Robert Falconer Email & Phone Number
Vice President, Advisor @ EP Wealth Advisors
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Robert Falconer Location
- California, United States
Robert Falconer Work
- 2025 -now Vice President, Advisor @
- 2024 -2025 Senior Vice President, Client Advisor @
- 2019 -2023 Vice President, Client Advisor @
- 2014 -2019 Investment Counselor @
- 2013 -2014 Business Development Associate @ Golub Group, LLC
- 2011 -2013 Inside Sales Account Executive @
- 2010 -2011 Preferred Banking Intern @
- 2009 -2009 Summer Intern @
- 2008 -2008 Summer Intern @
- 2007 -2007 Summer Intern @ Golub Group, LLC
Robert Falconer Education
- UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
2016-2019 - University of California, Berkeley
B.A. (Economics)
2007-2011 - Los Altos High School 2004-2007
Robert Falconer Skills
- Estate Planning
- People Development
- FINRA
- Call Monitoring
- Attention to Detail
- Mutual Funds
- Coaching
- Securities
- HNW
- Emotional Intelligence
- Interpersonal Communication
- Communication
- Investment Strategies
- Financial Advisory
- Family Offices
- Client Onboarding
- Estate Administration
- Customer Service
- Project Management
- Oral Communication
- Economics
- Business Development
- Analysis
- Financial Analysis
- Investments
- Market Research
- Leadership
- Portfolio Management
- Data Analysis
- Banking
- Microsoft Excel
- Business Strategy
- PowerPoint
- Microsoft Office
- Analytics
- Strategy
- Finance
- Research
- Microsoft Word
- Business Relationship Management
- Sales
- Client Services
- Financial Services
- Wealth Management
- Services
Robert Falconer Summary
- Robert Falconer, based in California, United States, is currently a Vice President, Advisor at EP Wealth Advisors. Robert Falconer brings experience from previous roles at Bessemer Trust, Fisher Investments and Golub Group, LLC. Robert Falconer holds a 2016 - 2019 Master of Business Administration (M.B.A.) @ UCLA Anderson School of Management. With a robust skill set that includes Estate Planning, People Development, FINRA, Call Monitoring, Attention to Detail and more. Robert Falconer has 2 emails and 2 mobile phone numbers on RocketReach.
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