Robert Falconer Email & Phone Number
Vice President, Client Advisor @ Jordan Park Group
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Robert Falconer Location
- California, United States
Robert Falconer Work
- Vice President, Client Advisor @ (July 2026 - Present)
- Vice President, Advisor @ (October 2025 - July 2026)
- Senior Vice President, Client Advisor @ (January 2024 - October 2025)
- Vice President, Client Advisor @ (June 2019 - December 2023)
- Investment Counselor @ (June 2014 - June 2019)
- Business Development Associate @ Golub Group, LLC (June 2013 - June 2014)
- Inside Sales Account Executive @ (July 2011 - May 2013)
- Preferred Banking Intern @ (June 2010 - May 2011)
- Summer Intern @ (June 2009 - July 2009)
- Summer Intern @ (May 2008 - May 2008)
- Summer Intern @ Golub Group, LLC (June 2007 - June 2007)
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
- Account Management
- Analytical Skills
- Business Administration
- Business Development
- Business Relationship Management
- Capital Markets
- Client Services
- Economics
- Finance
- Financial Markets
- High-Net-Worth Individuals (HNWI)
- Inside Sales
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Portfolio Management
- Presentation Skills
- Presentations
- Regulatory Guidelines
- Retirement Planning
- Sales
- Salesforce.com
- Tax Advisory
- Teamwork
- Trust Management
- Wealth Management
- Working With Clients
- Working with Investors
- Analysis
- Financial Analysis
- Market Research
- Data Analysis
- Banking
- Business Strategy
- PowerPoint
- Analytics
- Strategy
- Research
- Financial Services
- Services
Robert Falconer Summary
- Robert Falconer, based in California, United States, is currently a Vice President, Client Advisor at Jordan Park Group. Robert Falconer brings experience from previous roles at EP Wealth Advisors, Bessemer Trust and Fisher Investments. 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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