Robert Finley Email & Phone Number
Principal - Wealth Management Advisor @ Virtue Asset Management
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Robert Finley Location
- Chicago, IL, US
Robert Finley Work
- 2016 -now Principal - Wealth Management Advisor @
- 2013 -2016 Senior Portfolio Manager @
- 2007 -2013 Vice President Portfolio Manager @
- 2002 -2007 Assistant Vice President @
- 2001 -2002 Financial Analyst @
Robert Finley Education
- Indiana University Bloomington
Bachelor of Science (BS) (Finance, General)
1997-2001
Robert Finley Skills
- Valuation
- Mutual Funds
- Retirement Planning
- Financial Analysis
- Asset Allocation
- Asset Management
- Management
- Investment Management
- Finance
- Securities
- Fixed Income
- Leadership
- Wealth Management
- Equities
- Series 7
- Financial Modeling
- Customer Service
- Alternative Investments
- Investments
- Portfolio Management
- Project Management
- Strategic Planning
Robert Finley Summary
- Robert Finley, based in Chicago, IL, US, is currently a Principal - Wealth Management Advisor at Virtue Asset Management. Robert Finley brings experience from previous roles at TIAA-CREF, U.S. Trust, Bank of America Private Wealth Management, LaSalle Bank Wealth Management and Metlife. Robert Finley holds a 1997 - 2001 Bachelor of Science (BS) in Finance, General @ Indiana University Bloomington. With a robust skill set that includes Valuation, Mutual Funds, Retirement Planning, Financial Analysis, Asset Allocation and more. Robert Finley has 3 emails and 2 mobile phone numbers on RocketReach.
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