2006 -
now President @ World Capital Advisors, LLC
Robert Fleck Education
Penn State University
BS (Accounting)
1965
-
1969
Robert Fleck Skills
Investments
Strategic Financial Planning
Mutual Funds
Certified Financial Planner
Small Business
Series 65
Financial Analysis
Asset Management
Finance
Strategic Planning
Due Diligence
Wealth Management
Mergers & Acquisitions
Alternative Investments
Financial Modeling
Retirement Planning
Series 7
Accounting
Budgets
Estate Planning
Financial Services
Leadership
Insurance
Asset Allocation
Fixed Annuities
Investment Advisory
Portfolio Management
Risk Management
Retirement
Financial Reporting
Tax
Customer Service
Mergers and Acquisitions
Team Building
Project Management
Robert Fleck Summary
Robert Fleck, based in Manakin, VA, US, is currently a President at World Capital Advisors, LLC. Robert Fleck holds a 1965 - 1969 BS in Accounting @ Penn State University. With a robust skill set that includes Investments, Strategic Financial Planning, Mutual Funds, Certified Financial Planner, Small Business and more. Robert Fleck has 1 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.