Robert Flora Email & Phone Number
Regional Director, Mid-Atlantic @ Sage Advisory
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Robert Flora Location
- Washington, DC, US
Robert Flora Work
- Regional Director, Mid-Atlantic @ (September 2024 - Present)
- Community Volunteer @ Self-employed (January 2024 - September 2024)
- SVP, Regional Director, Truist Advisory Services, Inc. @ (January 2019 - January 2024)
- Vice President, Regional Director, Investment Consulting Group @ (January 2017 - January 2019)
- External Wholesaler and Regional Sales Director, Business Development and Relationship Management @ Lateef Investment Management (January 2012 - January 2017)
- Consulting Group Regional Sales Director @ (January 2006 - January 2012)
- Regional Fee-Based Advisory Program Sales Manager, Investment Management Services @ (January 2000 - January 2006)
- Investment Associate @ (January 1998 - January 2000)
Robert Flora Education
- Loyola University Maryland
Bachelor of Business Administration - BBA (Finance)
Robert Flora Skills
- Investment Management
- Investments
- Mutual Funds
- Investment Advisory
- Alternative Investments
- Asset Management
- Wealth Management
- Asset Allocation
- Portfolio Management
- Securities
- Finance
- Equities
- Series 63
- Series 7
- Retirement Planning
- Strategic Financial Planning
- Investment Strategies
- Separately Managed Accounts
- Management
- Project Management
- Sales Management
- Public Speaking
- Microsoft Office
- Business Analysis
- Leadership
Robert Flora Summary
- Robert Flora, based in Washington, DC, US, is currently a Regional Director, Mid-Atlantic at Sage Advisory. Robert Flora brings experience from previous roles at Self-employed, Truist Wealth, SunTrust Investment Services, Inc. and Lateef Investment Management. Robert Flora holds a Bachelor of Business Administration - BBA in Finance @ Loyola University Maryland. With a robust skill set that includes Investment Management, Investments, Mutual Funds, Investment Advisory, Alternative Investments and more. Robert Flora has 2 emails on RocketReach.
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