Robert Flora Email & Phone Number
Regional Director, Mid-Atlantic @ Sage Advisory
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Robert Flora Location
- Washington, DC, US
Robert Flora Work
- 2024 -now Regional Director, Mid-Atlantic @
- 2024 -2024 Community Volunteer @ Self-employed
- 2019 -2024 SVP, Regional Director, Truist Advisory Services, Inc. @
- 2017 -2019 Vice President, Regional Director, Investment Consulting Group @
- 2012 -2017 External Wholesaler and Regional Sales Director, Business Development and Relationship Management @ Lateef Investment Management
- 2006 -2012 Consulting Group Regional Sales Director @
- 2000 -2006 Regional Fee-Based Advisory Program Sales Manager, Investment Management Services @
- 1998 -2000 Investment Associate @
Robert Flora Education
- Loyola University Maryland
Bachelor of Business Administration - BBA
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 @ 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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