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 @ Sage Advisory
2024 - 2024 Community Volunteer @ Self-employed
2019 - 2024 SVP, Regional Director, Truist Advisory Services, Inc. @ Truist Wealth

2017 - 2019 Vice President, Regional Director, Investment Consulting Group @ SunTrust Investment Services, Inc.
2012 - 2017 External Wholesaler and Regional Sales Director, Business Development and Relationship Management @ Lateef Investment Management
2006 - 2012 Consulting Group Regional Sales Director @ Morgan Stanley
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2000 - 2006 Regional Fee-Based Advisory Program Sales Manager, Investment Management Services @ Legg Mason
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1998 - 2000 Investment Associate @ T. Rowe Price
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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

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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.

Robert Flora Emails

Found 2 emails

Robert Flora Phone Numbers

Found 2 phone numbers

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Robert Flora

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