Robert Handley Email & Phone Number
VP, Regional Administrative Officer I at Citizens Investment Services.
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Robert Handley Location
- Satellite Beach, FL, US
Robert Handley Work
- VP, Regional Administrative Officer I at Citizens Investment Services. @ Citizens Investment Services (Citizens Securities, Inc.) (June 2014 - Present)
- Sr Agency Compliance Consultant @ Barnum Financial Group, an office of Metlife (February 2010 - March 2013)
- Compliance Officer and Client Relationship Manager @ Northstar Wealth Partners, LLC (November 2008 - February 2010)
- Senior Securities Servicing Rep @ (August 2003 - September 2008)
- Financial Consultant @ (January 1996 - January 2003)
- Various Positions @ St. Vincent Medical Center (June 1985 - January 1996)
Robert Handley Education
- University of Connecticut 1987-1992
Robert Handley Skills
- 401k
- Advertising
- Alternative Investments
- Asset Allocation
- Asset Managment
- Banking
- Bonds
- Credit
- Customer Service
- Equities
- FINRA
- Finance
- Financial Advisory
- Financial Services
- Fixed Annuities
- Fixed Income
- Health Insurance
- IRAs
- Insurance
- Investment Advisory
- Investments
- Life Insurance
- Long Term Care Insurance
- Management
- Mutual Funds
- Options
- Portfolio Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Trading
- Uniform Combined State Law
- Wealth Management
- Financial Analysis
- Information Security
- Microsoft Excel
- Network Security
- Strategy
- Marketing
Robert Handley Summary
- Robert Handley, based in Satellite Beach, FL, US, is currently a VP, Regional Administrative Officer I at Citizens Investment Services. at Citizens Investment Services (Citizens Securities, Inc.). Robert Handley brings experience from previous roles at Barnum Financial Group, an office of Metlife, Northstar Wealth Partners, LLC, Genworth Financial and Janney Montgomery Scott. Robert Handley holds a 1987 - 1992 University of Connecticut. With a robust skill set that includes 401k, Advertising, Alternative Investments, Asset Allocation, Asset Managment and more. Robert Handley has 3 emails and 1 mobile phone numbers on RocketReach.
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