Robert Haverly Email & Phone Number
Associate Advisor @ Goodman Financial
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Robert Haverly Location
- Houston, TX, US
Robert Haverly Work
- Associate Advisor @ (July 2025 - Present)
- Financial Planner @ (October 2023 - June 2025)
- Financial Planning Analyst @ (October 2022 - September 2023)
- Property Accountant @ (August 2021 - September 2022)
- Corporate Intern @ (June 2021 - August 2021)
- Investment Analyst @ (September 2020 - September 2021)
- Tax Intern - Private Client Services @ RSM US LLP (January 2021 - April 2021)
- Tax Intern @ (January 2020 - April 2020)
Robert Haverly Education
- University of Houston, C.T. Bauer College of Business
Certificate (Personal Financial Planning)
2021-2022 - University of Houston
Bachelor of Business Administration - BBA (Accounting and Finance)
2017-2022
Robert Haverly Skills
- Accounting
- Accounts Payable
- Budgeting
- Cash Management
- Comparative Analysis
- Corporate Tax
- Customer Relationship Management (CRM)
- Customer Service
- DCF Valuation
- Data Analysis
- Data Research
- Equity Research
- Financial Accounting
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Statement Analysis
- Individual Taxation
- International Tax
- Investments
- Leadership
- Market Research
- Market Screening
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Public Speaking
- Python (Programming Language)
- QuickBooks
- Real Estate
- Research
- Stock Valuation
- Tableau
- Tax Planning
- Tax Preparation
- Tax Research
- Team Building
- Time Management
- Yardi
Robert Haverly Summary
- Robert Haverly, based in Houston, TX, US, is currently a Associate Advisor at Goodman Financial. Robert Haverly brings experience from previous roles at Goodman Financial and Greystar. Robert Haverly holds a 2021 - 2022 Certificate in Personal Financial Planning @ University of Houston, C.T. Bauer College of Business. With a robust skill set that includes Accounting, Accounts Payable, Budgeting, Cash Management, Comparative Analysis and more. Robert Haverly has 1 mobile phone numbers on RocketReach.
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