Financial Services Professional @ (October 2013 - Present)
Robert Houle Education
The American College of Financial Services
Retirement Income Certified Professional
2019-2020
The American College of Financial Services
CFBS (Family Business and Succession Planning)
2017-2017
Kaplan University
Finance (General)
Robert Houle Skills
Account Management
Budgets
Business Planning
Coaching
Community Outreach
Contract Negotiation
Customer Satisfaction
Customer Service
Disability Insurance
Event Planning
Fixed Annuities
Fundraising
Health Insurance
Insurance
Interpersonal Communication Abilities
Inventory Management
Labor Relations
Leadership
Leadership Development
Life Insurance
Management
Marketing
Microsoft Excel
Microsoft Office
Microsoft Word
Negotiation
New Business Development
Non-profits
Nonprofits
Operations Management
Organizational Development
Outlook
Policy
PowerPoint
Project Management
Public Relations
Public Speaking
Relationship Management
Research
Sales
Sales Management
Selling
Small Business
Social Networking
Strategic Planning
Team Building
Team Leadership
Training
Transportation
Windows
Sellers
Business Development
Non Profits
Real Estate Transactions
Business Strategy
Robert Houle Summary
Robert Houle, based in Agawam, MA, US, is currently a Founder at Unity Financial & Insurance Group. Robert Houle brings experience from previous roles at Mml Investor Services. Robert Houle holds a 2019 - 2020 Retirement Income Certified Professional @ The American College of Financial Services. With a robust skill set that includes Account Management, Budgets, Business Planning, Coaching, Community Outreach and more. Robert Houle has 2 mobile phone numbers on RocketReach.
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