Robert Jacques Email & Phone Number
Managing Director @ Destination Wealth Management
5 free lookup(s).
Robert Jacques Location
- Walnut Creek, CA, US
Robert Jacques Work
- 2013 - now Managing Director @
- 2008 - 2013 Vice President and Private Banker @
- 2007 - 2008 Director @
- 2000 - 2007 Vice President @
- 1993 - 2000 Financial Advisor @ Millar Financial Raymond James Financial Services
Robert Jacques Education
- George Washington University
Bachelor Of Business Administration (Business)
- Golden Gate University
Master Of Business Administration (Finance)
Robert Jacques Skills
- Portfolio Management
- Investments
- Banking
- Commercial Banking
- Strategic Financial Planning
- Series 7
- Commercial Lending
- Asset Managment
- Wealth Management
- Credit
- Asset Management
- Loans
- Asset Allocation
Robert Jacques Summary
- Robert Jacques, based in Walnut Creek, CA, US, is currently a Managing Director at Destination Wealth Management. Robert Jacques brings experience from previous roles at Union Bank, Citi Private Bank, YCMNET Advisors and Millar Financial Raymond James Financial Services. Robert Jacques holds a Bachelor Of Business Administration in Business @ George Washington University. With a robust skill set that includes Portfolio Management, Investments, Banking, Commercial Banking, Strategic Financial Planning and more. Robert Jacques has 2 emails on RocketReach.
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Top Destination Wealth Management Employees
Caroline Egan
Senior Vice President, Wealth Strategy
Seattle, WA, US
Michael Yoshikami
CEO, Chairman Investment Committee
Walnut Creek, CA, US
Susan Cho
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Los Angeles, CA, US
Sophia Feng
Senior Vice President, Wealth Management Services
Livermore, CA, US
Elaine Lugo
Senior Vice President, Senior Partner
San Francisco, CA, US
Jeanne Suh
D360 Wealth Advisor and and Financial Planning Project Manager
Walnut Creek, CA, US
Jian Lin
Senior Vice President, Tactical Strategy
Walnut Creek, CA, US
Steven Gasparini
Senior Vice President - Wealth Management Services
San Francisco, CA, US
Malena Yatim
VP Compliance
Redondo Beach, CA, US
Elena Song
Wealth Management Advisor
Walnut Creek, CA, US
Geoffrey Cable
Managing Director and Executive Partner
Walnut Creek, CA, US
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