Robert Jacques Email & Phone Number
Managing Director @ Destination Wealth Management
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Robert Jacques Location
- Walnut Creek, CA, US
Robert Jacques Work
- Managing Director @ (December 2013 - Present)
- Vice President and Private Banker @ (September 2008 - December 2013)
- Director @ (April 2007 - June 2008)
- Vice President @ (March 2000 - March 2007)
- Financial Advisor @ Millar Financial Raymond James Financial Services (May 1993 - March 2000)
Robert Jacques Education
- George Washington University
Bachelor Of Business Administration (Business)
- Golden Gate University
Master Of Business Administration (Finance)
Robert Jacques Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Commercial Banking
- Commercial Lending
- Credit
- Investments
- Loans
- Portfolio Management
- Series 7
- Strategic Financial Planning
- Wealth Management
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 Asset Allocation, Asset Management, Asset Managment, Banking, Commercial Banking and more. Robert Jacques has 2 emails on RocketReach.
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