Robert Lockery Email & Phone Number
Financial Services Coordinator @ Coastline Wealth Management
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Robert Lockery Location
- Shelton, CT, US
Robert Lockery Work
- 2021 -now Financial Services Coordinator @
- 2016 -now Director-Corporate Retirement Plans @
- 2010 -2016 Financial Advisor @ Self employed
- 1998 -2010 Wholesaler @
- 1995 -1998 Financial Associate @
Robert Lockery Education
- Graduate Southern Connecticut State University
Bachelor’s Degree (Business/Corporate Communications)
1990-1995 - Notre Dame High School, West Haven, CT
High School Diploma (High School Diploma)
1989 - Notre Dame High School, West Haven, CT
High School Diploma
1989
Robert Lockery Skills
- Facilitation
- Consultation
- Communication
- Change Management
- Business Planning
- Investments
- Teamwork
- Employee Benefits Design
- Team Leadership
- Financial Planning Software
- Leadership
- Retirement Planning
- 401(k) Retirement Savings Plans
- 401k 403b 457 retirement plan specialist
- Team Building
- Asset Allocation
- 401k Rollovers
- Qualified Retirement Plans
- Retirement Savings
- Public Speaking
- Microsoft Excel
- Insurance
- Project Management
- Employee Benefits
- Disability Insurance
- Life Insurance
- 401 Retirement Savings Plans
Robert Lockery Summary
- Robert Lockery, based in Shelton, CT, US, is currently a Financial Services Coordinator at Coastline Wealth Management. Robert Lockery brings experience from previous roles at Ganim Financial, Self employed, Principal Financial Group and John Hancock Financial Services. Robert Lockery holds a 1990 - 1995 Bachelor’s Degree in Business/Corporate Communications @ Graduate Southern Connecticut State University. With a robust skill set that includes Facilitation, Consultation, Communication, Change Management, Business Planning and more. Robert Lockery has 2 emails and 1 mobile phone numbers on RocketReach.
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