Robert Lockery Email & Phone Number

Director-Corporate Retirement Plans @ Coastline Wealth Management

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Robert Lockery Location

Shelton, CT, US

Robert Lockery Work

2021 - now Director-Corporate Retirement Plans @ Coastline Wealth Management
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2016 - now Director-Corporate Retirement Plans @ Ganim Financial
2010 - 2016 Financial Advisor @ Self employed

1998 - 2010 Wholesaler @ Principal Financial Group
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1995 - 1998 Financial Associate @ John Hancock Financial Services
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Robert Lockery Education

Graduate Southern Connecticut State University
Bachelor’s Degree (Business/Corporate Communications)
1990 - 1995

Robert Lockery Skills

Facilitation
Consultation
Communication

Change Management
Business Planning
Investments
Teamwork
Employee Benefits Design
Team Leadership
Financial Planning Software

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Robert Lockery Summary

Robert Lockery, based in Shelton, CT, US, is currently a Director-Corporate Retirement Plans 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.

Robert Lockery Emails

Found 2 emails

Robert Lockery Phone Numbers

Found 3 phone numbers

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Top Coastline Wealth Management Employees

Robert Calabretta

Chief Investment Officer at Coastline Wealth Management

New York, NY, US
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Partner and Financial Advisor at Coastline Wealth Management

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Robert Lockery

Director-Corporate Retirement Plans at Coastline Wealth Management

Shelton, CT, US
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Denis O'Leary

Director of Wealth Management at Coastline Wealth Management

Port Jefferson, NY, US
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Joseph Hall

Financial Advisor at Coastline Wealth Management

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Kevin Filosa

Financial Advisor at Coastline Wealth Management

Ronkonkoma, NY, US
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Daniel Schwamb

President of Business Development at Coastline Wealth Management

Austin, TX, US
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Stephen Mincone

Financial Advisor at Coastline Wealth Management

Woodbury, NY, US
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Steffan Hagendorf

Managing Director at Coastline Wealth Management

Port Jefferson, NY, US
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Janice Narlock

Operations Specialist at Coastline Wealth Management

Wisconsin, United States
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