Robert Massa Email & Phone Number
Managing Director, Houston Operations Retirement Practice Leader @ Qualified Plan Advisors
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Robert Massa Location
- Houston, TX, US
Robert Massa Work
- 2017 -now Managing Director, Houston Operations Retirement Practice Leader @
- 2011 -2017 President @ Ascende Wealth Advisers, Inc.
- 2010 -2017 Director, Retirement @ Ascende, an EPIC Company
- 2000 -2010 Vice President @ MBM Advisors
- 1997 -1999 Associate Product Manager @ OppenheimerFunds
- 1995 -1997 Assistant Vice President @ PaineWebber Trust Co,
- 1994 -1996 Relationship Manager @ MassMutual Insurance
Robert Massa Education
- The College of New Jersey
Bachelor of Arts - BA (Public Administration and Math)
1986-1991 - The College of New Jersey
Bachelor of Arts (B.A.) (Public Administration and Mathematics)
1986-1991
Robert Massa Skills
- Series 7
- Customer Relations
- Operations Management
- Marketing Strategy
- Licensing
- 401k
- Customer Service
- Strategic Financial Planning
- Defined Benefit
- Employee Benefits
- Asset Allocation
- ERISA
- Sales
- Auditing
- Benefits Administration
- Retirement Planning
- Retirement Benefits
- Business Relationship Management
- Health Insurance
- Retirement
- Mergers & Acquisitions
- Project Management
- Investments
- Insurance
- Pensions
- Financial Planning
- Trading
- Pension Funds
- 401(k) Retirement Savings Plans
- Public Speaking
- Commerce
- Mergers and Acquisitions
- Strategy
- 401k Retirement Savings Plans
- IRS
- Microsoft Office
- Training
- Business Development
- Team Building
- Microsoft Excel
- Product Management
- Marketing
- 401 Retirement Savings Plans
Robert Massa Summary
- Robert Massa, based in Houston, TX, US, is currently a Managing Director, Houston Operations Retirement Practice Leader at Prime Capital Retirement. Robert Massa brings experience from previous roles at Ascende Wealth Advisers, Inc., Ascende, an EPIC Company, MBM Advisors and OppenheimerFunds. Robert Massa holds a 1986 - 1991 Bachelor of Arts - BA in Public Administration and Math @ The College of New Jersey. With a robust skill set that includes Series 7, Customer Relations, Operations Management, Marketing Strategy, Licensing and more. Robert Massa has 2 emails and 3 mobile phone numbers on RocketReach.
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