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 @ Qualified Plan Advisors
2011 - 2017 President @ Ascende Wealth Advisers, Inc.
2010 - 2017 Director, Retirement @ Ascende, an EPIC Company

2000 - 2010 Vice President @ MBM Advisors, Inc.
1997 - 1999 Associate Product Manager @ OppenheimerFunds
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1995 - 1997 Assistant Vice President @ PaineWebber Trust Co,
1994 - 1996 Relationship Manager @ MassMutual Insurance

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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

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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 2 mobile phone numbers on RocketReach.

Robert Massa Emails

Found 2 emails

Robert Massa Phone Numbers

Found 6 phone numbers

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