Robert McMillan Email & Phone Number
Vice President and Family Wealth Advisor @ Baird
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Robert McMillan Location
- Charlotte, NC, US
Robert McMillan Work
- 2010 -now Vice President and Family Wealth Advisor @
- 2006 -2010 Owner @
- 2000 -2006 Director of Retail Leasing @ Cambridge Partners, LLC
- 1993 -2000 Manager of Strategic Partners @ Source Technologoes, Inc.
- 1992 -1993 Search Consultant @
- 1989 -1992 Assistant Director of Admissions @
Robert McMillan Education
- The University of North Carolina at Chapel Hill
B.A. (Political Science)
1984-1988 - The University of Manchester 1986-1987
- Woodberry Forest School 1980-1984
- Charlotte Country Day School
Robert McMillan Skills
- Alternative Investments
- Estate Planning
- Pensions
- Retirement Planning
- Sales
- Brokerage
- Portfolio Management
- Financial Modeling
- Financial Risk
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Real Estate
- Risk Management
- Marketing
- Financial Analysis
- Wealth
- Private Equity
- Project Management
- Due Diligence
- Research
- Venture Capital
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Social Media
- Customer Service
Robert McMillan Summary
- Robert McMillan, based in Charlotte, NC, US, is currently a Vice President and Family Wealth Advisor at Baird. Robert McMillan brings experience from previous roles at Sageworth Properties, LLC, Cambridge Partners, LLC, Source Technologoes, Inc. and Anderson & Associates, Inc.. Robert McMillan holds a 1984 - 1988 B.A. in Political Science @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Alternative Investments, Estate Planning, Pensions, Retirement Planning, Sales and more. Robert McMillan has 2 emails and 1 mobile phone numbers on RocketReach.
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