Robert Muruli Email & Phone Number
Wealth Management Consultant  Advisory and Lending Consultant @ Avantax®
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Robert Muruli Location
- Plano, TX, US
Robert Muruli Work
- Wealth Management Consultant  Advisory and Lending Consultant @
- Account Manager and Investment Consultant @ (November 2017 - November 2018)
- Board Member @ East African Chamber of Commerce (January 2015 - December 2017)
- Portfolio Specialist and Account Manager @ (December 2014 - November 2017)
- Retirement Director Covered a Multi-State Territory @ (October 2007 - November 2014)
- Territory and Account Manager @ (May 2005 - November 2006)
Robert Muruli Education
- Boston U
Master Of Science (Financial Management, Finance)
2017-2019 - University of Florida
(Economics)
Robert Muruli Skills
- Board Operation
- Business Case Preparation
- Business Development
- Business Planning
- Business Process Management
- Case Management
- Client Presentation
- Collaborative Problem Solving
- Conflict Resolution
- Critical Thinking
- Customer Relationship Management (CRM)
- Direct Sales
- Financial Education
- Interpersonal Communication
- Investments
- Leadership
- Loan Product Advisor
- Market Analysis
- Market Research
- Planning and analysis
- Presentations
- Project Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Execution
- Sales Processes
- Series 66
- Series 7
- Situational Awareness
- Skilled Multi-tasker
- Strategic Leadership
- Strategic Planning
- Strategy
- Vendor Relations
Robert Muruli Summary
- Robert Muruli, based in Plano, TX, US, is currently a Wealth Management Consultant  Advisory and Lending Consultant at Avantax Wealth Management℠. Robert Muruli brings experience from previous roles at Fisher Investments, East African Chamber of Commerce and Fidelity Investments. Robert Muruli holds a 2017 - 2019 Master Of Science in Financial Management, Finance @ Boston U. With a robust skill set that includes Board Operation, Business Case Preparation, Business Development, Business Planning, Business Process Management and more. Robert Muruli has 4 emails and 2 mobile phone numbers on RocketReach.
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