Robert Oates Email & Phone Number
Capital Gains Deferral Specialist @ Estate Planning Team
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Robert Oates Location
- Memphis, TN, US
Robert Oates Work
- 2021 -now Capital Gains Deferral Specialist @
- 2016 -now Senior Advisor @ Growth Management Saving aka Stryde Savings
- 2007 -now CEO @ Delta Estate & Retirement Planning Group, Inc
- 1984 -1986 Broker @ E F Hutton & Co Inc
- 1976 -1982 Regional Sales Manager @ Corporate Aircraft SW
Robert Oates Education
- University of Virginia
Bachelor of Arts - BA (Spanish Language and Literature)
1961-1965
Robert Oates Skills
- Management
- 40+ years experience financial services, estate & retirement planning
- Corporate Finance
- Retirement Planning
- Streamlined Hiring Skills
Robert Oates Summary
- Robert Oates, based in Memphis, TN, US, is currently a Capital Gains Deferral Specialist at Estate Planning Team. Robert Oates brings experience from previous roles at Growth Management Saving aka Stryde Savings, Delta Estate & Retirement Planning Group, Inc, E F Hutton & Co Inc and Corporate Aircraft SW. Robert Oates holds a 1961 - 1965 Bachelor of Arts - BA in Spanish Language and Literature @ University of Virginia. With a robust skill set that includes Management, 40+ years experience financial services, estate & retirement planning, Corporate Finance, Retirement Planning, Streamlined Hiring Skills and more. Robert Oates has 1 emails and 1 mobile phone numbers on RocketReach.
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