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 @ Estate Planning Team
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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

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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

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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.

Robert Oates Emails

Found 1 emails

@myept.com

Robert Oates Phone Numbers

Found 2 phone numbers

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