Robert Peel Email & Phone Number
Financial Advisor @ CAPTRUST
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Robert Peel Location
- Philadelphia, PA, US
Robert Peel Work
- Financial Advisor @ (February 2021 - Present)
- Senior Account Manager @ Cammack Retirement Group (July 2015 - February 2021)
- Account Manager @ (January 2014 - January 2015)
Robert Peel Education
- IHM Business School
- Johnson & Wales University
Bachelor's Degree (Marketing)
Robert Peel Skills
- Microsoft Office
- Microsoft Excel
- PowerPoint
- Microsoft Word
- Customer Service
- Research
- Social Media
- Public Speaking
- Teamwork
- Management
- Marketing
- Event Planning
- Time Management
- Social Networking
- Leadership
- Series 6
- Series 63
- Series 65
- 401 Retirement Savings Plans
- Retirement Plan Consulting
- Retirement Savings
- Qualified Retirement Plans
- Retirement Benefits
- Retirement Income Strategies
- Financial Advisory
- ERISA
- Client Services
- Mutual Funds
- Sales
- Securities
Robert Peel Summary
- Robert Peel, based in Philadelphia, PA, US, is currently a Financial Advisor at CAPTRUST. Robert Peel brings experience from previous roles at Cammack Retirement Group and Amica Mutual Insurance. Robert Peel holds a IHM Business School. With a robust skill set that includes Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service and more. Robert Peel has 3 emails and 2 mobile phone numbers on RocketReach.
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