Robert Penn Jr. Email & Phone Number
President and Wealth Consultant
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Robert Penn Jr. Location
- Wilmington, NC, US
Robert Penn Jr. Work
- President and Wealth Consultant @ Pathfinder Wealth Consulting (January 2005 - Present)
- Financial Advisor @ (January 2001 - January 2005)
- Financial Advisor @ IFG Network Securities Inc (January 1993 - January 2001)
- D Co 782nd Maint Battalion Shop Officer @ (January 1989 - January 1992)
Robert Penn Jr. Education
- Methodist University
Bachelor of Science (B.S.) (Accounting and Finance)
1990-1993 - Osbourn Park Senior High School
- University of Maryland Global Campus
Robert Penn Jr. Skills
- Customer Service
- Disability Insurance
- Estate Tax Planning
- Financial Analysis
- Financial Services
- Inheritance Tax Planning
- Investments
- Life Insurance
- Long Term Care Insurance
- Personal Tax Planning
- Retirement Plan Consulting
- Securities
- Strategic Financial Planning
Robert Penn Jr. Summary
- Robert Penn Jr., based in Wilmington, NC, US, is currently a President and Wealth Consultant at Pathfinder Wealth Consulting. Robert Penn Jr. brings experience from previous roles at Morgan Stanley, IFG Network Securities Inc and US Army. Robert Penn Jr. holds a 1990 - 1993 Bachelor of Science (B.S.) in Accounting and Finance @ Methodist University. With a robust skill set that includes Customer Service, Disability Insurance, Estate Tax Planning, Financial Analysis, Financial Services and more.
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