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Robert Penny Location
Charleston, SC, US
Robert Penny Work
Portfolio Manager, Assistant Vice President @ (March 2022 - Present)
Portfolio Manager Associate, Assistant Vice President @ (August 2017 - March 2022)
Investment Management Associate @ (November 2015 - July 2017)
Brokerage Associate @ (March 2014 - November 2015)
Client Relationship Associate @ (September 2013 - March 2014)
Robert Penny Education
Furman University
Bachelor of Arts (B.A.) (Furman Lacrosse Club, Furman Debate Society)
2009-2013
Myers Park High School 2006-2009
Robert Penny Skills
Leadership
Series 63
PowerPoint
Social Media
Public Speaking
Photoshop
Data Analysis
Investments
Finance
Alternative Investment Strategies
Strategy
Financial Services
Mutual Funds
Outlook
Facebook
Microsoft Office
Microsoft Word
Microsoft Excel
Teamwork
Research
Series 7
Robert Penny Summary
Robert Penny, based in Charleston, SC, US, is currently a Portfolio Manager, Assistant Vice President at Bank of America Private Bank. Robert Penny brings experience from previous roles at Bank of America Private Bank, Wells Fargo Private Bank and Vanguard. Robert Penny holds a 2009 - 2013 Bachelor of Arts (B.A.) in Furman Lacrosse Club, Furman Debate Society @ Furman University. With a robust skill set that includes Leadership, Series 63, PowerPoint, Social Media, Public Speaking and more. Robert Penny has 3 emails and 3 mobile phone numbers on RocketReach.
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