2022 -now Portfolio Manager, Assistant Vice President @
2017 -2022 Portfolio Manager Associate, Assistant Vice President @
2015 -2017 Investment Management Associate @
2014 -2015 Brokerage Associate @
2013 -2014 Client Relationship Associate @
Robert Penny Education
Furman University
Bachelor of Arts (B.A.) (Political Science and Government)
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 Political Science and Government @ 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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