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Robert Persons Location
Columbus, GA, US
Robert Persons Work
2022 -now SVP and Director of Advisory Services, The Family Office at Synovus @
2007 -2022 SVP and Lead Family Office Advisor, The Family Office at Synovus @
2004 -2006 Financial Advisor @
Robert Persons Education
University of Georgia - Terry College of Business
BBA
2000-2003
Auburn University College of Architecture, Design and Construction 1999-2000
The Westminster Schools 1994-1999
Robert Persons Skills
Portfolio Management
Investments
Asset Management
Series 7
Uniform Combined State Law
Financial Modeling
Wealth Management
Financial Analysis
Risk Management
Alternative Investments
Due Diligence
Retirement Planning
Asset Allocation
Investment Strategies
Mutual Funds
Securities
Project Management
Process Improvement
Family Office
Microsoft Excel
Nonprofits
Sales
Microsoft Office
Robert Persons Summary
Robert Persons, based in Columbus, GA, US, is currently a SVP and Director of Advisory Services, The Family Office at Synovus at Synovus. Robert Persons brings experience from previous roles at Synovus and Merrill Lynch. Robert Persons holds a 2000 - 2003 BBA @ University of Georgia - Terry College of Business. With a robust skill set that includes Portfolio Management, Investments, Asset Management, Series 7, Uniform Combined State Law and more. Robert Persons has 2 emails and 2 mobile phone numbers on RocketReach.
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