Robert Pfahl Email & Phone Number
Senior Compliance Associate @ Vicus Capital
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Robert Pfahl Location
- State College, PA, US
Robert Pfahl Work
- 2022 -now Financial Advisor @
- 2019 -now Senior Compliance Associate @
- 2017 -2019 Account Manager @
- 2011 -2017 Consultant, Financial Services @
- 2010 -2011 Associate @
- 2002 -2009 Research Analyst @
- 1999 -2002 Portfolio Analyst @
Robert Pfahl Education
- UCLA Extension Corporate Education & Custom Programs
Certificate (Personal Financial Planning)
2013-2014 - Penn State University
Bachelor's Degree (Engineering)
1985-1990
Robert Pfahl Skills
- Asset Allocation
- Microsoft Excel
- Socially Responsible Investing
- Retirement Plan Consulting
- Series 66
- Personal Financial Planning
- 401k Retirement Savings Plans
- Personal Financial
- Data Analysis
- Socially Responsible
- Equity Research
- Series 7
- SQL
- Corporate Governance
- 401 Retirement Savings Plans
Robert Pfahl Summary
- Robert Pfahl, based in State College, PA, US, is currently a Senior Compliance Associate at Vicus Capital. Robert Pfahl brings experience from previous roles at Vicus Capital, USI Consulting Group, The Hartman Group (PA) and ISS | Institutional Shareholder Services. Robert Pfahl holds a 2013 - 2014 Certificate in Personal Financial Planning @ UCLA Extension Corporate Education & Custom Programs. With a robust skill set that includes Asset Allocation, Microsoft Excel, Socially Responsible Investing, Retirement Plan Consulting, Series 66 and more. Robert Pfahl has 2 emails and 1 mobile phone numbers on RocketReach.
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