Robert Preston Email & Phone Number
Vice President and Wealth Advisor @ Merrill Lynch
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Robert Preston Location
- Northbrook, IL, US
Robert Preston Work
- 2009 -now Vice President and Wealth Advisor @
Robert Preston Education
- Harvard University
Bachelor of Arts (Government)
2003-2008 - Blair Academy 1999-2003
Robert Preston Skills
- Wealth
- Investment Advisory
- Banking
- Capital Markets
- Financial Modeling
- Equities
- Investment Strategies
- Fixed Income
- Finance
- Tax
- Financial Services
- Insurance
- Financial Analysis
- Mergers and Acquisitions
- Hedge Funds
- Bloomberg
- Marketing
- Risk Management
- Wealth Management
- Series 63
- Asset Allocation
- Strategy
- Series 7
- Options
- Leadership
- Investment Banking
- Valuation
- Microsoft Office
- Financial Accounting
Robert Preston Summary
- Robert Preston, based in Northbrook, IL, US, is currently a Vice President and Wealth Advisor at Merrill Lynch. Robert Preston holds a 2003 - 2008 Bachelor of Arts in Government @ Harvard University. With a robust skill set that includes Wealth, Investment Advisory, Banking, Capital Markets, Financial Modeling and more. Robert Preston has 4 emails and 8 mobile phone numbers on RocketReach.
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