Robert Pulliam Email & Phone Number
Financial Advisor @ Luminate, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Robert Pulliam Location
- Houston, TX, US
Robert Pulliam Work
- Financial Advisor @ (April 2024 - Present)
- Financial Planning Analyst @ (June 2023 - April 2024)
- Client Service Specialist at Luminate Wealth Advisors @ (May 2022 - May 2023)
- Mortgage Loan Officer @ (August 2017 - April 2022)
- Accounts Receivable Manager @ (December 2015 - July 2017)
Robert Pulliam Education
- Blinn College
Associate of Arts and Sciences - AAS (Accounting)
2015-2017
Robert Pulliam Skills
- Communication
- Customer Service
- Empathy
- Finance
- Financial Goals
- Financial Services
- Insurance
- Market Analysis
- Microsoft Excel
- Organizational Development
- Personal Finance
- Retirement
- Sales
Robert Pulliam Summary
- Robert Pulliam, based in Houston, TX, US, is currently a Financial Advisor at Luminate, A private wealth advisory practice of Ameriprise Financial Services, L. Robert Pulliam brings experience from previous roles at Ameriprise Financial Services, LLC, SWBC Mortgage and Hilton College Station. Robert Pulliam holds a 2015 - 2017 Associate of Arts and Sciences - AAS in Accounting @ Blinn College. With a robust skill set that includes Communication, Customer Service, Empathy, Finance, Financial Goals and more. Robert Pulliam has 1 mobile phone numbers on RocketReach.
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