Robert Rizzo Email & Phone Number
Vice President - Investment Officer @ Wells Fargo Advisors
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Robert Rizzo Location
- Rochester, NY, US
Robert Rizzo Work
- 2007 -now Vice President - Investment Officer @
- 2003 -2007 Financial Planning Specialist @
Robert Rizzo Education
- Community College of the Fingerlakes
Associate’s Degree (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1986-1988 - Canandaigua Sr. Academy
(Business Management)
1982-1985
Robert Rizzo Skills
- Retirement Planning
- Asset Allocation
- Securities
- Financial Analysis
- Coaching
- Small Business
- Strategic Planning
- Customer Service
- Management
- Leadership
- Wealth Management
- Finance
- Financial Services
- Mutual Funds
- 401k Rollovers
- Tactical Asset Allocation
- Personal Financial Planning
Robert Rizzo Summary
- Robert Rizzo, based in Rochester, NY, US, is currently a Vice President - Investment Officer at Wells Fargo Advisors. Robert Rizzo brings experience from previous roles at Smith Barney. Robert Rizzo holds a 1986 - 1988 Associate’s Degree in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ Community College of the Fingerlakes. With a robust skill set that includes Retirement Planning, Asset Allocation, Securities, Financial Analysis, Coaching and more.
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