Robert Rolfe Email & Phone Number
Wealth Manager @ Excelsior Wealth Partners
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Robert Rolfe Location
- New York, United States
Robert Rolfe Work
- 2018 -now Wealth Manager @
- 2018 -now Wealth Manager @
- 2013 -2024 Financial Advisor @ Harmony Financial Services
- 2000 -2013 Senior Financial Consultant @
- 1999 -2000 Senior Investment and Insurance Rep @ BSB Bank & Trust, Skaneateles, NY
- 1997 -1999 Financial Consultant @ IFMG at Skaneateles Savings Bank
- 1994 -1997 Registered Representative @
Robert Rolfe Education
- Horseheads High School
Robert Rolfe Skills
- Wealth
- Customer Service
- Public Speaking
- Credit
- Mutual Funds
- Investment Advisory
- Retirement
- Business Planning
- Securities
- Series 7
- Portfolio Management
- Loans
- Strategic Financial
- Series 63
- Banking
- Strategic Planning
- Nursing
- Management
- Finance
- Investments
- Retirement Planning
- Project Planning
- Insurance
- Wealth Management
- Investment Strategies
Robert Rolfe Summary
- Robert Rolfe, based in New York, United States, is currently a Wealth Manager at Excelsior Wealth Partners. Robert Rolfe brings experience from previous roles at Excelsior Wealth Partners, Harmony Financial Services, Pathfinder Investment Services and BSB Bank & Trust, Skaneateles, NY. Robert Rolfe holds a Horseheads High School. With a robust skill set that includes Wealth, Customer Service, Public Speaking, Credit, Mutual Funds and more. Robert Rolfe has 1 mobile phone numbers on RocketReach.
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