Robert Roman Email & Phone Number
Principal @ GenTrust
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Robert Roman Location
- Los Angeles, CA, US
Robert Roman Work
- 2025 -now Principal @
- 2016 -now CEO, Managing Director @
- 2011 -2016 Founder, President @ Legacy Private Client Group
- 2009 -2011 Financial Advisor @ Morgan Stanley
- 2001 -2009 Financial Advisor @
Robert Roman Skills
- Wealth Management Services
- Finance
- Retirement Planning
- Management
- Wealth Management
- Financial Advisory
- Strategic Financial Planning
- Strategic Planning
- Portfolio Management
- Business Development
- Investments
- Financial Analysis
- Financial Planning
- Leadership
- Asset Management
- Marketing Strategy
- Strategic Financial
- Microsoft Excel
Robert Roman Summary
- Robert Roman, based in Los Angeles, CA, US, is currently a Principal at GenTrust. Robert Roman brings experience from previous roles at MGO | Private Wealth, Legacy Private Client Group, Morgan Stanley and UBS. With a robust skill set that includes Wealth Management Services, Finance, Retirement Planning, Management, Wealth Management and more. Robert Roman has 5 emails and 3 mobile phone numbers on RocketReach.
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