Robert Roselli Email & Phone Number
Wealth Advisory and Operations @ Peak Financial Management, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Robert Roselli Location
- Boston, MA, US
Robert Roselli Work
- 2019 -now Wealth Advisory and Operations @
- 2014 -2019 Associate @
- 2013 -2014 Private Banker @
- 2011 -2013 Associate @
- 2010 -2011 Derivatives Operations Analyst @
- 2006 -2010 Client and Accounting Senior Analyst @
- 2003 -2006 Client and Accounting Analyst @
Robert Roselli Education
- Merrimack College
B.S (Accounting)
1987-1991 - Merrimack College
CFP (Certificate of advanced study in financial planning)
Robert Roselli Skills
- Problem Solving
- Tax Planning
- High-Net-Worth Individuals (HNWI)
- Financial Advisory
- Personal Financial Planning
- HNW
- Financial Planning
- Certified Financial Planner
- Windows
- Research
- Mutual Funds
- Financial Analysis
- Asset Allocation Strategies
- Wealth Management
- Public Speaking
- Financial Services
- Mutual Fund Strategies
- Customer Service
- Microsoft Office/Excel/Access/Outlook
- Financial Accounting
- Teamwork
- Risk Management
- Services
Robert Roselli Summary
- Robert Roselli, based in Boston, MA, US, is currently a Wealth Advisory and Operations at Peak Financial Management, Inc.. Robert Roselli brings experience from previous roles at AXA Advisors, LLC, Santander Bank, N.A. and Wellington Management. Robert Roselli holds a 1987 - 1991 B.S in Accounting @ Merrimack College. With a robust skill set that includes Problem Solving, Tax Planning, High-Net-Worth Individuals (HNWI), Financial Advisory, Personal Financial Planning and more. Robert Roselli has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Robert Roselli?
Find contact details for 700 million professionals.
Others Named Robert Roselli
Robert Roselli
Founder, Managing Attorney
Fort Lauderdale, FL, US
Bob Roselli
CCSP Channel Program Manager, Public Sector
North Carolina, United States
Robert Roselli
Territory Operations Manager
Philadelphia, PA, US
Bob Roselli
Partner Account Manager
Greensboro, NC, US
Robert Roselli
Senior Operations and Marketing Manager
New York, NY, US
Top Peak Financial Management, Inc. Employees
Robert Roselli
Wealth Advisory and Operations
Boston, MA, US
Pran Tiku
President and Founder
Waltham, MA, US
Neel Tiku
Senior Relationship Advisor
Boston, MA, US
Jeffrey Smith
Chief Investment Officer
Massachusetts, United States
Chris Gaffney
Vice President - Senior Wealth Advisor
Worcester, MA, US
Shaun Thompson
Chief Compliance Officer and Senior Wealth Advisor
Cambridge, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co