Robert Roselli Email & Phone Number
Wealth Advisory and Operations @ Peak Financial Management, Inc.
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Robert Roselli Location
- Boston, MA, US
Robert Roselli Work
- Wealth Advisory and Operations @ (April 2019 - Present)
- Associate @ (December 2014 - April 2019)
- Private Banker @ (November 2013 - November 2014)
- Associate @ (June 2011 - November 2013)
- Derivatives Operations Analyst @ (July 2010 - February 2011)
- Client and Accounting Senior Analyst @ (September 2006 - July 2010)
- Client and Accounting Analyst @ (October 2003 - September 2006)
Robert Roselli Education
- Merrimack College
B.S (Accounting)
- 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
- Asset Allocation
- Asset Map
- Bloomberg Income Tax Planner
- Client Acquisition
- Client Relations
- Customer Retention
- Database Managment
- Estate Planning
- Fidelity Wealthscape
- Financial Documentation
- High Net Worth Individuals
- Income Distribution
- Junxure
- Money Guide Pro
- Needs Analysis
- Orion
- Regulatory Compliance
- Schwab Advisor Center
- Security Analysis (Securities)
- SmartOffice
- Tax Loss Harvesting
- 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 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.
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