Robert Santoriello Email & Phone Number
President and CEO @ Iron Point Financial Advisors, Inc.
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Robert Santoriello Location
- Folsom, CA, US
Robert Santoriello Work
- 2014 -now President and CEO @
- 2008 -now Registered Principal and Financial Advisor @ Rios & Associates
- 2006 -2008 Financial Advisor and Recruiter @ Brecek & Young
- 1989 -2005 RVP @
Robert Santoriello Education
- Santa Clara University
BA (Economics)
1982-1991 - Monta Vista High School
Robert Santoriello Skills
- Series 7
- Series 63
- FINRA
- Series 24
- Mutual Funds
- Asset Allocation
- Retirement Income Strategies
- Wealth Management
- Wealth Preservation Planning
- Succession Planning
- Practice Management
- Buy-sell Agreements
- Business Development
- Buy Sell Agreements
- Strategic Planning
- Retirement Income
- Marketing
- Hospitals
- Human Resources
- Wealth Preservation
Robert Santoriello Summary
- Robert Santoriello, based in Folsom, CA, US, is currently a President and CEO at Iron Point Financial Advisors, Inc.. Robert Santoriello brings experience from previous roles at Rios & Associates, Brecek & Young and Charles Schwab. Robert Santoriello holds a 1982 - 1991 BA in Economics @ Santa Clara University. With a robust skill set that includes Series 7, Series 63, FINRA, Series 24, Mutual Funds and more. Robert Santoriello has 1 emails and 1 mobile phone numbers on RocketReach.
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