Robert Schlegel Email & Phone Number
Divisional Sales Manager @ Clark Capital Management Group
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Robert Schlegel Location
- Winter Garden, FL, US
Robert Schlegel Work
- 2019 -now Divisional Sales Manager @
- 2014 -2019 Senior Regional Director @
- 2008 -2014 External Wholesaler @
- 2006 -2008 External Wholsaler @ AIG SunAmerica
- 2005 -2006 Business Development Consultant @
- 2001 -2005 Internal Wholesaler @
Robert Schlegel Education
- cambridge college
Master's degree (Business, Management, Marketing, and Related Support Services)
2001-2003 - Florida Gulf Coast University
Bachelor's degree (Criminal Law)
1998-2000
Robert Schlegel Skills
- Series 7
- Series 63
- Mutual Funds
- Series 6
- Fixed Annuities
- Retirement Planning
- Wealth Management
- Separately Managed Accounts
- Investments
- 401k
- Securities
- Alternative Investments
- Asset Allocation
- Uniform Combined State Law
- Retirement
- Project Management
- Marketing
- RIA
- Business Analysis
- Strategic Planning
- Leadership
- PowerPoint
- Sales
- Microsoft Excel
Robert Schlegel Summary
- Robert Schlegel, based in Winter Garden, FL, US, is currently a Divisional Sales Manager at Clark Capital Management Group. Robert Schlegel brings experience from previous roles at Virtus Investment Partners, Curian Capital, AIG SunAmerica and John Hancock Financial Services. Robert Schlegel holds a 2001 - 2003 Master's degree in Business, Management, Marketing, and Related Support Services @ cambridge college. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities and more. Robert Schlegel has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Clark Capital Management Group Employees
Matthew Gordon
Chief Technology Officer
Wayne, PA, US
Oliver Chambers
Head of Fixed Income SMA, Senior Portfolio Manager
Philadelphia, PA, US
Devin Dougherty
Director of Product Management and Development
New Hope, PA, US
Roger McMinn
Director of Marketing Communications
Phoenixville, PA, US
Patty McAuley
SVP, Head of Marketing
Philadelphia, PA, US
Zack Dukich
SVP, Co-Head of National Sales
Mickleton, NJ, US
Joseph Bell
Executive Vice President - Director of Key Accounts
Philadelphia, PA, US
Jeffrey W. Coron
Head of National Accounts
Wayne, PA, US
Patrick Hart
VP, Head of Data and Engineering
Philadelphia, PA, US
Anthony Soslow
Co-Head Equities, SVP, Sr. Portfolio Manager
Philadelphia, PA, US
David Rights
EVP, Director of Research
Fort Washington, PA, US
Glenn Dorsey
SVP, Client Portfolio Manager
Philadelphia, PA, US
Denise Williams
COO, CCO
Philadelphia, PA, US
Christopher Cullen
Chief Distribution Officer
Philadelphia, PA, US
Colleen Rowley
Director of Operations
Philadelphia, PA, US
Sean Clark
Chief Investment Officer
Philadelphia, PA, US
Rob Holmes
Vice President, Internal Sales Manager
Philadelphia, PA, US
Jackson Connor
Head of Distribution Analytics
Philadelphia, PA, US
Colene Bittone
Senior Vice President
Philadelphia, PA, US
Chad Painter
Chief Operating Officer
Philadelphia, PA, US
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