Robert Searle Email & Phone Number
Managing Partner | Wealth Advisor @ Northeast Investment Group
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Robert Searle Location
- Burlington, MA, US
Robert Searle Work
- Managing Partner | Wealth Advisor @ (June 2022 - Present)
- Financial Advisor | Assistant Vice President @ Citizens Securities, Inc. (October 2016 - June 2022)
- Investment Associate @ (January 2014 - January 2016)
- Loan Officer @ Prospect Mortgage, LLC (January 2012 - January 2014)
Robert Searle Education
- University of Massachusetts Lowell
Bachelor’s Degree (Finance)
- Bryant University
Financial Planning Certificate
Robert Searle Skills
- Mortgage Banking
- Banking
- Relationship Management
- Investments
- Real Estate Financing
- Loans
- Insurance
- Financial Services
- Retirement Planning
- Sales
- Financial Planning
- Financial Markets
Robert Searle Summary
- Robert Searle, based in Burlington, MA, US, is currently a Managing Partner | Wealth Advisor at Northeast Investment Group. Robert Searle brings experience from previous roles at Citizens Securities, Inc., Santander Bank, N.A. and Prospect Mortgage, LLC. Robert Searle holds a Bachelor’s Degree in Finance @ University of Massachusetts Lowell. With a robust skill set that includes Mortgage Banking, Banking, Relationship Management, Investments, Real Estate Financing and more. Robert Searle has 2 emails and 1 mobile phone numbers on RocketReach.
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