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Robert Seiden Location
Doylestown, PA, US
Robert Seiden Work
Founder and CEO @ (December 2015 - Present)
Financial Planning Consultant @ (October 2015 - June 2016)
Financial Advisor The RS Group @ (October 2012 - October 2015)
Financial Advisor @ (September 2011 - October 2012)
Agent @ (June 2010 - September 2011)
VP Corporate Contracting @ (September 2009 - June 2010)
Director, Contract Operations @ (October 2008 - September 2009)
HSM - New Business Development @ (November 2004 - August 2008)
Director of Front Office Operations @ (November 2004 - November 2006)
Region Director and Equity Share Holder @ Pharma Logistics (August 2003 - November 2004)
Director fo Sales USA North @ EXP Pharmaceutical Services Corp (January 1997 - August 2003)
Robert Seiden Education
Stockton University
BA (Business Management)
1994-1996
Atlantic Community College
AS (Business Administration)
1992-1994
College of Financial Planning
CRPC
2015
Robert Seiden Skills
Strategy
Leadership
Series 7
Six Sigma
CRM
Lean Manufacturing
Asset Allocation
Long Term Care Insurance
Management
Investments
Insurance Brokerage
Uniform Combined State Law
Personal Financial Planning
Process Improvement
Business Development
Selling
Sales Operations
Finance
Mortgage Lending
New Business Development
Training
Sales
Marketing
Budgets
Retirement Planning
Negotiation
Marketing Strategy
Annuity Sales
FINRA
Strategic Financial Planning
Retirement
Vendor Management
Fixed Annuities
Insurance
Pricing
Series 66
Life & Health Licensed
Series 31
Lean Six Sigma - Sponsor
Social Security Planning
Financial Planning
Budgeting
Customer Relationship Management (CRM)
Customer Relationship Management Crm
Life and Health Licensed
Sponsor
Advisory
Lean Six Sigma
Master Mason
Robert Seiden Summary
Robert Seiden, based in Doylestown, PA, US, is currently a Founder and CEO at WhiteCliff Wealth Management. Robert Seiden brings experience from previous roles at GreyCliff Advisory Group LLC, Merrill Lynch, Morgan Stanley Smith Barney and NY Life. Robert Seiden holds a 1994 - 1996 BA in Business Management @ Stockton University. With a robust skill set that includes Strategy, Leadership, Series 7, Six Sigma, CRM and more. Robert Seiden has 2 emails and 5 mobile phone numbers on RocketReach.
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