Robert Sokolowski Email & Phone Number

Owner and Investment Manager @ Metis Wealth Management & Planning

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Robert Sokolowski Location

Bluffton, SC, US

Robert Sokolowski Work

2022 - now Owner and Investment Manager @ Metis Wealth Management & Planning
2020 - 2021 Assistant Portfolio Manager and Financial Planner @ Metis Wealth Management & Planning
2017 - 2020 Investment Advisor @ Westview Investments

2016 - 2017 Production Controller @ Target
2014 - 2016 Outbound Group Leader @ Target
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2014 - 2014 Executive Team Leader- Sales Floor Operations @ Target
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2012 - 2014 Executive Team Leader- Food @ Target
2011 - 2011 Intern @ Otter Creek Awnings
2011 - 2011 Intern @ Westview Investments

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Robert Sokolowski Education

Bryant University
Financial Planning Certificate Program (CERTIFIED FINANCIAL PLANNER™ designation coursework)
2016 - 2018
Bryant University
Financial Planning Certificate Program (Financial Planning)
2016 - 2018
University of Vermont
Bachelor of Arts (B.A.) (Economics, Business Administration)
2008 - 2012

Vergennes Union High School
2004 - 2008

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Robert Sokolowski Skills

Leadership
Capital Budgeting
PowerPoint

Social Media
Public Speaking
Economics
Human Resources
Corporate Finance
Sales
Managerial Finance

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Robert Sokolowski Summary

Robert Sokolowski, based in Bluffton, SC, US, is currently a Owner and Investment Manager at Metis Wealth Management & Planning. Robert Sokolowski brings experience from previous roles at Metis Wealth Management & Planning, WestView Investment Advisors and Target. Robert Sokolowski holds a 2016 - 2018 Financial Planning Certificate Program in CERTIFIED FINANCIAL PLANNER™ designation coursework @ Bryant University. With a robust skill set that includes Leadership, Capital Budgeting, PowerPoint, Social Media, Public Speaking and more. Robert Sokolowski has 2 emails and 1 mobile phone numbers on RocketReach.

Robert Sokolowski Emails

Found 2 emails

Robert Sokolowski Phone Numbers

Found 4 phone numbers

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Top Metis Wealth Management & Planning Employees

Jennifer Sokolowski

Owner and Financial Planner at Metis Wealth Management & Planning

Bluffton, SC, US
2
- gmail.com
- metiswealthllc.com

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