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 @
- 2020 -2021 Assistant Portfolio Manager and Financial Planner @
- 2017 -2020 Investment Advisor @
- 2016 -2017 Production Controller @
- 2014 -2016 Outbound Group Leader @
- 2014 -2014 Executive Team Leader- Sales Floor Operations @
- 2012 -2014 Executive Team Leader- Food @
- 2011 -2011 Intern @ Otter Creek Awnings
- 2011 -2011 Intern @
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
Robert Sokolowski Skills
- Leadership
- Capital Budgeting
- PowerPoint
- Social Media
- Public Speaking
- Economics
- Human Resources
- Corporate Finance
- Sales
- Managerial Finance
- Market Research
- Project Finance
- Excel
- Finance
- Strategic Planning
- Microsoft Office
- Microsoft Word
- Operations Management
- Microsoft Excel
- Marketing
- Customer Service
- Financial Analysis
- Nonmarket Analysis
- Management
- Political Economy
- Inventory Management
- Inventory Control
- Recruiting
- Analysis
- Hiring
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.
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Robert Sokolowski
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