Robert Sorge Email & Phone Number
Founder, Personal CFO, MBA, CRPC®, AIF®, CDFA, CPFA @ ClearView Investment Partners, LLC NJ
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Robert Sorge Location
- Florham Park, NJ, US
Robert Sorge Work
- 2011 -now Founder, Personal CFO, MBA, CRPC®, AIF®, CDFA, CPFA @
- 2018 -now Wealth Manager, Partner @
- 2004 -2011 VP, CRPC, Financial Planning @
- 2000 -2004 Director, Financial Institutions @
- 1996 -2000 National Sales Manager, Independent Advisors @
- 1992 -1996 Associate Vice President @
- 1992 -1996 Associate Vice President @ Prudential Financial
- 1988 -1992 Financial Analyst @
Robert Sorge Education
- Fordham University
MBA (Finance, International Business Specialization)
-
BA (Business Management, Political Science)
Robert Sorge Skills
- Retirement Planning
- Student Financial Aid
- Wealth Management
- Series 7
- Investments
- Series 63
- Mutual Funds
- Strategic Financial Planning
- Asset Allocation
- Financial Advisory
- Investment Advisory
- Asset Managment
- Uniform Combined State Law
- Series 65
- Financial Services
- Alternative Investments
- Series 24
- Investment Strategies
- Estate Planning
- 401k
- Separately Managed Accounts
- Series 6
- Investment Management
- Hedge Funds
- Corporate Finance
- Pensions
- Finance
- Securities
- Retirement
- Marketing
- Leadership
- Sales
- Microsoft Office
- Business Strategy
- Public Speaking
- Sales Management
Robert Sorge Summary
- Robert Sorge, based in Florham Park, NJ, US, is currently a Founder, Personal CFO, MBA, CRPC®, AIF®, CDFA, CPFA at ClearView Investment Partners, LLC NJ. Robert Sorge brings experience from previous roles at Main Street Wealth Management, LLC, Morgan Stanley, Current Analysis and Thomson Financial. Robert Sorge holds a MBA in Finance, International Business Specialization @ Fordham University. With a robust skill set that includes Retirement Planning, Student Financial Aid, Wealth Management, Series 7, Investments and more. Robert Sorge has 4 emails and 1 mobile phone numbers on RocketReach.
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