Robert Spicer Email & Phone Number
Owner and Managing Partner
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Robert Spicer Location
- Englewood, CO, US
Robert Spicer Work
- 2024 - now Owner and Managing Partner @ Rocky Mountain Lift Asset Management
- 2020 - 2024 Financial Advisor @
- 2019 - 2020 Financial Advisor @
- 2006 - 2019 Executive Vice President @
- 2014 - 2019 Business Owner @ Vista Private Wealth Partners LLC
- 1992 - 2006 Executive Director Area Manager @
- 1992 - 1997 Financial Advisor @
- 1991 - 1992 Account Executive @ Cohig and Associates, Stockbroker
- 1988 - 1991 Owner @ Spicer Real Estate-Aspen
Robert Spicer Education
- State University of New York College at Cortland
(Psychology)
1977 - 1981
Robert Spicer Skills
- Alternative Investments
- Mutual Funds
- Asset Allocation
- Strategic Financial Planning
- Investment Management
- Bonds
- Managed Futures
- Stocks
- Structured Products
- Series 7
- Wealth Management
- ETFs
- ERISA 408 (g) "Eligible Investment Advise Arrangement"
- UMA
- "Eligible Investment Advise Arrangement"
- Project Management
- Erisa 408 G "Eligible Investment Advise Arrangement"
- Customer Service
- Strategic Planning
- Financial Analysis
- Microsoft Excel
- Erisa 408 G
- Erisa 408 "Eligible Investment Advise Arrangement"
Robert Spicer Summary
- Robert Spicer, based in Englewood, CO, US, is currently a Owner and Managing Partner at Rocky Mountain Lift Asset Management. Robert Spicer brings experience from previous roles at Edward Jones, First Financial Equity Corporation and Vista Private Wealth Partners LLC. Robert Spicer holds a 1977 - 1981 State University of New York College at Cortland. With a robust skill set that includes Alternative Investments, Mutual Funds, Asset Allocation, Strategic Financial Planning, Investment Management and more. Robert Spicer has 1 emails and 2 mobile phone numbers on RocketReach.
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