Robert Taggart Email & Phone Number
Financial Advisor, vice president @ Financial Services Company
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Robert Taggart Location
- United States
Robert Taggart Work
- Financial Advisor, vice president @ (February 2022 - Present)
- Financial Advisor, Assistant Vice President - Investments @ (January 2017 - March 2022)
- Assistant Vice President, Regional Bank Private Banker @ (January 2015 - January 2017)
- Relationship Manager @ (November 2013 - January 2015)
- Financial Advisor, Assistant Vice President @ (September 2011 - October 2013)
- Branch Sales Manager @ (September 2007 - June 2009)
- Assistant Branch Manager @ (June 2005 - August 2007)
- Financial Advisor @ (September 2001 - August 2002)
- Financial Advisor @ (January 2000 - September 2001)
- Combat Engineer @ (September 1997 - December 1999)
- Hockey Manager @ Maryland Sporting Goods (September 1994 - October 1997)
Robert Taggart Education
- University of Maryland College Park
(Economics)
1998-2001 - Bowie High School
Diploma (General Studies)
1993-1997
Robert Taggart Skills
- Leadership
- Financial Advisory
- Series 63
- Banking
- Public Speaking
- Economics
- Wealth Preservation Planning
- Sports
- Insurance
- Retirement Planning
- Sales
- Ice Hockey
- Financial Planning
- Portfolio Management
- Investments
- Mortgage Lending
- Veterans
- Portfolio Analysis
- Finance
- Series 66
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Microsoft Office
- Marketing
- Credit
- Customer Service
- Financial Analysis
- Investment Planning
- Management
- Coaching
- Loans
- Analysis
- Series 7
Robert Taggart Summary
- Robert Taggart, based in United States, is currently a Financial Advisor, vice president at Ameriprise Financial Services, LLC. Robert Taggart brings experience from previous roles at Wells Fargo Advisors, Citi and Merrill Lynch. Robert Taggart holds a 1998 - 2001 University of Maryland College Park. With a robust skill set that includes Leadership, Financial Advisory, Series 63, Banking, Public Speaking and more. Robert Taggart has 3 emails and 2 mobile phone numbers on RocketReach.
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