Robert Tomaszewski Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Raymond James
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Robert Tomaszewski Location
- Detroit, MI, US
Robert Tomaszewski Work
- 2011 -now CERTIFIED FINANCIAL PLANNER™ @
- 2020 -now Owner @ B & T Wealth Management, LLC.
- 2000 -2011 Financial Advisor @
- 1999 -2000 Project Manager @
- 1997 -1999 Business Specialist - Finance @ E.I. du Pont de Nemours
- 1995 -1997 Product Specialist @ E.I. du Pont de Nemours
- 1993 -1995 Marketing Coordinator @ E.I. du Pont de Nemours
- 1991 -1993 Sr. Process Engineer @ E.I. du Pont de Nemours
- 1991 -1993 Process Engineer @ E.I. du Pont de Nemours
- 1988 -1991 Service Representative @ E.I. du Pont de Nemours
Robert Tomaszewski Education
- Oakland University
MBA (Finance)
1991-1996 - Oakland University
(Master's coursework in Systems Engineering)
1989-1990 - Michigan State University
BS (Engineering)
1982-1987 - Lamphere High School 1979-1982
Robert Tomaszewski Skills
- Retirement Planning
- Retirement
- Investments
- Finance
- Estate Planning
- Asset Allocation
- Wealth Management
- Financial Planning
- Mutual Funds
- IRAs
- Insurance
- Asset Management
- Investment Strategies
- Strategic Financial Planning
- Financial Advisory
- Portfolio Management
- Alternative Investments
- 401k
- Fixed Annuities
- Life Insurance
- Disability Insurance
- Investment Advisory
- Income Tax
- College Savings Plans
- Charitable Trusts
- Wealth
- Long-term Care
- Securities
- Retirement Income Planning
- Insurance Planning
- Employee Benefits
- Wealth Transfer
- Private Equity
- Irrevocable Life Insurance Trusts
- Trust Services
- Income for Life
- Wealth Management Services
- Process Improvement
- Certified Financial Planner
- Series 7
- Wealth Transfer Planning
- Business Transitions
- Corporate Trustee Services
- 401k Planning
- Strategic Planning
- Microsoft Word
- Marketing
- Customer Service
- Long Term Care
- Management
- 401k Rollovers
- Automotive
- Coatings
- Statistical Data Analysis
- Management Consulting
- Product Management
- Financial Analysis
- Manufacturing Operations Management
- Project Management
- Product Launch
- Product Development
- Process Engineering
- Process Management
- Manufacturing Processes
Robert Tomaszewski Summary
- Robert Tomaszewski, based in Detroit, MI, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Raymond James Financial Services, Inc. - (Member FINRA/SIPC). Robert Tomaszewski brings experience from previous roles at B & T Wealth Management, LLC., Wells Fargo Advisors, LLC, DuPont and E.I. du Pont de Nemours. Robert Tomaszewski holds a 1991 - 1996 MBA in Finance @ Oakland University. With a robust skill set that includes Retirement Planning, Retirement, Investments, Finance, Estate Planning and more. Robert Tomaszewski has 1 emails on RocketReach.
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