Robert Tomaszewski Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Raymond James
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Robert Tomaszewski Location
- Detroit, MI, US
Robert Tomaszewski Work
- CERTIFIED FINANCIAL PLANNER™ @ (February 2011 - Present)
- Owner @ B & T Wealth Management, LLC. (September 2020 - Present)
- Financial Advisor @ (April 2000 - February 2011)
- Project Manager @ (January 1999 - April 2000)
- Business Specialist - Finance @ E.I. du Pont de Nemours (January 1997 - January 1999)
- Product Specialist @ E.I. du Pont de Nemours (January 1995 - January 1997)
- Marketing Coordinator @ E.I. du Pont de Nemours (January 1993 - January 1995)
- Sr. Process Engineer @ E.I. du Pont de Nemours (January 1991 - January 1993)
- Process Engineer @ E.I. du Pont de Nemours (January 1991 - January 1993)
- Service Representative @ E.I. du Pont de Nemours (January 1988 - January 1991)
Robert Tomaszewski Education
- Oakland University
MBA (Finance)
1991-1996 - Oakland University
(Master's coursework in Systems Engineering)
1989-1990 - Michigan State University
BS (President Sigma Phi Epsilon 1983-1984)
1982-1987 - Lamphere High School
(National Honor Society, Graduated top 10% of class. All state swimmer, MOAC League Champion)
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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