Robert Werner Location
- Newport Beach, CA, US
Robert Werner Work
- 2020 - now Chief Revenue Officer (CRO) @ Liquipel
- 2004 - now Proprietor @ Werner Financial
- 2015 - 2020 CFO @
- 2012 - 2015 Executive Director @ Anfield Advisors, LLC
- 2008 - 2011 Chief Insurance Officer @ The Policy Advisor
- 2000 - 2003 Principal @ myCFO, Inc.
- 2002 - 2003 Senior Advisor @
- 1993 - 1998 Principal @ The Ayco Company L.P.
- 1991 - 1993 Attorney @ Chadbourne & Parke
Robert Werner Education
- Saint John's University School of Law 1988 - 1991
Robert Werner Skills
- Business Strategy
- Leadership
- Asset Management
- Tax
- Portfolio Management
- Financial Planning
- Finance
- Life Insurance
- Strategic Planning
- Venture Capital
- Insurance
- Financial Analysis
- Investments
- Accounting
- Equities
- Consulting
- Private Equity
- Business Development
- Wealth Management
- Mergers & Acquisitions
- Alternative Investments
- Management
- Financial Services
- Small Business
- Business Planning
- Estate Planning
- Investment Advisory
- Strategic Financial Planning
- Asset Allocation
- Investment Strategies
- Valuation
- Due Diligence
- Estate Tax Planning
- Wealth
- Strategy
- Risk Management
- Litigation
- Civil Litigation
- Legal Research
- Mergers and Acquisitions
- Integration
Robert Werner Summary
- Robert Werner, based in Newport Beach, CA, US, is currently a Chief Revenue Officer (CRO) at Liquipel. Robert Werner brings experience from previous roles at Werner Financial, CityTwig.com, Anfield Advisors, LLC and The Policy Advisor. Robert Werner holds a 1988 - 1991 Saint John's University School of Law. With a robust skill set that includes Business Strategy, Leadership, Asset Management, Tax, Portfolio Management and more. Robert Werner has 1 emails and 1 mobile phone numbers on RocketReach.
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