Robert Wert Email & Phone Number
President, Longview Private Wealth Management @ Oxford Harriman & Company
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Robert Wert Location
- Reading, PA, US
Robert Wert Work
- President, Longview Private Wealth Management @ (October 2025 - Present)
- Managing Director - Investments @ (June 1985 - October 2025)
Robert Wert Education
- University of Chicago
Master of Business Administration (M.B.A.) (Finance, General)
1981-1982 - Penn State University
Bachelor of Business Administration (B.B.A.) (Business/Commerce, General)
1978-1980
Robert Wert Skills
- 401(k) options
- Investments
- Asset Allocation
- Securities
- Finance
- Financial Services
- Leadership
- Retirement Plan Consulting
- Financial Advisory
- Investment Planning
- Retirement
- Wealth Management
- Portfolio Management
- Alternative Investments
- Investment Strategies
- Strategic Planning
- Customer Service
- 401k Planning
- Deferred Compensation Plans
- 401 Planning
Robert Wert Summary
- Robert Wert, based in Reading, PA, US, is currently a President, Longview Private Wealth Management at Oxford Harriman & Company. Robert Wert brings experience from previous roles at Wells Fargo Advisors. Robert Wert holds a 1981 - 1982 Master of Business Administration (M.B.A.) in Finance, General @ University of Chicago. With a robust skill set that includes 401(k) options, Investments, Asset Allocation, Securities, Finance and more. Robert Wert has 1 emails and 3 mobile phone numbers on RocketReach.
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