Robert Westley Email & Phone Number
National CPA Financial Literacy Commission @ AICPA
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Robert Westley Location
- New York, NY, US
Robert Westley Work
- Senior Vice President and Regional Wealth Advisor @ (January 2023 - Present)
- Regional Wealth Advisor @ (July 2022 - March 2023)
- Senior Wealth Advisor @ (July 2020 - July 2022)
- Wealth Advisor @ (February 2018 - July 2020)
- Associate Wealth Advisor @ (December 2015 - February 2018)
- National CPA Financial Literacy Commission @ (February 2019 - Present)
- Senior Tax Consultant - Private Wealth and Investment Management @ (May 2015 - December 2015)
- Tax Senior Associate - Private Client Services @ (June 2013 - May 2015)
- Tax Associate - Private Client Services @ The Gassman Financial Group (January 2012 - June 2013)
Robert Westley Education
- Manhattan University
Bachelor of Science (B.S.) (Accounting and Finance)
2012
Robert Westley Skills
- Accounting
- Alternative Investments
- Asset Allocation
- CPA
- Certified Financial Planner
- Charitable Gift Planning
- Charitable Trusts
- Comprehensive Planning
- Estate Planning
- Estate Tax Planning
- Executive Pay
- Family Office
- Finance
- Financial Modeling
- Financial Planning
- Hedge Funds
- High Net Worth Individuals
- Income Tax
- Intergenerational Wealth Transfer
- Marketing Strategy
- Multi-generational Planning
- Partnership Taxation
- Personal Finance
- Personal Financial Planning
- Personal Tax Planning
- Planning Advice
- Private Equity
- Private Foundations
- Relationship Management
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Tax
- Tax Accounting
- Tax Advisory
- Tax Preparation
- Tax Research
- Trust Taxation
- Trusts
- Wealth
- Wealth Management
- Wealth Preservation
- Wealth Preservation Planning
- Wealth Transfer
- Estate Administration
- Portfolio Management
- Investments
- Multi Generational Planning
- Strategy
- Marketing
- Management
- Financial Reporting
- Financial Management
- Fiduciary Accounting
- Investment Management
- Microsoft Word
- Project Management
- Microsoft Office
Robert Westley Summary
- Robert Westley, based in New York, NY, US, is currently a National CPA Financial Literacy Commission at AICPA. Robert Westley brings experience from previous roles at Northern Trust Corporation. Robert Westley holds a Bachelor of Science (B.S.) in Accounting and Finance @ Manhattan University. With a robust skill set that includes Accounting, Alternative Investments, Asset Allocation, CPA, Certified Financial Planner and more. Robert Westley has 3 emails and 1 mobile phone numbers on RocketReach.
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