1990 -now Consultant @ Robert Wiener Financial Consulting
2000 -now Independent broker @
1995 -2026 Financial Consultant @ Robert Wiener Professional Programs
2008 -2011 Consultant @
Robert Wiener Education
New York University
BA (Business)
1962-1966
NYU
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
Robert Wiener Skills
Alternative Investments
Estate Planning
Financial Advisory
Financial Planners
Accounting
Fixed Annuities
Corporate Finance
Insurance
Retirement Planning
Financial Planning
Tax
Financial Modeling
Investments
Financial Risk
Finance
401k
Asset Allocation
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Financial Consultant
Underwriting
Strategic Financial Planning
Risk Management
Asset Management
Retirement Planning and Retirement Income
Independent Financial Advisor
Long Term Care
Financial Analysis
Private Equity
Small Business
Due Diligence
Term Life Insurance
Retirement
Mergers and Acquisitions
Employee Benefits
Securities
Hedge Funds
Permanent Life Insurance
Estate Preservation
Guaranteed Lifetime Income
Rollovers
401k Rollovers
Robert Wiener Summary
Robert Wiener, based in Cornelius, NC, US, is currently a Financial Consultant at Independent Broker. Robert Wiener brings experience from previous roles at Robert Wiener Financial Consulting, AXA Advisors/American General/Self Employed to present., Robert Wiener Professional Programs and AXA Advisors. Robert Wiener holds a 1962 - 1966 BA in Business @ New York University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Financial Planners, Accounting and more. Robert Wiener has 2 emails and 3 mobile phone numbers on RocketReach.
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