Robert Williams Email & Phone Number
Financial Planner and Partner @ Coordinated Plan
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Robert Williams Location
- Rochester, NY, US
Robert Williams Work
- 2019 -now Financial Planner and Partner @
- 2018 -2019 Financial Planner @ The Resource Group of Rochester
- 2016 -2018 Financial Adviser @
- 2014 -2016 Financial Analyst @ JMJayson & Company/ Realmark Corporation
- 2014 -2014 Financial Analyst Intern @
Robert Williams Education
- State University of New York at Buffalo - School of Management
Master’s Degree (Finance and Financial Management Services)
- State University of New York College at Oswego
Bachelor's degree (Finance, General)
2014
Robert Williams Skills
- Healthcare
- Hospitals
- BLS
- PowerPoint
- Microsoft Office
Robert Williams Summary
- Robert Williams, based in Rochester, NY, US, is currently a Financial Planner and Partner at Coordinated Plan. Robert Williams brings experience from previous roles at The Resource Group of Rochester, Centra Financial Group, JMJayson & Company/ Realmark Corporation and U.S. Energy Development Corporation. Robert Williams holds a Master’s Degree in Finance and Financial Management Services @ State University of New York at Buffalo - School of Management. With a robust skill set that includes Healthcare, Hospitals, BLS, PowerPoint, Microsoft Office and more. Robert Williams has 2 emails on RocketReach.
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