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
- University at Buffalo School of Management, The State University of New York
Master’s Degree, Finance and Financial Management Services
- State University of New York at Oswego
Bachelor's degree, Finance, General
2014null
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, Finance and Financial Management Services @ University at Buffalo School of Management, The State University of New York. With a robust skill set that includes Healthcare, Hospitals, BLS, PowerPoint, Microsoft Office and more. Robert Williams has 3 emails and 3 mobile phone numbers on RocketReach.
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