Roberta Anderson Email & Phone Number
Vice President - Investments @ Merritt Point Wealth Advisors
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Roberta Anderson Location
- Greenwich, CT, US
Roberta Anderson Work
- 2024 -now Vice President - Investments @
- 2012 -2022 Senior Vice President - Head of Private Banking @
- 2009 -2012 Regional Private Banking Manager @
- 1991 -2009 SVP and Partner @
- 1986 -1991 VP, Commercial Lender @
Roberta Anderson Education
- ABA Stonier Graduate School of Banking 2013-2015
- The University of Connecticut School of Business
Master of Business Administration (MBA)
1989-1991 - Fairfield University
Bachelor of Science - BS
1982-1986
Roberta Anderson Skills
- Credit
- Strategic Financial Planning
- Loans
- Private Banking
- Investment Management
- High Net Worth Individuals
- Insurance
- Wealth
- Series 7
- Commercial Lending
- Portfolio Management
- Wealth Management
- Management
- Vt
- Banking
- Mortgage Lending
- New Business Development
- Customer Service
- Financial Analysis
- Sales
Roberta Anderson Summary
- Roberta Anderson, based in Greenwich, CT, US, is currently a Vice President - Investments at Merritt Point Wealth Advisors. Roberta Anderson brings experience from previous roles at People's United Bank, Wells Fargo, Wachovia Wealth Management and The Chase Manhattan Bank. Roberta Anderson holds a 2013 - 2015 ABA Stonier Graduate School of Banking. With a robust skill set that includes Credit, Strategic Financial Planning, Loans, Private Banking, Investment Management and more.
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