Sam Robert's Location
Texas, United States
Sam Robert's Work
- Vice President - Retirement @ OneDigital | Executive Benefits
- Senior Relationship Manager @ Newport Financial Services
- Account Manager - Clark Consulting @ Newport Financial Services
- Licensed Personal Banker @ JPMorgan Chase & Co.
- Senior Banker @ Wells Fargo
Sam Robert's Education
- The University of Texas at Arlington - College of Business Administration
Bachelor's Degree (Business Finance)
2002 - 2004
Sam Robert's Skills
- Series 7
- Investments
- Series 63
- 401k
- Retirement
- Mutual Funds
- Retirement Planning
- Life Insurance
- Insurance
- Employee Benefits
Sam Robert's Summary
Sam Robert, based in Texas, United States, is currently a Vice President - Retirement at OneDigital | Executive Benefits, bringing experience from previous roles at Newport Group, JPMorgan Chase & Co. and Wells Fargo. Sam Robert holds a 2002 - 2004 Bachelor's Degree in Business Finance @ The University of Texas at Arlington - College of Business Administration. With a robust skill set that includes Series 7, Investments, Series 63, 401k, Retirement and more, Sam Robert contributes valuable insights to the industry. Sam Robert has 2 emails and 1 mobile phone number on RocketReach.
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