Sam Robert Email & Phone Number
Vice President - Executive Benefits Consulting @ OneDigital | Executive Benefits
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Sam Robert Location
- Texas, United States
Sam Robert Work
- Vice President - Executive Benefits Consulting @ (January 2022 - Present)
- Senior Relationship Manager @ (May 2011 - January 2022)
- Account Manager - Clark Consulting @ (December 2006 - April 2011)
- Licensed Personal Banker @ (June 2005 - December 2006)
- Senior Banker @ (October 2000 - August 2004)
Sam Robert Education
- The University of Texas at Arlington - College of Business Administration
Bachelor's Degree (Business Finance)
2002-2004
Sam Robert Skills
- Series 7
- Investments
- Series 63
- 401k
- Retirement
- Mutual Funds
- Retirement Planning
- Life Insurance
- Insurance
- Employee Benefits
- Asset Allocation
- Defined Benefit
- Financial Services
- Pensions
- Non-Qualified Deferred Compensation
- Relationship Management
- Leadership
Sam Robert Summary
- Sam Robert, based in Texas, United States, is currently a Vice President - Executive Benefits Consulting at OneDigital | Executive Benefits. Sam Robert brings 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 has 1 emails and 2 mobile phone numbers on RocketReach.
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