David Robertson is a eficient expert, that works in Allworth Financial as a Director of Retirement Plan Services from 2020. David Robertson has earned professional experience in more than 11 positions at various companies. David Robertson went to the Western Kentucky University and was studying from 1985 to 1989. Irving, Texas is the area, where the professional was known to be living. This expert's phone and email can be accessed through Connexy by request.
Name variants:
Daved Robertson,
Dayvid Robertson,
Dave Robertson,
Davey Robertson,
Davie Robertson,
Davy Robertson
Contact Information
Last Update
Jun 30, 2022
Email
da**@assetbook.com, da**@gmail.com, da**@gmail.com
Location
Irving, TX
Company
Allworth Financial
Workplace
Director of Retirement Plan Services
Work History
Vice President, Partnership Management - Personal Financial Management
200 West St, New York, NY 10006
from Jun 2017
Vice President, Partnership Management
620 Newport Center Dr SUITE 500, Newport Beach, CA 92660
from Jun 2017
Vice President, Business Development
1550 Deep Creek Dr #p/o box 232, Mchenry, MD 21541
AssetBook is a leading Asset Management and Reporting system. It uses web-based technology and allows Advisors to outsource the data administration.
Feb 2013 — Jun 2017
Client Relationship Management
15725 Dallas Pkwy SUITE 220, Addison, TX 75001
Responsible for maintaining client relationships at RAA. As a Relationship Manager my responsibility is to build lasting relationships with my clients and their families by providing compete...
from Jun 2012
Regional Director
5900 O Street Rd, Lincoln, NE 68528
Responsible for wholesaling 401k, 457 and cash balance plans to financial advisors, insurance agents and benefits brokers throughout Texas and New Mexico.
Jun 2011 — Jun 2012
Financial Advisor
1 north Jefferson Ave St, Louis, MO
Responsible for business development and client service functions for a financial advisory team focused on selling 401k plans in the 5 million to 50 million space.
2009 — 2011
Major Accounts District Manager
Responsible for wholesaling ADP's 401k products to financial advisors.
Feb 2008 — Nov 2009
Vice President, Practice Management and Consulting
245 Summer St, Boston, MA 02210
Oct 1993 — Mar 2008
Account Executive
245 Summer St, Boston, MA 02210
Responsible for selling 401k investment management and record keeping services to employers with retirement plans under 5 million in assets.
Sep 1993 — Feb 2008
Education
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Financial Services
Asset Management
Investments
Relationship Management
Sales
Mutual Funds
Series 63
Wealth Management
Portfolio Management
Series 7
Asset Allocation
Securities
Alternative Investments
Series 6
Consulting
Investment Advisory
Business Relationship Management
Equity Trading
401K
Retirement Planning
Retirement
Financial Advisory
Fixed Annuities
Iras
Life Insurance
Uniform Combined State Law
Finra
Long Term Care
401K Rollovers
Strategic Financial Planning
Insurance
Personal Financial Planning
FAQs about David Robertson
What is the profession of David Robertson?
This professional's job is Director of Retirement Plan Services
What jobs is David a professional at?
David Robertson is a professional such jobs as Executive and Vice President.
Where is David Robertson currently located?
David is located in Irving, Texas.
What is David Robertson's email?
The expert's email is da**@assetbook.com and da**@gmail.com.
Where did David Robertson work?
David Robertson worked at Allworth Financial, Goldman Sachs.
Where has David Robertson studied?
David studied at the Western Kentucky University from 1985 to 1989.
What is professional industry that David Robertson is connected to?
David works in Financial Services industry.
What are special skills of David Robertson?
David has the following skills:.