Rob A Halverson is a skilled professional, working in Morgan Stanley as a Financial Advisor from 2010. This expert has earned professional experience in more than nine positions at different companies. Rob A Halverson went to the University of Denver - Daniels College of Business and received education from 1987 to 1989. Chicago, Illinois is the city, where this professional was known to settle. This professional's email address and phone can be accessed through this website on demand.
Name variants:
Robert Halverson
Contact Information
Last Update
Jul 3, 2022
Email
rh**@alphagraphics.com
Location
Chicago, IL
Company
Morgan Stanley
Workplace
Financial Advisor
Work History
Financial Advisor
One of the top new Financial Advisors in net new assets acquired and ranked in upper 30% within complex of over 200 Financial Advisors in 2010. Also, competed final licensing and training fo...
Sep 2010 — Sep 2011
Owner
We’ve Moved!!! Please note our new address’s: Main Center 811 W. Evergreen, Suite 101 Chicago, IL 60642 AND New Sales Office (by appt.only) 444 N. Michigan, Suite 1200 Chicago, IL 60611 Prov...
from Jul 2011
Wealth Manager
As a Wealth Manager and team leader, built portfolio of profitable new clients with an emphasis on Mortgage, Investment Management and Fiduciary products. Also, analyzed existing customer po...
Mar 2008 — Aug 2009
Partner and Executive Vice President
Managed day to day operations and activities of 16 employees. Responsible for all Marketing, Business Development, and Recruitment activities of newly formed organization. Also, help launch ...
May 2003 — Mar 2008
Senior Vice President and Relationship Manager
In Wealth Management Group, managed and led team of four, two VP/RM's and two support staff. Primary business developer responsible for adding new customers through personal sales and market...
Mar 1999 — May 2003
Loan Officer
Created, developed and managed a portfolio within residential and commercial Real Estate Lending Groups.
Jan 1995 — Mar 1999
Education
Occupations
Executive
Owner
Financial Broker
Financial Consultant
Banker
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Skills
Email Marketing
Marketing
Direct Mail
Business Development
Sales
Direct Marketing
Digital Printing
Graphic Design
Finance
E Commerce
Large Format
Mergers and Acquisitions
Mortgage Lending
Financial Analysis
Executive Management
Portfolio Management
Business Planning
Management
Bindery
Online Marketing
Mobile Advertising
Lists
Web Marketing
Printing
Successful Business Owner
E Commerce
Web Based Marketing
Prospect Lists
Fullfillment
Custom Signs