Robert M Dolman
Assistant Vice President, Financial Advisor-Unionbanc Investment Services
Robert M Dolman is a high-level expert, working in Union Bank on the position of Assistant Vice President, Financial Advisor-Unionbanc Investment Services since 2020. This person gained professional experience in more than eight positions at different companies. Robert M Dolman went to the West Virginia University and received education from 1991 to 1995. This expert has such professional qualifications as Series 6, 63, 7, Life and Health, Series 6, and Series 63. West Des Moines, Iowa is the area, where the professional was known to settle. This person's phone and email are easily accessed through Connexy by request.
Name variants:
Bob Dolman,
Bobbie Dolman,
Bobby Dolman,
Dob Dolman,
Rob Dolman,
Robbie Dolman,
Robby Dolman,
Robin Dolman,
Bert Dolman,
Bertie Dolman
Contact Information
Last Update
Jul 9, 2022
Email
rd**@metlife.com
Location
West Des Moines, IA
Company
Union Bank
Workplace
Assistant Vice President, Financial Advisor-Unionbanc Investment Services
Work History
Regional Vice President
Connecticut
Territory: AZ, CO, NM, UT, NV, CA
Channel: Independent Broker-Dealers
Responsibilities: Promoting sales of Fixed Indexed Annuities, Index Linked Variable Annuities, DIA, SPIA
Representin...
from Jan 2019
Regional Vice President
18100 Von Karman Ave SUITE 500, Irvine, CA 92612
Territory: AZ, CO, UT, NV, ID, NM, WY
Channel: Independent Broker-Dealer, RIA
Represented Multi Family RIET and Private Credit Funds to top producing Advisors
Presented high volume of fa...
Sep 2017 — Sep 2018
Regional Vice President
4546 Corporate Dr, West Des Moines, IA 50266
Territory: AZ, NV, NM, TX
Channel: Independent Broker-Dealer, Financial Institution
Expanded product sales of Mutual Funds and Annuities to include VA, IOVA and FIA products
Key clients ...
Dec 2014 — Dec 2015
Regional Sales Vice President
200 Park Ave, New York, NY 10016
Territory: AZ, NM, TX
Channel: Independent Broker-Dealer
Tasked with newly created IBD channel territory expansion
Worked with internal wholesalers, account management and planning teams...
Oct 2001 — Aug 2005
Senior Regional Sales Representative
Territory: AZ, NV, UT, ID
Channel: Wirehouse
Aggressively expanded the sale of annuity products in my four state territory
Extensive travel schedule doing both individual meetings and re...
Jul 1999 — Oct 2001
Senior Internal Wholesaler
1918 north Olive St, Dallas, TX 75201
After earning my degree, I worked at Putnam Investments and then Pilgrim Funds, managing sales of mutual funds across the North East Territory, including NY,MA,NJ,CT.
Substantially grew te...
Aug 1997 — Aug 1999
Broker and Client Services
100 Federal St, Boston, MA 02110
Responsible for high volume inbound Broker and Client Service phone calls
Responsible for delivering concierge type service to top Advisors around the country
Promoted to the company’s ex...
Aug 1996 — May 1997
Education
1991 — 1995
Occupations
Executive
Assistant Vice President
Accountant
Finance and Accounting Specialist
Regional Vice President
Sales Specialist
Agent
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Sales Representative
Skills
Mutual Funds
Variable Annuities
Retirement Planning
Investments
Fixed Annuities
Wealth
Sales
Series 7
Retirement
Series 6
Financial Advisory
Series 63
Insurance
Financial Services
Public Speaking
Asset Allocation
Long Term Care
Life Insurance
Alternative Investments
401K
Multichannel Distribution
Product Launch
Territory Growth/Development
401 Retirement Savings Plans
Securities Regulation
Wealth Management
Practice Management
Communication
Leadership
Time Management
Leading Meetings
Teamwork
Entrepreneurship
Small Business Management
Business Development
Realestate
Private Debt
Coaching
Mentoring
Small Business Financial Management
Customer Service
Employee Learning and Development
Employee Training
Human Resources
L&D
People Development
Staff Development
Training and Development
Management
FAQs about Robert M Dolman
What's the profession of Robert M Dolman?
This professional's job is Assistant Vice President, Financial Advisor-Unionbanc Investment Services
What are the profession of The expert?
These person's professions are Executive and Assistant Vice President
Where does Robert M Dolman live?
West Des Moines, Iowa is the place where Robert M Dolman lives
What is Robert M Dolman's email?
Robert M Dolman's email is rd**@metlife.com.
How many companies did Robert M Dolman work at?
The professional worked at eight jobs.
What education does Robert M Dolman have?
Robert studied at the West Virginia University from 1991 to 1995.
What are the certifications of Robert M Dolman?
The expert received the following certifications: Series 6, 63, 7, Life and Health, Series 6, Series 63, Series 66, Series 7, Arizona Life & Health Insurance, Ricp, and How To Present and Stay on Point.
What is professional industry that Robert M Dolman is connected to?
Robert M Dolman works in Financial Services industry.