Since 2003, Rob Greer has been working in Strategic Financial Group. This expert is a competent Partner with over one years of work experience. According to Rob's CV and work profile, this professional has worked at more than two companies with numerous backgrounds and got various skills. Rob attended school at the California State University-Chico from 1993 to 1998. Rob can be found in Newport Beach, California – where this expert currently lives. You can search for this expert's contacts. We can also provide you with detailed contact information upon request.
Name variants:
Robert Greer
Last updated Jun 14, 2024
Contact Information
Last Update
Jul 13, 2022
Email
ro**@nmfn.com
Location
Newport Beach, CA
Company
Workplace
Colleagues
Work History
Partner
I have a full service financial firm located in Orange County. We have strong affiliations with Northwestern Mutual as well as many other major insurance carriers and various investment firm...
from Jan 2003
Field Director
In addition to having a personal practice, my role was to recruit and develop new talent in the Financial Services industry.
2006 — 2007
Education
1993 — 1998
1991 — 1994
1980 — 1993
Occupations
Executive
Chairperson
Founder
Partner
Managers
Marketer
Advertising Professional
Director
Accountant
Finance and Accounting Specialist
Chief Executive
Founding Member
Advertising Sales Agent
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Retirement
Finance
Estate Planning
Strategic Planning
Financial Services
Employee Benefits
Life Insurance
Financial Planning
Strategic Corporate Or Personal Consulting
Long Term Care
Disability Insurance
Retirement Planning
Estate Maximization Methods
Tax Mitigation
Leadership
Insurance
401K
Securities
Asset Protection
Wealth Management
Business
Small Business
High Net Worth Individuals
Executive Compensation and Benefits Design
Business Succession Strategies
Life Insurance Planning and Funding Methods
Human Capital
Executive Management
Life Insurance Auditing
Corporate Compliance and Audit
Traditional and Alternative Risk Management
Collateralization of Corporate and Personal Assets
Retirement Distribution Efficiency
Identifying New Revenue Streams
Multi Generational Legacy Planning and Wealth Transfer
Strategic Introductions
Investment Strategies
Leverage and Arbitrage With Alternative and Traditional Asset Classes
Succession Planning
Business Analysis
401 Retirement Savings Plans
Start Ups
Strategy
Management
Sales
Business Development
Marketing
Team Building
Venture Capital