Robert Apple is a high-level expert, that works in Westpoint Financial Group main office of which is in 164. as a Associate Partner from 2019. This expert gained professional experience in more than six positions at different companies. Robert Apple went to the University of Cincinnati Carl H. Lindner College of Business and received education there from 2010 to 2014. Cincinnati, Ohio is the city, where the professional was known to be settled. This person's phone and email can be easily accessed through SoftwareOfficial on demand.
Name variants:
Bob Apple,
Bobbie Apple,
Bobby Apple,
Dob Apple,
Rob Apple,
Robbie Apple,
Robby Apple,
Robin Apple,
Bert Apple,
Bertie Apple
Last updated Jun 14, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ap**@mail.uc.edu
Location
Cincinnati, OH
Company
Workplace
Colleagues
Work History
Associate Partner
900 east 96Th St SUITE 300, Indianapolis, IN 46240
from Jun 2019
Investment Advisor Representative
455 Delta Ave SUITE 301, Cincinnati, OH 45226
My team focuses on actively working with clients to help them reach their financial goals. These goals can be anything from financially preparing for college to securing a comfortable lifest...
from Apr 2018
Investment Advisor Representative
At DLAK I was responsible for the servicing of 125
Clients and their Investment Portfolios totaling approx. $40M
Responsibilities included, building and maintaining Investment Portfolios,...
Jan 2015 — Apr 2018
Intern
While with PIAS, I was responsible for analyzing financial information obtained from Clients to help determine strategies for meeting Clients' financial objectives inclusive of: cash managem...
Jan 2014 — Apr 2014
Sales Agent and Assistant Account Representative
5710 Wooster Pike SUITE 320, Cincinnati, OH 45227
During my Co-op with Reinvest I did a wide variety of tasks. My first of which was completing the state course and exam to become a licensed Real Estate Agent in Ohio. Once I completed this ...
Jan 2013 — Aug 2013
Student Representative
1025 Kirkwood Pkwy southwest, Cedar Rapids, IA 52404
As a student representative for the University of Cincinnati call center it was my duty to contact alumni and solicit charitable donation for various funds. During any given shift I would co...
Apr 2012 — Jan 2013
Education
Occupations
Supporting Member
Executive
Partner
Accountant
Finance and Accounting Specialist
Advisor
Representative
Health Specialist
Certified Nurse Aide
Team Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Nurse
Nurse Practitioner
Skills
Sales
Finance
Outgoing
Understanding
Hardworking
Proficient In Microsoft Office
Time Management
Public Speaking
Always Willing To Learn
Highly Dedicated
Positive Can Do Attitude
Social Skills
Organization Skills
Microsoft Office