Robert Defrancis is a high-skilled professional, working in Practifi on the position of Head of Ria Sales from 2019. This person gained professional experience in more than four positions at various companies. Robert Defrancis went to the North Carolina State University and got education from 1989 to 1998. Raleigh, North Carolina is the city, where the professional was known to live. This professional's email address and number are easily accessed through this website by request.
Name variants:
Bob Defrancis,
Bobbie Defrancis,
Bobby Defrancis,
Dob Defrancis,
Rob Defrancis,
Robbie Defrancis,
Robby Defrancis,
Robin Defrancis,
Bert Defrancis,
Bertie Defrancis
Last updated Jun 15, 2024
Contact Information
Last Update
Jun 27, 2022
Email
rd**@junxure.com, ro**@gmail.com
Location
Raleigh, NC
Company
Practifi
Workplace
Head of Ria Sales
Work History
Director of Sales
3651 Trust Dr, Raleigh, NC 27616
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm. Junxure's industry-leading techn...
Jun 2002 — Oct 2019
Sales Consultant
211 Main St, San Francisco, CA 94105
Sales at Schwab Performance Technologies
May 2000 — May 2002
Technical Support Specialist
211 Main St, San Francisco, CA 94105
Technical Support for Centerpiece (now PortfolioCenter) at Schwab Performance Technologies
Nov 1999 — May 2000
Education
1989 — 1998
Occupations
Accountant
Finance and Accounting Specialist
Executive
Director
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Crm
Sales
Financial Planners
Financial Services
Junxure
Customer Service
Relationship Management
Team Leadership
Databases
Wealth Management
Hands on Training
Strategy