Robert Falk is a qualified professional, who works in Merrill Lynch main office of which is in 4. as a Financial Advisor from 2016. Robert has earned professional experience in more than five positions at different companies. Robert Falk went to the Baruch College and was studying from 1990 to 1996. Robert has these qualifications: Personal Investment Advisor, Securities Broker-Series 7 and Series 66, and Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities. Cortlandt Manor, New York is the city, where the professional was lastly known to be located. Robert Falk's phone and email can be easily accessed through this website by request.
Name variants:
Bob Falk,
Bobbie Falk,
Bobby Falk,
Dob Falk,
Rob Falk,
Robbie Falk,
Robby Falk,
Robin Falk,
Bert Falk,
Bertie Falk
Last updated Jun 15, 2024
Contact Information
Last Update
Jul 3, 2022
Email
rf**@yahoo.com, ro**@wellsfargo.com, rf**@epix.net
Location
Cortlandt Manor, NY
Company
Workplace
Financial Advisor
New York, NY
Industry
Financial Services, Business Services, Security Broker/Dealer
Colleagues
Work History
Vice President of Operations and Compliance
New York
Vice President of Operations and Compliance
Sep 2004 — Apr 2014
Compliance Manager
Audited, analyzed and reported on trading activity of both back office and New York Mercantile Exchange floor trading desks. Assessed results based on tolerance levels set by firm policy. Se...
Jan 2000 — Jan 2002
Education
1990 — 1996
Jan 1, 1979 — 1983
Jan 1, 1975 — 1979
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Management Consultant
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Management Analyst
Analysts
Skills
Multi Generational Family Wealth Advising
Working With Foundations
Wealth Planning For Families and Endowments
Goals Based Investment Strategies
Business Retirement Plans
Company Retirement Plans
Income Strategy During Retirement Years
Retirement Analysis
Customized Wealth Strategies
Famliy Wealth Advising
Family Wealth Management Strategy
Family Legacy Planning
Estate and Retirement Planning Services
FAQs about Robert Falk
What's the main profession of Robert Falk?
This professional's job is Financial Services
What jobs is Robert Falk proficient at at?
Robert Falk is proficient at such jobs as Financial Broker and Financial Consultant.
Where does Robert Falk live?
Cortlandt Manor, New York is the place where Robert Falk currently lives
What is Robert's email?
Robert Falk's email is rf**@yahoo.com and ro**@wellsfargo.com.
How many companies did Robert Falk work at?
The professional worked at five jobs.
Where has Robert Falk studied?
Robert studied at the Baruch College from 1990 to 1996.
What are the certifications of Robert Falk?
The expert received the following certifications: Personal Investment Advisor and Securities Broker-Series 7 and Series 66.
What languages does Robert Falk speak?
Robert Falk speaks English.