Robert Leiphart is a highly qualified professional, working in Fairfield University Dolan School of Business as a Cfpã Â Advisory Board from 2015. Robert gained professional experience in more than six positions at various companies. Robert Leiphart went to the University of Connecticut and was studying there from 1995 to 1998. This person has such professional qualifications as Certified Financial Planner and License 192029. New York, New York is the city, where this expert was known to be situated. This expert's email address and phone are accessed through this website on demand.
Name variants:
Bob Leiphart,
Bobbie Leiphart,
Bobby Leiphart,
Dob Leiphart,
Rob Leiphart,
Robbie Leiphart,
Robby Leiphart,
Robin Leiphart,
Bert Leiphart,
Bertie Leiphart
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ro**@yahoo.com
Location
New York, NY
Company
Fairfield University Dolan School of Business
Workplace
Cfpã Â Advisory Board
Work History
Business Development
Raised $25 million in two years of operation; Start-up financial planning business
Maintained client relationships, established and monitored clients’ financial planning goals
Collaborate...
Mar 2004 — Dec 2005
Senior Financial Planner
5365 Reno Corporate Dr SUITE 200, Reno, NV 89511
from Jun 2005
Multiple
Shelton, CT
Provided sales support and sales ideas for all products, including Variable Annuities, Mutual Funds, Wrap-Fee Products, Variable Life, Qualified Plans and 529 Plans
Implemented training pr...
Aug 1998 — Mar 2004
Internal Wholesaler
Newark, NJ
Co-Managed and prospected four territories, each generating over $35MM annually
Exceeded sales goals by 350%, 2003 Western Divisional Sales Leader
Aug 2001 — 2004
Education
1995 — 1998
1994 — 1995
Occupations
Executive
Vice President
Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Analyst
Chief Executive
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Analysts
Skills
Equities
Portfolio Management
Investments
Mutual Funds
Series 7
Financial Services
Financial Analysis
Asset Managment
Alternative Investments
Asset Management
Series 63
Wealth Management
Trading
Bloomberg
Asset Allocation
Hedge Funds
Risk Management
FAQs about Robert Leiphart
What is the main profession of Robert Leiphart?
Robert is a Vice President Financial Planning.
What jobs is Robert Leiphart a professional at?
Robert Leiphart is proficient at such jobs as Executive and Vice President.
Where is Robert Leiphart located?
Robert Leiphart is located in New York, New York.
What is the expert's email?
The professional's email is ro**@yahoo.com.
Where did Robert Leiphart work?
The expert worked at Fairfield University Dolan School of Business, Birinyi Associates Inc.
What education does Robert Leiphart have?
Robert studied at the University of Connecticut from 1995 to 1998.
What are the certifications of Robert Leiphart?
The expert received the following certifications: Certified Financial Planner and License 192029.
What languages does Robert Leiphart speak?
Robert Leiphart speaks English.