Robert M. Mustard
Financial Services Professional @New York Life
Plymouth County, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2011 — Present
Financial Services Professional @New York Life
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Duxbury & Hyannis & Waltham, MA, US
Recruited by New York Life to help clients make their most important financial decisions. I continue to build a clientele of Business Owners, Executives & Professionals. I help them Create, Accumulate and Preserve Wealth. I bring value to my clients through Extraordinary Service, Innovative ideas and concepts, outstanding resources and Blue Chip quality products.
SKILLS
AnalysisCommercial AviationSecuritiesEstate PlanningFinancial PlanningMortgage LendingMarketingFinancial ServicesFinancial AnalysisInsuranceBusiness PlanningSalesInvestmentsAviationStrategic Financial PlanningCommercial PilotMutual FundsRisk ManagementStrategic PlanningPortfolio ManagementStart-UpsBusiness DevelopmentRetirement PlanningBusiness StrategyFinanceAsset ManagementFinancial ModelingStrategyTraining
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