Brian Roberts
- Role
- Relationship Manager at Roberts Wealth Advisors
- Location
- Menlo Park, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Relationship Manager
Nov 2020 — Present · Menlo Park, CA, US
Education
Santa Clara University
Bachelor of Science (B.S.), Finance
1990 — 1994
Santa Clara University
MBA, Finance
1998 — 2001
Skills
- Strategic Financial Planning
- Investment Advisory
- Estate Planning
- Fixed Income
- Asset Allocation
- Asset Managment
- Financial Analysis
- Wealth Management
- Equities
- Retirement Planning
- Investments
- Investment Strategies
- Valuation
- Financial Modeling
- Portfolio Management
- Investment Management
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