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Calvin Roberts

Agency Supervisory Officer @MassMutual Oregon

Portland, OR, US
EMAILS
[email protected]
MOBILE NUMBERS
+15•••••••81

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WORK HISTORY

Jan 2026 — Present

Agency Supervisory Officer @MassMutual Oregon

EDUCATION

2013 — 2017

Oregon State University

Bachelor’s Degree, Finance, General

2009 — 2013

St. Mary’s High School

High school diploma

SKILLS

Retirement PlanningCollege Funding StrategiesBusiness AnalysisStrategic PlanningInvestment StrategiesSocial MediaFundraising401(K) Retirement Savings PlansVolunteeringNonprofitsInvestmentsTeamworkFinancial MarketsInventory ManagementCollege Savings PlansEvent PlanningLeadershipTeam BuildingCustomer ServiceFinancial PlanningMicrosoft OfficeInvestment AdvisoryFinancial RiskPublic Speaking

ABOUT CALVIN ROBERTS

Experienced Financial Planning Analyst with a focus on ESG investments. Skilled in Investment Advisory, College Funding Strategies, Holistic Financial Planning, Retirement Planning, and Financial Markets. Strong finance professional with a Bachelor’s Degree in Finance; and a Bachelor’s Degree in Business Administration focused on entrepreneurship, and International Business from Oregon State University.

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