Jamie A. Robinson
Senior Advisor @Wealthspire Retirement Advisory
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2022 — Present
Senior Advisor @Wealthspire Retirement Advisory
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Charlotte, NC, US
EDUCATION
1990 — 1993
Indiana University of Pennsylvania
BS, Corporate Communications
1998 — 2002
Frostburg State University
MBA, Business
SKILLS
InsuranceEmployee BenefitsAsset AllocationMutual FundsPortfolio ManagementSellingFinancial ServicesCrmFinance401kInvestment StrategiesAccount ManagementFinancial PlanningSeries 63SecuritiesAnnuitiesPensionsSeries 7RetirementStrategic Financial PlanningInvestmentsWealth ManagementErisaInvestment AdvisoryRetirement PlanningConsultative SellingFinancial AdvisoryStrategic PlanningCustomer RelationsRelationship ManagementComplianceFixed AnnuitiesCustomer ServiceSeries 6
ABOUT JAMIE A. ROBINSON
Senior Advisor, NFP Retirement
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