Robert Archbald
Financial Advisor Pleasant Hills 412-780-9602
- Role
- Financial Advisor at Beaconsfield Financial Svc
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Robert Archbald
Do you have a question about your money that I can answer, It always free to talk! Call…
Experience
Financial Advisor
Aug 2014 — Present
As a Financial Advisor I work with individual clients. My primary connections to clients is to provide them with an understanding of how to convert there savings from retirement plans into a monthly income steam. I also work with companies and clients on the accumulation phase to save those dollars for their best vacation experiance. My first goal when working with clients is to give them choices that make them happy with what we have done together!
Education
Suny Polytechnic Institute
Bachelor's Degree, Business Administration and Management, General
1976 — 1978
Duquesne University
Executive Certification in Financial Planning, Financial Planning and Services
2005 — 2006
Skills
- Banking
- Mutual Funds
- Risk Management
- Portfolio Management
- Loans
- Social Media Marketing
- Microsoft Excel
- Powerpoint
- Social Networking
- Insurance
- Employee Benefits
- Marketing Communications
- Event Planning
- Leadership
- Public Speaking
- Business Development
- Team Building
- Management
- Financial Advisory
- Financial Planning
- Investments
- Customer Service
- Marketing
- Small Business
- Public Relations
- Retirement Planning
- Social Media
- Microsoft Office
- Sales
- Strategic Planning
- Time Management
- Sales Management
- Budgets
- Finance
- Credit Analysis
- Microsoft Word
- Event Management
- Financial Services
- Marketing Strategy
- Financial Analysis
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