Robert Bogia
Financial Representative at Fulcrum Capital Partners, LLC
- Role
- Investment Advisor Representative at Principal Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Robert Bogia
Are your personal and business financial strategies up-to-date? A quick look at what…
Experience
Investment Advisor Representative
Apr 2017 — Present · Charlotte, NC, US
Education
University of Delaware
Bachelor of Science (B.S.)
2010 — 2014
Skills
- Microsoft Excel
- Powerpoint
- Auditing
- Bookkeeping
- Tax Preparation
- Financial Analysis
- Finance
- Teamwork
- Income Tax
- Microsoft Office
- Social Media
- Accounting
- Research
- Customer Service
- Tax
- Public Speaking
- Financial Accounting
- Account Reconciliation
- Time Management
- Access
- Quickbooks
- Financial Reporting
- Microsoft Word
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