Robert Flora
Customized Investment Advisory Solutions | Consultative Sales | Senior Wealth Management Product Specialist | Asset Management Sales & Distribution Consultant
- Role
- Regional Director, Mid-atlantic at Sage Advisory
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Robert Flora
I am at my best when collaborating with high-performing financial advisors and their…
Experience
Regional Director, Mid-atlantic
Sep 2024 — Present
Education
Loyola University Maryland
Bachelor of Business Administration - BBA
Skills
- Securities
- Investment Management
- Series 63
- Investments
- Strategic Financial Planning
- Equities
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Portfolio Management
- Wealth Management
- Retirement Planning
- Finance
- Asset Management
- Series 7
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