Robert Moffitt

MBA Candidate | UVA Darden School of Business \'27

Role
Wealth Planner at Ballentine Partners, LLC
Location
Charlottesville, VA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Robert Moffitt

I am a goal oriented leader with prior experiences as a professional athlete in the sport…

Experience

  1. Wealth Planner

    Ballentine Partners, LLC

    Feb 2024 — Present

Education

  • Dartmouth College

    Bachelor of Arts, Classical Language and Literature

Skills

  • Banking
  • Risk Management
  • Sales
  • Retail Banking
  • Credit
  • Loans
  • Commercial Banking
  • Credit Analysis
  • Consumer Lending
  • Chargebacks
  • Returns Management
  • Overdrafts
  • Mortgage Lending
  • Loan Origination
  • Loan Servicing
  • Deposits

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Robert Moffitt — Wealth Planner at Ballentine Partners, LLC in Charlottesville, VA, US | Unifers