Robert James
Senior Vice President, Advisor Support at GradePoint Financial / 15 Wealth
- Role
- Senior Vice President at 15 Wealth
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Robert James
I thrive at the crossroads of people, process, and performance — and I\'m always looking…
Experience
Senior Vice President
Apr 2025 — Present · Houston, TX, US
Education
University of Houston
BA
LeTourneau University
MBA
The American College
Chartered Financial Consultant®
The American College
Chartered Advisor for Senior Living®
Skills
- Insurance
- Software Training
- Employee Benefits
- Adult Education
- Employee Training
- Market Development
- Leadership
- Investments
- Motivational Speaking
- Series 7
- Fixed Annuities
- Portfolio Management
- Financial Advisory
- Software Quality Assurance
- Series 66
- Microsoft Office
- Business Coaching
- Financial Planners
- Financial Planning
- Client Relationship Building
- Internal Training
- Small Business
- Securities
- Public Speaking
- Personal Development
- Finance
- Retirement Planning
- Webex
- Insurance Planning
- Retirement
- Strategic Financial Planning
- Client Retention
- Virtual Training
- Wealth Management
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