robert halbreiner

robert halbreiner

wealth manager

Country

united states

City

new york

Industry

financial services

Skill

microsoft excel, microsoft word, powerpoint, customer service, english, windows, research, outlook, budgets, public speaking, financial needs analysis, charitable giving stratagies, insurance, finance, investments, risk management

Experience

3 dimensional wealth advisory

wealth manager

3 dimensional wealth advisory

2014-7 - Present · 12 yrs 3 mos
usli

underwriter

usli

2006-6 - 2012-2 · 5 yrs 9 mos

* Public Company * 501-1000 employees * Insurance industry

axa advisors

financial professional

axa advisors

2012-2 - 2014-7 · 2 yrs 6 mos

* As a financial professional with AXA Advisors, LLC, I helped individuals, families, and businesses protect and grow their wealth by assisting them in the development of well-balanced insurance and investment plans. AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC * AXA Network Insurance Agency of California, LLC in CA * AXA Network Insurance Agency of Utah, LLC in UT * AXA Network of Puerto Rico, Inc. in PR. AGE-85405(5/13)(exp. 5/15)

Education

archbishop wood high school

archbishop wood high school

saint joseph's university

saint joseph's university

mathematics

2002-1 - 2006-1 · 4 yrs 1 mo
saint joseph's university

saint joseph's university

finance

2010-1 - 2014-1 · 4 yrs 1 mo

robert halbreiner's Contact Information

Email

******@***.com

Phone

(**) *** ****

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