Bob Carville

Bob Carville

Business Development Officer
Fort Myers, Florida, United States

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Work Experience

Cumberland Trust

Business Development Officer

2022-10-01 - Present

Independent Consultant

Financial Services Consultant

2021-01-01 - 2022-09-01

Lifespan of Greater Rochester

Financial Services Professional

2019-02-01 - 2020-11-01

Fidelity Investments

Director Retirement Planner

2013-01-01 - 2017-01-01

Genesee Valley Trust Company

VP & Business Development Officer

2010-08-01 - 2013-07-01

Skills

asset protection trusts charitable trusts family foundations revocable trusts special needs trusts unique assets senior elder care trust administration estate administration philanthropic services independent trust company corporate trustee corporate executor client service building relationships wealth transfer experts succession planning modern family dynamics

Languages

English