Robyn Wood

Robyn Wood

Vice President Of Business Development
Kathleen, Georgia, United States

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Work Experience

YourStake

Vice President Of Business Development

2022-02-01 - Present

RIA Custody, Global Markets Division at Goldman

Sales Associate

2020-10-01 - 2022-02-01

Folio Institutional

Institutional Sales Associate

2019-08-01 - 2022-02-01

Folio Investing

Client Services Representative

2018-04-01 - 2022-02-01

Cattle National Bank& Trust Co

Trust Client Services Representative

2003-01-01 - 2013-06-01

Skills

esg esg analysis tool esg tool for financial advisors valuesbased investing portfolio research esg compliance sustainable investing faithbased investing impact investing esg reporting portfolio analysis portfolio proposal ai fintech clientstatementconversion proposalgeneration direct indexing

Languages

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