Uli Roberto

Uli Roberto

Investment Analyst at Bleakley Financial Group LPL Registered Admin Assistant
Boston, Massachusetts, United States

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Work Experience

Bleakley Financial Group

Investment Analyst

2019-02-01 - Present

Northwestern Mutual

Centralized Financial Security Associate

2015-05-01 - 2019-02-01

Suffolk University

Student

2015-01-01 - 2015-01-01

Santander Bank, N.A.

Bank Teller

2013-06-01 - 2013-09-01

Black Dog

Sales Associate/Store Supervisor

2011-05-01 - 2012-08-01

Skills

financial planning insurance planning investment management risk management wealth management estate planning retirement planning financial wellness

Languages

English