Bobby Doss Email & Phone Number

Engaged customers to profile needs and drivers to help to set up an overall estate and financial plan. Specifically working with 401ks, 403bs and 457s in helping customers see the benefit of rolling their accounts into a managed IRA where appropriate.Number 1 in 2017 in sales metrics in helping clients managed their assets, transfer assets to fidelity and or guidance in investing their assets. Was the top sales person in every department while employed with Fidelity.Worked with a book of clients of 700 million (minimum balances of 250k) to help them understand their overall financial needs and the benefits for a having a professionally managed account and working with that client through the entire managed account process.Currently licensed with series 7, 66 and 63 licenses.

Greater Omaha Area

Drafted and negotiated low-income tax credit equity documents including partnership agreements, guaranty agreements, development agreements, and numerous other documents relating to a tax credit transaction.Acted as direct contact and counsel for certain clients on the entire tax credit transactions from start to finish.Under the supervision of the senior partner reviewed all funding and loan documents related to the financing of the tax credit transactions.Represented clients such as Wells Fargo, Berkshire Hathaway, and RBC among others as investors in tax credit transactions.

Greater Omaha Area

Doctor Of Law - Jd, Law, Magna Cum Laude

Activities and Societies: Creighton Law Review- Assistant Editor Trial Team

Bachelor'S Degree, Business Administration And Management, General