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Rob Stark Email & Phone Number

Regional Advisor Consultant, Asset Management at Columbia Threadneedle Investments, US
Location: Tampa, Florida, United States 7 work roles 1 school
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Role
Regional Advisor Consultant, Asset Management
Location
Tampa, Florida, United States
Company size

Who is Rob Stark? Overview

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Quick answer

Rob Stark is listed as Regional Advisor Consultant, Asset Management at Columbia Threadneedle Investments, US, a with 2448 employees, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Rob Stark.

Rob Stark previously worked as RVP, Asset Management at Columbia Management and VP, Regional Sales Director at Columbia Management. Rob Stark holds Accounting Major, International Business Minor from Appalachian State University.

Company email context

Email format at Columbia Threadneedle Investments, US

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Columbia Threadneedle Investments, US

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Profile bio

About Rob Stark

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name for the Columbia and Threadneedle group of companies. Columbia Management Investment Distributors Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered endorsements/recommendations, or indicative of any future performance or success. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit http://www.columbiathreadneedleus.com/social for more important disclosures and information.Highly driven, performance focused leader with 24+ years financial services experience including wholesaling, financial advising and public accounting. Proven record of increasing sales thru strong relationships and consultative-based sales skills, balancing both analytics and value-add business building ideas. Versatile strategist in overall planning and execution of sales campaigns. Series 63, 65, 7 Registered Representative.Specialties: External Wholesale; Mutual Funds; Managed Accounts; Sales Leader; Tri-channel; RIA; Independent Advisor; Broker-Dealer; Building Relationships; Presentations; Regional Vice President; Value based Selling; Registered Representative; Series 7; Series 63; Series 65

Listed skills include Series 7, Series 63, Series 65, Mutual Funds, and 12 others.

Current workplace

Rob Stark's current company

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Columbia Threadneedle Investments, US
Columbia Threadneedle Investments, Us
Regional Advisor Consultant, Asset Management
Tampa, FL, US
Employees
2448
AeroLeads page
7 roles

Rob Stark work experience

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Regional Advisor Consultant, Asset Management

Current

Tampa, Florida

External wholesaler covering the Wirehouse channel for the north FL area, including Tampa/Sarasota, Orlando and Jacksonville.

Oct 2013 - Present

Rvp, Asset Management

Baton Rouge, Louisiana Area

External wholesaler covering the tri-channel (RIA's, Wirehouses and Independent Advisors) for the states of Louisiana & Mississippi.

May 2009 - Oct 2013

Vp, Regional Sales Director

Washington D.C. Metro Area

External wholesaler covering the Financial Institution channel for MD, DC and No VA.

Jan 2008 - May 2009

Avp, Regional Sales Consultant

Greater Boston Area

Internal wholesaler covering the Financial Institutions channel for MD, DC & No VA.

Aug 2005 - Dec 2007

Financial Advisor

Banc Of America Investment Services

Charlotte, North Carolina Area

May 2004 - Aug 2005

Internal Sales Consultant

Nationsfunds

Charlotte, North Carolina Area

Internal wholesaler covering the Wirehouse channel for No CA & HI.

May 2002 - May 2004
Team & coworkers

Colleagues at Columbia Threadneedle Investments, US

Other employees you can reach at columbiathreadneedle.com. View company contacts for 2448 employees →

1 education record

Rob Stark education

FAQ

Frequently asked questions about Rob Stark

Quick answers generated from the profile data available on this page.

What company does Rob Stark work for?

Rob Stark works for Columbia Threadneedle Investments, US.

What is Rob Stark's role at Columbia Threadneedle Investments, US?

Rob Stark is listed as Regional Advisor Consultant, Asset Management at Columbia Threadneedle Investments, US.

Where is Rob Stark based?

Rob Stark is based in Tampa, Florida, United States while working with Columbia Threadneedle Investments, US.

What companies has Rob Stark worked for?

Rob Stark has worked for Columbia Threadneedle Investments, Us, Columbia Management, Banc Of America Investment Services, and Nationsfunds.

Who are Rob Stark's colleagues at Columbia Threadneedle Investments, US?

Rob Stark's colleagues at Columbia Threadneedle Investments, US include Nicole Snyder, Mba, George Norcross, Samantha Carleton, Kristi Sontag, and Nick Smith.

How can I contact Rob Stark?

You can use AeroLeads to view verified contact signals for Rob Stark at Columbia Threadneedle Investments, US, including work email, phone, and LinkedIn data when available.

What schools did Rob Stark attend?

Rob Stark holds Accounting Major, International Business Minor from Appalachian State University.

What skills is Rob Stark known for?

Rob Stark is listed with skills including Series 7, Series 63, Series 65, Mutual Funds, Separately Managed Accounts, Retirement Planning, Financial Services, and Sales.

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