Rob Whitman

Rob Whitman Email and Phone Number

Vice President, Wealth Solutions at Pershing LLC @ BNY Mellon | Pershing
Rob Whitman's Location
New York City Metropolitan Area, United States, United States
Rob Whitman's Contact Details

Rob Whitman personal email

n/a
About Rob Whitman

Experienced Program Manager with a demonstrated history of working in the financial services industry. Skilled in 401(k)/403(b) Retirement Plan design, Financial Services and Mutual Funds with securities registrations. Strong program and project management experience.

Rob Whitman's Current Company Details
BNY Mellon | Pershing

Bny Mellon | Pershing

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Vice President, Wealth Solutions at Pershing LLC
Rob Whitman Work Experience Details
  • Bny Mellon | Pershing
    Vice President, Wealth Solutions
    Bny Mellon | Pershing May 2023 - Present
    Jersey City, New Jersey, Us
    View
  • Penserv Plan Services
    Director, Retirement Plans Solutions
    Penserv Plan Services Apr 2021 - May 2023
    Columbia, Sc, Us
    View
  • Penserv Plan Services
    Technical Consultant
    Penserv Plan Services Apr 2020 - Apr 2021
    Columbia, Sc, Us
    View
  • Your Town Properties, Llc
    President
    Your Town Properties, Llc Nov 2015 - Apr 2023
  • Foresters Financial Services
    Manager, Retirement Programs
    Foresters Financial Services Apr 2013 - Apr 2020
    New York, Ny, Us
    View
  • First Investors Corporation
    Sr Pension Consultant
    First Investors Corporation Sep 1999 - Dec 2012
    New York, Ny, Us
    View
  • Prudential Financial
    New Business Consultant
    Prudential Financial Oct 1995 - Sep 1999
    Newark, New Jersey, Us
    View

Rob Whitman Skills

401k Retirement Planning Pensions Retirement Investments Mutual Funds Financial Services Fixed Annuities Series 63 Series 6 Pension Funds Finance Asset Allocation Financial Planning Securities Regulation Project Management Program Management 403 B Team Leadership Customer Service Problem Solving Product Development Program Development 401 Retirement Savings Plans Sep Ira Simple Ira Traditional Ira Roth Ira 457 Plans

Rob Whitman Education Details

  • Catawba College
    Catawba College

Frequently Asked Questions about Rob Whitman

What company does Rob Whitman work for?

Rob Whitman works for Bny Mellon | Pershing

What is Rob Whitman's role at the current company?

Rob Whitman's current role is Vice President, Wealth Solutions at Pershing LLC.

What is Rob Whitman's email address?

Rob Whitman's email address is ro****@****ial.com

What schools did Rob Whitman attend?

Rob Whitman attended Catawba College.

What skills is Rob Whitman known for?

Rob Whitman has skills like 401k, Retirement Planning, Pensions, Retirement, Investments, Mutual Funds, Financial Services, Fixed Annuities, Series 63, Series 6, Pension Funds, Finance.

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