Rob Warren, Mba, Cfp®

Rob Warren, Mba, Cfp® Email and Phone Number

Private Wealth Advisor at Twickenham Advisors @ Twickenham Advisors
birmingham, alabama, united states
Rob Warren, Mba, Cfp®'s Location
Huntsville, Alabama, United States, United States
Rob Warren, Mba, Cfp®'s Contact Details

Rob Warren, Mba, Cfp® work email

Rob Warren, Mba, Cfp® personal email

About Rob Warren, Mba, Cfp®

My experience in sales and consultation has prepared me for my role as a Financial Advisor with Twickenham Advisors. As a small business counselor, I learned the importance of asking the right questions and understanding the motivations that underlie a person's decisions. The most pertinent information is not always evident on the surface and must be carefully obtained to identify the best solutions and course of action.My role in sales impressed upon me the importance of a superior level of service throughout the entire sales cycle; a process that is ongoing and does not end with an initial transaction.My goal as a Financial Advisor is to continue to focus on the defined processes I use in understanding my clients' situations and bringing the appropriate resources to bear for a given situation. Each client is unique, and understanding their goals and resources is paramount to delivering value for my clients.

Rob Warren, Mba, Cfp®'s Current Company Details
Twickenham Advisors

Twickenham Advisors

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Private Wealth Advisor at Twickenham Advisors
birmingham, alabama, united states
Employees:
8
Rob Warren, Mba, Cfp® Work Experience Details
  • Twickenham Advisors
    Private Wealth Advisor
    Twickenham Advisors Jul 2014 - Present
    Huntsville, Alabama Area
    At HighTower Twickenham, our team is dedicated to our clients'​ success, even beyond the protection and preservation of their wealth. We provide client-centered solutions and combine the responsiveness and flexibility of an independent personal firm with the depth of services and investment acumen of the large wealth management companies. HighTower Twickenham represents a center of service and stability to assist individuals and their families with the stewardship of their wealth. Our top priority is to align ourselves with the needs and goals of our clients to preserve and grow their legacy with comprehensive, tailored wealth management strategies. At HighTower Twickenham, each client experiences the confidence that their interests are also ours.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jun 2012 - Jul 2014
    Huntsville, Alabama
  • Xerox - The Document Group
    Solutions And Services Consultant
    Xerox - The Document Group Aug 2010 - Jan 2012
    Huntsville, Alabama Area
    My focus with Xerox capitalized on my work with the SBDC, improving business processes for small, medium and large businesses ranging from Owner/Operator businesses to Fortune 500 companies. My customer base consisted of locally owned print shops, along with government contractors, technology companies in the Defense & Aerospace sectors, and local municipal governments.Additionally, I was selected to work with Federal customers in Birmingham, Huntsville and Memphis, identifying business opportunities with the US Army, US Navy, US Border Control, FBI, ICE and their respective departments and subsidiaries. I was responsible for drafting bids in response to RFP's and presenting those bids to decision makers.Cyber security and network protection also fell under my responsibility in designing enterprise-wide solutions for customers, both public and private.
  • Small Business Development Center
    Counselor
    Small Business Development Center May 2009 - Aug 2009
    Tuscaloosa, Alabama Area
    In my capacity as Counselor I worked with small business owners on a variety of issues ranging from capital acquisition to business plan creation. I worked with more than 25 clients, assisting them in the crafting, design, implementation and execution of marketing initiatives and business process improvements.

Rob Warren, Mba, Cfp® Skills

Finance Business Planning Mergers And Acquisitions Business Process Improvement Account Management Team Leadership Leadership Sales

Rob Warren, Mba, Cfp® Education Details

  • University Of Alabama, Manderson Graduate School Of Business
    University Of Alabama, Manderson Graduate School Of Business
    Entrepreneurship And Business Strategy
  • University Of Alabama
    University Of Alabama
    Marketing
  • Pelham High School
    Pelham High School
    High School

Frequently Asked Questions about Rob Warren, Mba, Cfp®

What company does Rob Warren, Mba, Cfp® work for?

Rob Warren, Mba, Cfp® works for Twickenham Advisors

What is Rob Warren, Mba, Cfp®'s role at the current company?

Rob Warren, Mba, Cfp®'s current role is Private Wealth Advisor at Twickenham Advisors.

What is Rob Warren, Mba, Cfp®'s email address?

Rob Warren, Mba, Cfp®'s email address is wa****@****ail.com

What schools did Rob Warren, Mba, Cfp® attend?

Rob Warren, Mba, Cfp® attended University Of Alabama, Manderson Graduate School Of Business, University Of Alabama, Pelham High School.

What are some of Rob Warren, Mba, Cfp®'s interests?

Rob Warren, Mba, Cfp® has interest in My Personal Interests Vary, Playing Golf, Skiing, Mountain Biking.

What skills is Rob Warren, Mba, Cfp® known for?

Rob Warren, Mba, Cfp® has skills like Finance, Business Planning, Mergers And Acquisitions, Business Process Improvement, Account Management, Team Leadership, Leadership, Sales.

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