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Robert Pfahl Email & Phone Number
Senior Compliance Associate
at
Vicus Capital
1 work email found
@vicuscapital.com
2 phones found area 570
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Senior Compliance Associate
Location
State College, Pennsylvania, United States
Company size
Who is Robert Pfahl? Overview
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Quick answer
Robert Pfahl is listed as Senior Compliance Associate at Vicus Capital, a company with 35 employees, based in State College, Pennsylvania, United States. AeroLeads shows a work email signal at vicuscapital.com, phone signal with area code 570, and a matched LinkedIn profile for Robert Pfahl.
Robert Pfahl previously worked as Financial Advisor at Vicus Capital and Account Manager at Usi Consulting Group. Robert Pfahl holds Bachelor'S Degree, Engineering, With Distinction from Penn State University.
Company email context
Email format at Vicus Capital
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{first_initial}{last}@vicuscapital.com
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AeroLeads found 1 current-domain work email signal for Robert Pfahl. Compare company email patterns before reaching out.
Profile bio
About Robert Pfahl
Specializing in helping clients save for retirement.Vision:To provide valuable retirement planning solutions to employers and individuals at a reasonable price.I am a CERTIFIED FINANCIAL PLANNER TM, QUALIFIED 401(K) ADMINISTRATOR TM, and CHARTERED RETIREMENT PLANS SPECIALIST SM professional who has been in the investment business since 1999 and in the financial services industry since 1992. I live in Happy Valley (State College, PA) with my wife and I strive to follow Jesus and to adhere to Biblical principles to guide my life.
Listed skills include Personal Financial Planning, Asset Allocation, Socially Responsible Investing, Equity Research, and 5 others.
Current workplace
Robert Pfahl's current company
Company context helps verify the profile and gives searchers a useful next step.
Vicus Capital
8 roles · 27 years
Robert Pfahl work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentAdvisory services offered through Vicus Capital, Inc., a federally registered investment advisor.
Jan 2022 - Present
Senior Compliance Associate
Current
Jul 2019 - Present
Account Manager
Served as a liaison between retirement plan sponsors and various service providers. Provided information and guidance on issues related to overall retirement plan management and administration. Reviewed on an annual basis client's priorities and goals for the retirement plan.
May 2017 - Jun 2019
Consultant, Financial Services
Responsible for supporting the Hartman Financial Services team by servicing 401(k), 403(b) and other employer-sponsored retirement plans. Helped employers with plan design and consulting, compliance and investment monitoring, and fee benchmarking. Helped employees with education and enrollment support.
Nov 2011 - May 2017
Associate
Research Analyst for the Custom Research Department. Performed governance research, proxy analysis, proxy voting and other forms of financial analysis for institutional money managers. ISS is an MSCI brand.
Feb 2010 - Nov 2011
Research Analyst
Member of a team of four analysts who were responsible for maintaining detailed information for an investment database of over 2,600 stocks. Specific duties included reviewing pending trades for data accuracy, monitoring news headlines of over 600 companies for relevant data to be entered into the database, and ensuring consistency of data through time and.
2002 - 2009
~7 yrs
Portfolio Analyst
Provided superior investment services by analyzing client’s risk tolerance and current holdings to prepare proposals for new business. Functioned as the Sector Analyst for corporate bond funds, submitting findings to the Investment Committee. Rebalanced and repositioned existing portfolios and bought and sold securities for deposits and liquidations in.
1999 - 2002
~3 yrs
Team & coworkers
Colleagues at Vicus Capital
Other employees you can reach at vicuscapital.com. View company contacts for 35 employees →
GY
Gretchen Young
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
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AJ
Andrew Johnson-Levine
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
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MG
Mikayla Gebhart
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
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AB
Amy Borngrebe
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
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CS
Courtney Schmittle
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
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BP
Benjamin Payne
Colleague at Vicus Capital
Madera, Pennsylvania, United States, United States
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KK
Kileigh Kane
Colleague at Vicus Capital
State College-DuBois Area, United States
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CT
Cy Treaster
Colleague at Vicus Capital
Lewistown, Pennsylvania, United States, United States
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JT
Jacqueline Trezza
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
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JC
Jeff Closz, Cima®
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
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Gretchen Young
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
View →
AJ
Andrew Johnson-Levine
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
View →
MG
Mikayla Gebhart
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
View →
AB
Amy Borngrebe
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
View →
CS
Courtney Schmittle
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
View →
BP
Benjamin Payne
Colleague at Vicus Capital
Madera, Pennsylvania, United States, United States
View →
KK
Kileigh Kane
Colleague at Vicus Capital
State College-DuBois Area, United States
View →
CT
Cy Treaster
Colleague at Vicus Capital
Lewistown, Pennsylvania, United States, United States
View →
JT
Jacqueline Trezza
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
View →
JC
Jeff Closz, Cima®
Colleague at Vicus Capital
State College, Pennsylvania, United States, United States
View →
2 education records
Robert Pfahl education
Bachelor'S Degree, Engineering, With Distinction
Certificate, Personal Financial Planning, Earned With Distinction
FAQ
Frequently asked questions about Robert Pfahl
Quick answers generated from the profile data available on this page.
What company does Robert Pfahl work for?
Robert Pfahl works for Vicus Capital.
What is Robert Pfahl's role at Vicus Capital?
Robert Pfahl is listed as Senior Compliance Associate at Vicus Capital.
What is Robert Pfahl's email address?
AeroLeads has found 1 work email signal at @vicuscapital.com for Robert Pfahl at Vicus Capital.
What is Robert Pfahl's phone number?
AeroLeads has found 2 phone signal(s) with area code 570 for Robert Pfahl at Vicus Capital.
Where is Robert Pfahl based?
Robert Pfahl is based in State College, Pennsylvania, United States while working with Vicus Capital.
What companies has Robert Pfahl worked for?
Robert Pfahl has worked for Vicus Capital, Usi Consulting Group, The Hartman Group (Pa), Iss | Institutional Shareholder Services, and Oppenheimerfunds.
Who are Robert Pfahl's colleagues at Vicus Capital?
Robert Pfahl's colleagues at Vicus Capital include Gretchen Young, Andrew Johnson-Levine, Mikayla Gebhart, Amy Borngrebe, and Courtney Schmittle.
How can I contact Robert Pfahl?
You can use AeroLeads to view verified contact signals for Robert Pfahl at Vicus Capital, including work email, phone, and LinkedIn data when available.
What schools did Robert Pfahl attend?
Robert Pfahl holds Bachelor'S Degree, Engineering, With Distinction from Penn State University.
What skills is Robert Pfahl known for?
Robert Pfahl is listed with skills including Personal Financial Planning, Asset Allocation, Socially Responsible Investing, Equity Research, Corporate Governance, Series 7, Series 66, and 401 Retirement Savings Plans.
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