Robert Warner

Robert Warner Email and Phone Number

Creating better retirement plan outcomes for employers and employees. @ Investment Research & Advisory Group, Inc.
Robert Warner's Location
Atlanta, Georgia, United States, United States
Robert Warner's Contact Details

Robert Warner work email

Robert Warner personal email

n/a
About Robert Warner

Robert Warner is a Creating better retirement plan outcomes for employers and employees. at Investment Research & Advisory Group, Inc..

Robert Warner's Current Company Details
Investment Research & Advisory Group, Inc.

Investment Research & Advisory Group, Inc.

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Creating better retirement plan outcomes for employers and employees.
Robert Warner Work Experience Details
  • Investment Research & Advisory Group, Inc.
    Managing Director
    Investment Research & Advisory Group, Inc. Nov 2021 - Present
    Atlanta, Georgia, Us
    Providing recommendations and strategic solutions involving all areas of retirement plan management: investment analysis, plan governance, vendor management, plan design, fee and service benchmarking, and participant education. IRA Group has been providing fiduciary investment advisory services and oversight to corporate, non-profit, governmental, and non-qualified retirement plans, foundations, and endowments since 1992.Currently working on building relationships and executing client strategies in an uncertain market.
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  • Wells Fargo
    Vice President, Business Development Officer
    Wells Fargo Dec 2017 - Jul 2020
    San Francisco, California, Us
    Represented 401(k), Pension, Discretionary Asset Management, Executive Benefits, and Trust & Custody services to internal business partners. Worked closely with Wells Fargo partners as they established and grew relationships with clients in the Chicago market and greater Illinois and Wisconsin.
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  • Wells Fargo
    Vice President, Relationship Manager
    Wells Fargo Jul 2012 - Nov 2017
    San Francisco, California, Us
    Responsible for developing and maintaining strong relationships with current and prospective retirement plan clients. Represented Wells Fargo to clients, consultants, industry, and market leaders. Served as the primary client contact providing proactive communication and consultation for the management and regulatory compliance of 401(k) retirement plans, pension plans and corporate trust accounts.
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  • Wells Fargo
    Communication Consultant
    Wells Fargo Sep 2007 - Jul 2012
    San Francisco, California, Us
    Developed and implemented strategies to help employees better understand the retirement benefits provided by their employer.
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  • Make-A-Wish Foundation
    Communications And Events Associate
    Make-A-Wish Foundation Sep 2006 - Aug 2007
    Phoenix, Arizona, Us
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  • Ameriprise Financial Services, Inc.
    Marketing Project Manager
    Ameriprise Financial Services, Inc. Aug 2005 - Aug 2006
    Minneapolis, Mn, Us
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  • American Express
    Marketing Project Manager
    American Express Feb 2001 - Aug 2005
    New York, Ny, Us
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Robert Warner Education Details

  • University Of Northwestern – St. Paul
    University Of Northwestern – St. Paul
    Speech / Christian Theology
  • Jerusalem University College
    Jerusalem University College

Frequently Asked Questions about Robert Warner

What company does Robert Warner work for?

Robert Warner works for Investment Research & Advisory Group, Inc.

What is Robert Warner's role at the current company?

Robert Warner's current role is Creating better retirement plan outcomes for employers and employees..

What is Robert Warner's email address?

Robert Warner's email address is rw****@****oup.com

What schools did Robert Warner attend?

Robert Warner attended University Of Northwestern – St. Paul, Jerusalem University College.

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