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Robin Stacey House Email & Phone Number

Founder and President at Our House Wealth Advisors
Location: Greater Chicago Area, United States 8 work roles 2 schools
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Current company
Role
Founder and President
Location
Greater Chicago Area, United States
Company size

Who is Robin Stacey House? Overview

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Quick answer

Robin Stacey House is listed as Founder and President at Our House Wealth Advisors, a with 4 employees, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Robin Stacey House.

Robin Stacey House previously worked as Founder & President at Our House Wealth Advisors and Principal, Portfolio Manager at Our House Wealth Investments Llc. Robin Stacey House holds Classical And Ancient Studies from Concordia University.

Company email context

Email format at Our House Wealth Advisors

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Our House Wealth Advisors

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Profile bio

About Robin Stacey House

I am a multi-lingual and multi national financial professional with global experience in institutional, wholesale & retail markets. In 2017, I decided to open my own RIA and insurance agency. The industry is ripe for disruption, and I wanted flexibility to shift with the changing environment. Clients want the ability to determine the fee structure best for them, and to have full transparency. Always on the cutting edge of fintech, we aim to provide a best in class experience.Our areas of focus: Cross Border PlanningHelping expats living in the US, specifically Canadians, understand the intricacies of planning and taxes. College Choice and FundingThe costs associated with college can be astronomical. We assist families in finding the right fit school at the right price for them. We work with all families, including families looking at Canadian schools.Young ProfessionalsOur investment professionals seek to help young people create generational wealth by making smart money choices. We specialize in comprehensive financial planning, taking them through every stage of their financial life.Give us a call, or better yet, come on in...to Our House.

Listed skills include Wealth Management, Investments, Banking, Negotiation, and 29 others.

Current workplace

Robin Stacey House's current company

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Our House Wealth Advisors
Our House Wealth Advisors
Founder and President
Chicago, IL, US
Employees
4
AeroLeads page
8 roles

Robin Stacey House work experience

A career timeline built from the work history available for this profile.

Founder & President

Current

Our House Wealth Advisors came about from a desire to gain flexibility in an ever changing environment. With a combined 50 years of investment and financial planning experience, the founders wanted to work together to provide one of a kind service to the local community and beyond. We always offer:Complimentary consultation to make sure it is a good fit for all parties. Full fee transparency.Respect and confidentiality.We would love to have you become part of our family so, Come On In...to Our House.We offer: Investments, Insurance; Life, Health & Long Term Care, Financial Planning, College Choice Planning & Special Needs Planning.

Dec 2017 - Present

Principal, Portfolio Manager

Current
Our House Wealth Investments Llc

Registered Investment Advisor

May 2019 - Present

Financial Advisor

St. Louis, Mo, Us

May 2012 - Dec 2017

Director Of Sales

Toronto, Ontario, Ca

Inheriting a team of 6 wholesalers, I quickly brought up the team to 22. I hired, trained, mentored and guided them to be one of the top performing regions in the country, and one of only 2 teams to hit their numbers in 2008, 2009, & 2010.In addition to my sales team, I was responsible for training a distribution network of financial advisors. Through a collaborative process, our mission was to assist them in increasing their books of business, while selling the banks wealth management products. A highly rewarding experience, with deep and lasting professional relationships.

Nov 2007 - Jun 2011

Banking Consultant

Toronto, Ontario, Ca

Developed relationships with broker / dealers to sell Manulife Bank products.Was a top wholesaler in the Montreal region for 3 consecutive years.Organized and held branch meetings, seminars and other events in conjunction with broker dealers.Built a strong reputation for service within the dealer community.

Feb 2005 - Nov 2007

Sales & Marketing Consultant

Self Employed Independant Consultant

Implemented an internal sales team and developed sales strategyHired and trained sales staffHandled all aspects of advertising and marketing for the divisionManaged third party vendor relationshipsObtained and developed new business and sales initiatives

Apr 2002 - Dec 2004

Institutional Account Manager

Montreal, Quebec, Ca

Sales of international macro investment research to top tier global investment banks, money managers and pension funds.Developed and retained business with both existing and new clients.Traveled extensively through assigned global territory, attending investment conferences and meetings with potential and existing clients.Developed sales and marketing strategies to penetrate a specific territoryConsistently exceeded sales targets and surpassed the average renewal rates

Aug 1998 - Aug 2001
2 education records

Robin Stacey House education

Classical And Ancient Studies

Concordia University

Creative Arts, Theatre Arts

Dawson Community College
FAQ

Frequently asked questions about Robin Stacey House

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

What company does Robin Stacey House work for?

Robin Stacey House works for Our House Wealth Advisors.

What is Robin Stacey House's role at Our House Wealth Advisors?

Robin Stacey House is listed as Founder and President at Our House Wealth Advisors.

Where is Robin Stacey House based?

Robin Stacey House is based in Greater Chicago Area, United States while working with Our House Wealth Advisors.

What companies has Robin Stacey House worked for?

Robin Stacey House has worked for Our House Wealth Advisors, Our House Wealth Investments Llc, Edward Jones, Manulife, and Self Employed Independant Consultant.

How can I contact Robin Stacey House?

You can use AeroLeads to view verified contact signals for Robin Stacey House at Our House Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Robin Stacey House attend?

Robin Stacey House holds Classical And Ancient Studies from Concordia University.

What skills is Robin Stacey House known for?

Robin Stacey House is listed with skills including Wealth Management, Investments, Banking, Negotiation, Leadership, Business Development, Series 63, and Sales.

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