Robin Stacey House Email & Phone Number
Who is Robin Stacey House? Overview
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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.
Email format at Our House Wealth Advisors
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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.
Robin Stacey House's current company
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Robin Stacey House work experience
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Founder & President
CurrentOur 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.
Principal, Portfolio Manager
CurrentRegistered Investment Advisor
Financial Advisor
Director Of Sales
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.
Banking Consultant
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.
Sales & Marketing 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
Institutional Account Manager
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
Robin Stacey House education
Classical And Ancient Studies
Creative Arts, Theatre Arts
Frequently asked questions about Robin Stacey House
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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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