Rob Lavin

Rob Lavin Email and Phone Number

Financial Advisor servicing Denver area | Financial Strategies | Retirement | Insurance | Estate Considerations @ Edward Jones US
Denver, CO, US
Rob Lavin's Location
Denver Metropolitan Area, United States, United States
Rob Lavin's Contact Details

Rob Lavin personal email

Rob Lavin phone numbers

About Rob Lavin

The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies. As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.Centennial Colorado Has been my home since 2010 and I have lived in Colorado for 23 years moving here from the SF Bay area where I grew up. Family is an important part of my life, my wife Theresa and I are raising two amazing kids (8 and 5 years old) and are enjoying parenthood most of the time. Please connect with my on my personal web page or give me a call to start a conversation around your financial priorities. It would be a privilege to learn more about what is important to you and your family and share information on how the team at Edward Jones could assist on your financial journey to achieving your goals and dreams.

Rob Lavin's Current Company Details
Edward Jones US

Edward Jones Us

View
Financial Advisor servicing Denver area | Financial Strategies | Retirement | Insurance | Estate Considerations
Denver, CO, US
Website:
edwardjones.com
Employees:
44495
Rob Lavin Work Experience Details
  • Edward Jones Us
    Edward Jones Us
    Denver, Co, Us
  • Edward Jones Us
    Financial Advisor
    Edward Jones Us Dec 2019 - Present
    Financial advisor serving individual investors | Focusing on solutions for business owners, executives and retirees. Solutions provided include:Retirement and College Savings | Individual Investments | Business Owners and Employee Retirement Plans | Insurance | Annuities | Wealth Management Services included: Financial Analysis and Planning for all stages of investors life cycle. Consultative team approach to assist with Tax and Estate planning strategies: Will consult with clients existing Tax and Legal partners or make qualified referral recommendations depending on requirements.
  • Canon Solutions America
    Senior Account Executive
    Canon Solutions America Jul 2018 - Aug 2019
    Provide consulting and project design for Enterprise Software Solutions and Managed Services. Work with Colorado Commercial Businesses, providing road map for process improvement, Security of Data and Cost Control/Management.
  • Ricoh Usa, Inc.
    Federal Major Account Executive - Software And Services Specialist
    Ricoh Usa, Inc. Jan 2013 - Apr 2018
    Exton, Pa, Us
    Consultant to Federal Government in Key Practice Areas: Top Sales Performer Grew professional services revenue by 45% YOY. Workflow Automation: Manage Documents and Information to gain efficiencies and meet government compliance and mandates. Enterprise software solutions focused on cyber security cloud based applications/solutions. Managed Business Services in key areas of IT Help Desk and Printer Life Cycle services, Central Print and Mail Room Operations Enterprise content management solutions
  • Xerox
    Services And Solutions Executive
    Xerox Oct 2007 - Dec 2012
    Xerox Production Print Specialist for Commercial and Public Sector Accounts•Supports team of 6 sales representatives identifying, developing, and closing production print sales opportunities •In-depth understanding of industry challenges and opportunities with in the print shop and production print environment and skilled at positioning Xerox workflow and technology solutions to meet and exceed requirements•Effectively stream lines document processes and maximizes client investments (ROI) through sales and implementation of workflow software solutions •Increases client profitability and sales revenue through Business Development Consulting Services•In-depth understanding of diverse production print environments such as Data Centers, High Volume Invoice, Check, and Transactional Print Environments as well as Higher Education and K-12 •Ability to meet and exceed established territory revenue budgets (2.5 Million /2011) •Team Player, motivational coach and teacher to sales representatives

Rob Lavin Skills

Managed Print Services Consultative Selling Document Management Solution Selling Selling Sales Operations Business Development Sales Management Direct Sales Professional Services Salesforce.com Crm Managed Services Enterprise Software Business To Business Leadership Account Management Software As A Service Strategic Partnerships

Rob Lavin Education Details

  • California Polytechnic State University-San Luis Obispo
    California Polytechnic State University-San Luis Obispo
    Communications Major

Frequently Asked Questions about Rob Lavin

What company does Rob Lavin work for?

Rob Lavin works for Edward Jones Us

What is Rob Lavin's role at the current company?

Rob Lavin's current role is Financial Advisor servicing Denver area | Financial Strategies | Retirement | Insurance | Estate Considerations.

What is Rob Lavin's email address?

Rob Lavin's email address is rd****@****ast.net

What is Rob Lavin's direct phone number?

Rob Lavin's direct phone number is +130374*****

What schools did Rob Lavin attend?

Rob Lavin attended California Polytechnic State University-San Luis Obispo.

What are some of Rob Lavin's interests?

Rob Lavin has interest in Exercise, Reading.

What skills is Rob Lavin known for?

Rob Lavin has skills like Managed Print Services, Consultative Selling, Document Management, Solution Selling, Selling, Sales Operations, Business Development, Sales, Management, Direct Sales, Professional Services, Salesforce.com.

Who are Rob Lavin's colleagues?

Rob Lavin's colleagues are Matthew Moore, Wyatt Wilson, Carl Cedrone, Maggie P., William Randall Sturdevant, Annette Goldman-Pavlak, M.a., Shelley Malone.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.