Rob Lavin Email and Phone Number
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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.
Edward Jones Us
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Edward Jones UsDenver, Co, Us -
Financial AdvisorEdward Jones Us Dec 2019 - PresentFinancial 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. -
Senior Account ExecutiveCanon Solutions America Jul 2018 - Aug 2019Provide 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.
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Federal Major Account Executive - Software And Services SpecialistRicoh Usa, Inc. Jan 2013 - Apr 2018Exton, Pa, UsConsultant 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 -
Services And Solutions ExecutiveXerox Oct 2007 - Dec 2012Xerox 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
Rob Lavin Education Details
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California Polytechnic State University-San Luis ObispoCommunications 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.
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