Robert Badger

Robert Badger Email and Phone Number

Financial Counselor @ Dash Investments
Plano, TX, US
Robert Badger's Location
Plano, Texas, United States, United States
Robert Badger's Contact Details

Robert Badger work email

Robert Badger personal email

n/a
About Robert Badger

Robert Badger is a Financial Counselor at Dash Investments. He possess expertise in business, finance, strategic thinking, finra series 7, finra series 63 and 43 more skills.

Robert Badger's Current Company Details
Dash Investments

Dash Investments

View
Financial Counselor
Plano, TX, US
Employees:
8
Robert Badger Work Experience Details
  • Dash Investments
    Financial Counselor
    Dash Investments
    Plano, Tx, Us
  • Fisher Investments
    Investment Counselor
    Fisher Investments Apr 2021 - Present
    Plano, Texas, United States
  • Merrill Lynch
    Financial Solutions Advisor, Assistant Vice President
    Merrill Lynch May 2019 - Apr 2021
    Cerritos, California, United States
  • Jp Morgan Chase Bank N.A.
    Relationship Banker
    Jp Morgan Chase Bank N.A. May 2018 - May 2019
    Fashion Island
  • Thrivent Financial
    Financial Associate
    Thrivent Financial Jan 2016 - May 2018
    Costa Mesa, California
    As a financial advisor, my responsibilities are to:• Thoroughly understand the products and services that the market offers• Meet with clients to understand their current and future investment plans• Maintain documentation trail for future review• Create detailed reports from and for clients to determine net worth income, expenses, risk tolerance, insurance coverage, tax status and financial objectives • Recommend strategies that the clients can use in achieving their financial goals and objectives • Discuss and explain the investment opportunities and risks related • Use spreadsheets and market research to back up financial advice.• Answer questions on investment related plans of the clients verbally as well as provide them written documents for future reference • Help clients to open investment and trade accounts • Regularly review the plans of the clients to track changes in their financial status, economic changes to indicate the necessity of making a change in the plan • Research the market daily, looking for sound investment opportunities in the market aligned with client’s level of market initiative and financial goals• Provide up-to-date information to the clients regarding the current industry trends • Provide future market value forecasts for the asset in which they are willing to invest • Manage reports and reviews collected for the clients which they can use for future reference The following skills aid in my ability to meet and exceed the demands of the position:• Profound communication skills• Ability to gather relevant information, to raise appropriate questions, and to derive proper conclusions • Ability to forecast future market trends • Excellent analyzing skills, money management skills, and planning skills• Profound knowledge of the rules and regulations related to investments made• Ability to think outside box and provide satisfactory assistance to clients
  • Jpmorgan Chase & Co.
    Personal Banker
    Jpmorgan Chase & Co. Jul 2014 - Nov 2015
    Fountain Valley, Ca
    The primary goal was to acquire, retain and deepen customer relationships. This role focused on contributing to the overall success of the firm by creating outstanding customer experiences, helping the branch meet sales objectives, proactively meeting with customers face-to-face and over-the-phone to discover their financial needs, offering products and services that satisfy financial needs, and partnering with financial specialists to ensure customers received access to well-rounded expert advice and input.
  • Jpmorgan Chase
    Bank Teller
    Jpmorgan Chase Sep 2013 - Jul 2014
    Costa Mesa, Ca

Robert Badger Skills

Business Finance Strategic Thinking Finra Series 7 Finra Series 63 Business Analysis Financial Analysis Market Analysis Competitive Analysis Data Analysis Financial Forecasting Trendwatching Trend Analysis Problem Solving Financial Planning Money Management Investment Strategies Financial Reporting Financial Modeling Microsoft Excel Pricing Strategy Market Pricing Pricing Optimization Revenue Forecasting Budget Forecasts Trend Forecasting Qualitative Data Qualitative And Quantitative Research Methodologies Qualitative Research Compliance Regulations Securities Regulation Corporate Communications Strategic Communications Interpersonal Communication Public Speaking Presentation Skills Microsoft Powerpoint Performance Motivation Teamwork Team Building Team Motivation Sales Sales Motivation Customer Service Positive Discipline Business Ethics Professional Ethics Ethical Leadership

Robert Badger Education Details

  • Csudh
    Csudh
    Finance, General

Frequently Asked Questions about Robert Badger

What company does Robert Badger work for?

Robert Badger works for Dash Investments

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

Robert Badger's current role is Financial Counselor.

What is Robert Badger's email address?

Robert Badger's email address is r.****@****nts.com

What schools did Robert Badger attend?

Robert Badger attended Csudh.

What skills is Robert Badger known for?

Robert Badger has skills like Business, Finance, Strategic Thinking, Finra Series 7, Finra Series 63, Business Analysis, Financial Analysis, Market Analysis, Competitive Analysis, Data Analysis, Financial Forecasting, Trendwatching.

Who are Robert Badger's colleagues?

Robert Badger's colleagues are Jonathan Dash, Zain Griffith.

Not the Robert Badger you were looking for?

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.