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Sam Robert Email & Phone Number
Vice President - Executive Benefits Consulting
at
OneDigital | Executive Benefits
1 work email found
@fulcrumpartnersllc.com
7 phones found area 817 and 254
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President - Executive Benefits Consulting
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Sam Robert? Overview
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Quick answer
Sam Robert is listed as Vice President - Executive Benefits Consulting at OneDigital | Executive Benefits, a with 24 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at fulcrumpartnersllc.com, phone signal with area code 817, 254, and a matched LinkedIn profile for Sam Robert.
Sam Robert previously worked as Vice President - Retirement at Onedigital | Executive Benefits and Senior Relationship Manager at Newport Group. Sam Robert holds Bachelor'S Degree, Business Finance from The University Of Texas At Arlington - College Of Business Administration.
Company email context
Email format at OneDigital | Executive Benefits
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{first}.{last}@fulcrumpartnersllc.com
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AeroLeads found 1 current-domain work email signal for Sam Robert. Compare company email patterns before reaching out.
Profile bio
About Sam Robert
As an Executive Benefits Consultant I work with plan sponsors across the country on the plan design and funding strategy for their Non-Qualified deferred compensation plans. Since 2006 I’ve worked with over 100 plan sponsors, including 5% of the fortune 500, and bring a unique perspective to modernized plan designs and innovative participant education strategies. Contact me today to learn more about how we can take your plan to the next level.-- Extensive experience in plan design and administration with Fortune 1000 companies-- FINRA Series 7 and 66 registrations-- Fixed and variable life insurance license Sam Robert is affiliated with ValMark Securities, Inc. Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. OneDigital Company is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities, Inc., Valmark Advisers, Inc, or OneDigital Company and have not been approved prior to posting.
Listed skills include Series 7, Investments, Series 63, 401K, and 13 others.
Current workplace
Sam Robert's current company
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Onedigital | Executive Benefits
Employees
24
AeroLeads page
6 roles
Sam Robert work experience
A career timeline built from the work history available for this profile.
Vice President - Retirement
Current
Jan 2022 - Present
Senior Relationship Manager
Non-Qualified Deferred Compensation Plan AdministrationWorking with some of the largest companies within the Fortune 1000, my primary responsibilities include:• Coordinating the daily administrative efforts of our client service, operations, communications, investment and accounting teams to ensure that my plan sponsors receive the highest level of service in the industry. • Facilitating non-qualified plan committee meetings working with senior leadership on strategic… Show more Non-Qualified Deferred Compensation Plan AdministrationWorking with some of the largest companies within the Fortune 1000, my primary responsibilities include:• Coordinating the daily administrative efforts of our client service, operations, communications, investment and accounting teams to ensure that my plan sponsors receive the highest level of service in the industry. • Facilitating non-qualified plan committee meetings working with senior leadership on strategic initiatives such as enhancing the participant experience, increasing participation and streamlining the overall administration process. • Creating customized and innovative enrollment campaigns that effectively communicate and educate eligible participants, while minimizing the administrative burden of the client/ plan sponsor.• Consulting on complex plan designs and plan funding strategies, including taxable and non-taxable investment vehicles for plan sponsors.• Developing key relationships with some of the most knowledgeable and well respected intermediaries and financial advisor channels within the non-qualified industry.• Participate in new business finalist meetings and website demonstrations for prospective clients. Show less
May 2011 - Jan 2022
Account Manager - Clark Consulting
Non-Qualified Deferred Compensation Plan Administration
Dec 2006 - Apr 2011
Jun 2005 - Dec 2006
Oct 2000 - Aug 2004
1 education record
Sam Robert education
FAQ
Frequently asked questions about Sam Robert
Quick answers generated from the profile data available on this page.
What company does Sam Robert work for?
Sam Robert works for OneDigital | Executive Benefits.
What is Sam Robert's role at OneDigital | Executive Benefits?
Sam Robert is listed as Vice President - Executive Benefits Consulting at OneDigital | Executive Benefits.
What is Sam Robert's email address?
AeroLeads has found 1 work email signal at @fulcrumpartnersllc.com for Sam Robert at OneDigital | Executive Benefits.
What is Sam Robert's phone number?
AeroLeads has found 7 phone signal(s) with area code 817, 254 for Sam Robert at OneDigital | Executive Benefits.
Where is Sam Robert based?
Sam Robert is based in Dallas-Fort Worth Metroplex, United States while working with OneDigital | Executive Benefits.
What companies has Sam Robert worked for?
Sam Robert has worked for Onedigital | Executive Benefits, Newport Group, Jpmorgan Chase & Co., and Wells Fargo.
How can I contact Sam Robert?
You can use AeroLeads to view verified contact signals for Sam Robert at OneDigital | Executive Benefits, including work email, phone, and LinkedIn data when available.
What schools did Sam Robert attend?
Sam Robert holds Bachelor'S Degree, Business Finance from The University Of Texas At Arlington - College Of Business Administration.
What skills is Sam Robert known for?
Sam Robert is listed with skills including Series 7, Investments, Series 63, 401K, Retirement, Mutual Funds, Retirement Planning, and Life Insurance.
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