Brian Roberts
Relationship Manager at Roberts Wealth Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Menlo Park, US
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Experience
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Roberts Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Relationship Manager
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Nov 2020 - Present
Menlo Park, California, United States
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Nelson Capital
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United States
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Financial Services
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1 - 100 Employee
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Principal
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Feb 2004 - Nov 2020
545 Middlefield Road, Menlo Park, CA 94025
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Sr. Portfolio Manager
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Nov 1994 - Feb 2002
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Santa Clara University
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United States
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Higher Education
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700 & Above Employee
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Basketball Manager
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1990 - 1994
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Education
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1998 - 2001
Santa Clara University
MBA, Finance -
1990 - 1994
Santa Clara University
Bachelor of Science (B.S.), Finance
Community
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