Rob Higgins
Account Relationship Manager at Schwartz & Co.- Claim this Profile
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Bio
Experience
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Schwartz & Co.
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United States
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Computer and Network Security
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Account Relationship Manager
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Feb 2011 - Present
As a registered investment advisor (Series 66 and Series 63), I serve as the lead role for multiple institutional/employer sponsored retirement plans (participant directed defined contribution plans such as 401(k), 401(a), 457(b)). Responsibilities include investment research, providing investment advice to plan participants, conducting education meetings and meeting with plan sponsors and fiduciaries to provide plan oversight. As a registered investment advisor (Series 66 and Series 63), I serve as the lead role for multiple institutional/employer sponsored retirement plans (participant directed defined contribution plans such as 401(k), 401(a), 457(b)). Responsibilities include investment research, providing investment advice to plan participants, conducting education meetings and meeting with plan sponsors and fiduciaries to provide plan oversight.
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Education
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2011 - 2015
Oakland University
Master of Business Administration - MBA, Finance and Financial Management Services -
1993 - 1995
Michigan State University - Eli Broad College of Business
Bachelor of Arts - BA, Accounting and Finance -
1991 - 1993
Saginaw Valley State University
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