Robert Chastain
Director Naples Branch at Annex Wealth Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Annex Wealth Management
-
United States
-
Investment Management
-
100 - 200 Employee
-
Director Naples Branch
-
May 2022 - Present
-
-
-
Suncoast Credit Union
-
United States
-
Banking
-
700 & Above Employee
-
Sr Financial Advisor
-
Jun 2020 - May 2022
-
-
-
-
Managing Director
-
Apr 2014 - Jun 2020
-
-
-
Merrill Lynch
-
United States
-
Financial Services
-
700 & Above Employee
-
Director of Investment strategies
-
Jun 2012 - Apr 2014
Director of Investment Strategies growing from 275 million to over 500 million. Specializing in and deploying strategic and sophisticated option strategies. Director of Investment Strategies growing from 275 million to over 500 million. Specializing in and deploying strategic and sophisticated option strategies.
-
-
-
TOS Advisors
-
Bloomfield Hills, Michigan
-
Financial Advisor / Business Development / Institutional Investments
-
Jan 2008 - Dec 2011
Created investment strategies to capture and retain clients, deployed scalable strategies to attract Registered Investment Advisors which led to exponential growth of AUM over 250 million. Created investment strategies to capture and retain clients, deployed scalable strategies to attract Registered Investment Advisors which led to exponential growth of AUM over 250 million.
-
-
-
Platinum Capital LLC
-
Troy, Michigan
-
Managing Director
-
Mar 2004 - Jan 2008
Hedge fund and Private Equity investment operations. Raised 50 million to deploy in various investments. Hedge fund and Private Equity investment operations. Raised 50 million to deploy in various investments.
-
-