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Robin Proper Braver profile image

Robin Proper Braver

Financial Planner at Center For Wealth Preservation,
Intro Book
Seasoned financial professional with 30+ years of experience in financial services and investment management.
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Location
Bellmore, New York, United States, US
Skills
  • Financial Services
  • Services
  • Investment Management
  • Union
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Bio

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Robin Proper Braver is a seasoned financial professional with 30+ years of experience in financial services, investment management, and union roles. She has held various positions, including Financial Planner, Financial Advisor, VP, Senior Relationship Manager, AVP, Relationship Manager, and Actuarial Assistant. Braver has worked with prominent companies such as Massachusetts Mutual Life Insurance Company, Union Bank of California, Bank of Tokyo-Mitsubishi, and The Segal Company.

Experience

  • Center for Wealth Preservation, LLC
    • Syosset
    • Financial Planner
      • Dec 2008 - Present
      • Syosset

      Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated US insurance companies Registered Representative of and securities and investment advisory services offered through MML Investors Services, LLC, Member SIPC and a M...

  • North Shore Financial Group, An Office of MetLife
    • Financial Advisor/Financial Services Representative
      • 2008 - 2016
  • Union Bank of California
    • VP, Senior Relationship Manager
      • 2002 - 2008

      Managed client retention, revenue enhancement, and overall client satisfaction of consulting on institutional clients' retirement plans. Coordinated and ensured timely and accurate delivery of administration and compliance services, plan design and investment review analysis, and developed e...

  • Bank of Tokyo-Mitsubishi
    • AVP, Relationship Manager
      • 1998 - 2002

      Managed client retention, revenue enhancement, and overall client satisfaction of consulting on institutional clients' retirement plans. Coordinated and ensured timely and accurate delivery of administration and compliance services, plan design and investment review analysis, and developed e...

  • The Segal Company
    • Actuarial Assistant
      • 1994 - 1997

      Provided actuarial and technical support on complex actuarial valuations and related projects for the retirement plans of Taft-Hartley, corporate, and not-for-profit clients. Completed calculations involved in annual plan valuations, FASB, withdrawal liability, government form filings, and plan ...

Education

  • University of Maryland

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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