Director, Advisory Sales
Balance Sheet Solutions, LLC
As Director, Advisory Sales, for Balance Sheet Solutions, LLC, Rob is responsible for supporting the sales efforts related to the financial services products that include all of the ALM and balance sheet advisory products.
Prior to this, Rob served as a Senior Business Consultant for Members United Corporate for 3½ years in Northern Illinois serving over 100 natural person credit unions in the area.
In total, Rob
has been in the financial services industry for over 25 years.
He holds a B.S. in Business Administration from Belmont University in Nashville, TN, and also holds his Series 7 and 66.
In addition, he is an Accredited Asset Management Specialist from the College of Financial Planning.