Client Service Associate
Robert assists the client service team at Boston Wealth Management in providing day to day client support, while working closely with the Financial Planning and Qualified Plan department, and to provide portfolio reporting, administration and research directly reporting to Phillip Wong our Managing Director.
Prior to joining Boston Wealth Management, Robert worked in the banking industry as an analyst where he developed and automated business processes to enhance decision-making and help streamline day to day bank activities.
Robert earned a Bachelor of Science degree in Finance from The University of Rhode Island and a Master of Business Administration from Bryant University.
Robert currently lives in Dorchester, MA with his dog Bauer.