Rob Smith
Corporate Officer/Principal bei Financial Planning Association
Profil
Mr. Robert C.
Smith is a Wealth Manager at Covenant Wealth Management Ltd.
and a Member at Financial Planning Association.
He has over 20 years of experience in the financial services industry and joined Covenant Wealth Advisors as a financial planning associate in 2005.
Mr. Smith was previously employed as a Principal by Newport News Shipbuilding, Inc. and a Principal by The Charles Schwab Corp.
He received his BS degree from United States Naval Academy and an MBA from The College of William & Mary.
He is an active member of the Central Virginia Financial Planning Association (FPA) and a Certified Financial Planner.
Aktive Positionen von Rob Smith
Unternehmen | Position | Beginn |
---|---|---|
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | 16.06.2011 |
Ehemalige bekannte Positionen von Rob Smith
Unternehmen | Position | Ende |
---|---|---|
CHARLES SCHWAB | Corporate Officer/Principal | - |
Newport News Shipbuilding, Inc.
Newport News Shipbuilding, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Newport News Shipbuilding, Inc. designs, constructs, repairs, overhauls, and refuels nuclear-powered aircraft carriers and submarines. Its facilities include seven graving docks, a floating dry dock, two outfitting berths, five outfitting piers, a module outfitting facility and various other shops .The company was founded in 1886 and is headquartered in Newport News, VA. | Corporate Officer/Principal | - |
Covenant Wealth Management Ltd.
Covenant Wealth Management Ltd. Investment ManagersFinance Founded in 2002, Covenant Wealth Management Ltd. is a registered investment advisor located in Williamsburg, Virginia. | Portfolio Manager-Aktien | - |
Ausbildung von Rob Smith
The College of William & Mary | Masters Business Admin |
United States Naval Academy | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
CHARLES SCHWAB | Finance |
Private Unternehmen | 3 |
---|---|
Covenant Wealth Management Ltd.
Covenant Wealth Management Ltd. Investment ManagersFinance Founded in 2002, Covenant Wealth Management Ltd. is a registered investment advisor located in Williamsburg, Virginia. | Finance |
Newport News Shipbuilding, Inc.
Newport News Shipbuilding, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Newport News Shipbuilding, Inc. designs, constructs, repairs, overhauls, and refuels nuclear-powered aircraft carriers and submarines. Its facilities include seven graving docks, a floating dry dock, two outfitting berths, five outfitting piers, a module outfitting facility and various other shops .The company was founded in 1886 and is headquartered in Newport News, VA. | Producer Manufacturing |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |