Business Development Officer, AR, LA, MO, OK, TX
Bob provides business development support and advisory management expertise to independent financial advisors operating in Texas, Louisiana, Oklahoma, and Arkansas. He has spent more than five years in his current role, helping advisors diversify their clients’ approaches to investment management. He also works with AssetMark’s Practice Management Consultants to help advisors improve the ways they run their businesses.
Bob holds a B.S. from Miami University in Oxford, Ohio and FINRA series 6, 63 and 65 licenses. He currently resides in Austin, Texas.