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Robert Wolfe
Real Estate Salesperson @ Cross Creek Realty, LLC
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Robert Wolfe

Real Estate Salesperson @ Cross Creek Realty, LLC
An award-winning wealth management executive with more than 30 years of experience, Robert Wolfe joined Apollon Wealth Management as its managing director in 2021. He is a former recipient of Ticker Magazine's Ace Advisor of the Year award and received the Office of Excellence award in 2015 while working as managing director at United Capital Financial Advisers. Robert Wolfe worked at the firm from 2009 to 2019. Mr. Wolfe primarily works with affluent families, as well as clients engaged in professional sports, including athletes, coaches, executives, and team owners. He spent nine years as a Registered Player Financial Advisor with the NFL Players Association. In addition, he has extensive experience working with physicians and has been named one of the 150 best financial advisors for doctors by Medical Economics. Robert Wolfe has additional experience with firms such as Integritas Transition Consultants, Affinity Wealth Management, Edward Jones & Company, and Advest, Inc. He began his career as a registered sales assistant with Advest, Inc., in 1992 after graduating summa cum laude from Indiana University of Pennsylvania with a bachelor of science in finance. He also spent a year at Drexel University, where he made the dean's list and was a Division-I wrestler.
Cross Creek Realty, LLC
College for Financial Planning
Greenville, SC, USA

职场能力评价

专业背景

  • 目前状态
  • 专业
  • 产业
  • 工作年资
  • 管理经历
  • 最高学历
    大学

求职偏好

  • 预期工作模式
  • 希望获得的职位
  • 期望的工作地点
  • 接案服务

工作经验

Real Estate Salesperson

2022年1月 - 现在

Managing Director

2021年12月 - 现在

Registered Player Financial Advisor

2012年12月 - 2021年10月
8 年 11 个月

学历

Other
CFP Professional Education Program
1996 - 1997
Bachelor of Science (BS)
Finance
1989 - 1992
Other
Finance
1988 - 1989