CakeResume 找人才
最轻量、快速的招募方案，数百家企业的选择
搜寻简历，主动联系求职者，提升招募效率。
- 浏览所有搜寻结果
- 每日可无限次数开启陌生对话
- 搜尋僅開放付費企業檢視的简历
- 检视使用者信箱 & 电话
职场能力评价定义
Robert Wolfe
Renowned Wealth Management Executive
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.
Greenville, SC, US
Work Experience
Jan 2022 - Present
Real Estate Salesperson
Cross Creek Realty, LLC
Dec 2021 - Present
Managing Director
Apollon Wealth Management
Dec 2012 - Oct 2021
Registered Player Financial Advisor
NFL Players Association Registered Player Financial Advisor
Education
Jan 1996 - Jun 1997
College for Financial Planning
CFP Professional Education Program
Sep 1989 - May 1992
BS
Indiana University of Pennsylvania
Finance
Sep 1988 - Jun 1989
Drexel University
Finance
Robert Wolfe
Renowned Wealth Management Executive
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.
Greenville, SC, US