Rob Shevlin, MBA
Tell me more about Rob Shevlin, MBA?
Rob Shevlin, MBA is a highly experienced professional with 39.8 years of work experience. He specializes in investments, insurance, fixed annuities, small business, and disability insurance. Based in the United States, Rob is knowledgeable about helping professionals, especially business owners, reduce taxes, protect income and assets, insurance protection, and legal structures. He is also knowledgeable in principal protected investing and access to phenomenal resources. Rob is a specialist in comprehensive college planning and college funding, focusing on reducing the out of pocket cost of college for successful families. He is currently working on health care cost containment solutions for physicians, providing better patient care, and optimizing wealth preservation for doctors and medical staff.
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About
Specialties: Very knowledgeable about how to help professionals, especially business owners, reduce taxes, protect income and assets, insurance protection, legal structures. Believe in principal protected investing. Knowledgeable with access to phenomenal resources when it comes to advanced estate, wealth, charitable, income tax reduction and business owner planning. Specialist in Comprehensive College Planning and College Funding-"The College Cash Flow Strategist" Reducing the Out of Pocket Cost of College for Successful Families In addition to currently working on health care cost containment solutions for businesses, employees, consumers direct, associations and governmental entities, the firm is now helping physicians provide better options for patient care to medicare recipients with 2 or more chronic conditions, reduce malpractice risk, find new sources of revenue and strategies to reduce taxation, improve asset protection and overall optimize wealth preservation for the doctors family and medical staff.
...See MoreWork Experience
president owner at innovative financial strategies llc
Financial Services
Rob Shevlin, MBA's Professional Milestones
- President | Owner: Expanding market share by implementing strategic marketing initiatives and building strong relationships with clients.
- Senior Vice President (1984-01-01~1994-01-01): Driving strategic initiatives to revolutionize company operations and enhance profitability.
Skill
Investments
Insurance
Fixed Annuities
Small Business
Disability Insurance
Start Ups
Entrepreneurship
Wealth
Financial Services
Retirement Planning
Retirement
Mortgage Lending
Estate Planning
Finance
Financial Planning
Leadership
Management
Strategic Planning
Wealth Management
Term Life Insurance
Certification
Colleagues
Marisol Napoleon
Spa Owner
Briana Coghlan
transactional fx data product owner at bank of america
Divya Singh
avp-quality assurance certified scrum product owner
Matteo Cangiano
safe certified product manager product owner | business analyst | data
Miguel Duenas Alcala
Owner
Other Named Rob Shevlin, MBA
Frequently asked questions
We found 2 Rob Shevlin, MBA's email addresses
We found 1 Rob Shevlin, MBA's phone numbers
Rob Shevlin, MBA's social media include: Linkedin,
Rob Shevlin, MBA works for Bank of America Merrill Lynch
Rob Shevlin, MBA's role in Bank of America Merrill Lynch is president owner at innovative financial strategies llc
Rob Shevlin, MBA works in the industry of Financial Services
Rob Shevlin, MBA's colleagues are Marisol Napoleon,Briana Coghlan,Divya Singh
Rob Shevlin, MBA's latest job experience is president owner at innovative financial strategies llc at Bank of America Merrill Lynch