Senior Vice President@ Wells Fargo
Devon, Pennsylvania, United States
Robert Chappelear
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Susquehanna University
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FlashIntel GPTRobert Chappelear is a highly experienced Senior Vice President at Wells Fargo with 34.7 years of work experience. He has a strong background in investments, wealth management, and portfolio management. Robert has held various senior positions at Wells Fargo, including Senior Vice President Investment Director at Bank of America and Managing Director at Bank of America Private Bank. He is skilled in asset allocation, investment advisory, and mutual funds. Robert is based in Devon, Pennsylvania, and has a proven track record in the banking industry.
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About
Senior Vice President at Wells Fargo
Work Experience
Senior Vice President
Financial Services
Robert Chappelear's Professional Milestones
- Senior Vice President Investment Director Nj And Pa (2002-03-01~2007-03-01): Developed and executed successful investment strategies, resulting in significant returns across New York and PA.
- Senior Vice President (2008-06-01~): Developing and implementing strategic initiatives to drive company growth and market expansion.
Education
Business Administration,
Management,
Finance,
Bachelors,
Bachelor Of Science,
Finance & Management
347155200-473385600Skill
Investments
Wealth Management
Portfolio Management
Asset Allocation
Investment Advisory
Asset Management
Mutual Funds
Management
Equities
Fixed Income
Securities
Series 7
Alternative Investments
Retirement Planning
Banking
Certification
Colleagues
Douman Namin
svp enterprise observability product owner
Aneesah Fain
Safe Scrum Master | Safety Assurance | Operations Management | Risk Management | Talent Development
Christy Helms
Technical Product Owner
Shruta M.
senior technical business analyst product owner at t-mobile
Angel Ochoa
Product Owner
Other Named Robert Chappelear
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Robert Chappelear works for Wells Fargo
Robert Chappelear's role in Wells Fargo is Senior Vice President
Robert Chappelear works in the industry of Financial Services
Robert Chappelear's colleagues are Douman Namin,Aneesah Fain,Christy Helms
Robert Chappelear's latest job experience is Senior Vice President at Wells Fargo
Robert Chappelear's latest education in Susquehanna University
