Robert Espenel
Oregon State University
Tell me more about Robert Espenel?
Robert Espenel is a financial sales management professional with 18.4 years of experience. He specializes in financial advisory, retirement planning, recruiting, and investment advisory. Based in Troutdale, Oregon, he is currently seeking excellent people to join his team in Oregon and SW Washington. With a focus on consultative relationships with advisors, Robert has direct experience in creating and building marketing plans, budget analysis, and sales projections. His specialties include sales management, recruiting, hiring, training, public presentations, marketing plan creation and implementation, finacial planning and consulting.
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About
Financial sales management with a focus on consultative relationships with advisors. Direct experience in creating and building marketing plans, budget analysis, sales projections. I am currently seeking excellent people to join my team in Oregon and SW Washington. Specialties: Sales management, recruiting, hiring, training, public presentations, marketing plan creation and implementation, finacial planning and consulting.
Work Experience
Regional Vice President
Managing Partner
Partner
Financial Services
Robert Espenel's Professional Milestones
- Managing Partner (2014-03-01~2018-04-01): Driving strategic partnerships and acquiring top-tier brands, pushing the boundaries of company excellence.
- Partner (2009-10-01~2014-03-01): Building a strong client base through strategic partnerships and effective communication.
Education
General Science,
Bachelors,
Bachelor Of Science
1995-1998Skill
Financial Advisory
Retirement Planning
Retirement
Recruiting
Investment Advisory
Asset Allocation
Sales Management
Mutual Funds
Investments
Fixed Annuities
Insurance
Training
401k
Long Term Care
Securities
Asset Managment
Finra Series 7
Estate Strategies
Wealth Strategies
Comprehensive Financial Strategies
Certification
Colleagues
Christopher Osborne
Vice President | Head of Enterprise Supervision
Teresa Iglesias-solomon
Chief Engagement Officer
Randy Boushek
Senior Vice President | Chief Financial Officer
Randy Boushek
Chief Financial Officer | Treasurer
Kristina Jansen
Executive Assistant to the Chief Operations Officer | Chief Financial Officer
Other Named Robert Espenel
Frequently asked questions
We found 2 Robert Espenel's email addresses
Robert Espenel's social media include: Linkedin,
Robert Espenel works for THRIVENT FINANCIAL FOR
Robert Espenel's role in THRIVENT FINANCIAL FOR is Regional Vice President
Robert Espenel works in the industry of Financial Services
Robert Espenel's colleagues are Christopher Osborne,Teresa Iglesias-solomon,Randy Boushek
Robert Espenel's latest job experience is Regional Vice President at THRIVENT FINANCIAL FOR
Robert Espenel's latest education in Oregon State University