Bob has over 10 years of director business development and client management experience in the wealth management arena, including time at BNY Mellon and Oppenheimer where he was responsible for developing relationships and providing investment management, wealth and estate planning to successful individuals and families, family offices, corporate plans, endowment and foundations.
Bob is a graduate of the University of California, Los Angeles and is very active in several alumni and mentor programs. Bob joins the SoCal BP Wealth team and is based out of the Beverly Hills office.
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