Robert James Curtiss

age ~60

from Pasadena, CA

Get Report

Also known as:

Robert J Curtiss
Robert R Curtiss
Rob J Curtiss
Bob J Curtiss
Robert J Curtis
Robert J Crutiss
Robert J Turek
Alice Curtis

Phone and address:: 639 Vallombrosa Dr, Pasadena, CA 91107
6263969308

Connected to:

Robert Curtiss Phones & Addresses

639 Vallombrosa Dr, Pasadena, CA 91107 • 6263969308
595 Avocado Ave, Pasadena, CA 91107 • 6262299414 • 6263969308
Del Mar, CA
787 Starlight Heights Dr, La Canada Flintridge, CA 91011 • 8189522301 • 8189528927
La Canada, CA
Grand Isle, VT
Santa Monica, CA
San Diego, CA
Little Silver, NJ
Glen St Mary, FL
South Pasadena, CA
Los Angeles, CA

Name / Title

Company / Classification

Phones & Addresses

Robert Curtiss
President

SIENNA AT RENAISSANCE PLAZA COMMUNITY ASSOCIATION

9060 Irvine Ctr Dr STE 200, Irvine, CA 92618
10971 Gdn Grv Blvd, Garden Grove, CA 92843
16470 Bake Pkwy, Irvine, CA 92618

Resumes

Vice President - Investments

view source

Location:

Pasadena, CA

Industry:

Investment Management

Work:

Crowell, Weedon & Co.
Vice President - Investments

Robert Curtiss

view source

Location:

Pasadena, CA

Industry:

Financial Services

Work:

Merrill Lynch
Senior Financial Advisor

Financial Advisor

view source

Location:

Pasadena, CA

Industry:

Financial Services

Work:

Seia
Financial Advisor
Signature Estate & Investment Advisors, Llc
Financial Advisor
D.a. Davidson Companies Apr 2009 - Oct 2016
Vice President -- Portfolio Manager -- Financial Advisor
Merrill Lynch Mar 1998 - Apr 2009
Assistant Vice President
City of Pasadena Nov 1992 - Feb 1998
Senior Management Analyst

Education:

University of California, Los Angeles 1996 - 1999
University of Southern California 1990 - 1991
Masters, Master of Public Administration Uc Santa Barbara 1983 - 1987
Bachelors, Bachelor of Science, Pharmacology University of California

Skills:

Investments
Financial Planning
Retirement Planning
Estate Planning
Retirement
Tax
Portfolio Management
Strategic Financial Planning
Asset Allocation
Alternative Investments
Wealth Management
Equities
Investment Strategies
Etfs
Asset Managment
Wealth
Asset Management
Financial Advisory
Mutual Funds
Risk Management
Securities
Series 65
Fixed Income
Hedge Funds
Series 7
Series 63
Investment Advisory
Uniform Combined State Law
Private Equity
401K
Financial Modeling
Series 24
Investment Management
Valuation
Finance
Wealth Management Services
Finra
Financial Services
Due Diligence
Separately Managed Accounts
Venture Capital
Pensions
Retirement Plan Consulting
High Net Worth Individuals
Fixed Annuities
Variable Annuities
Trusts
Wealth Accumulation
Life Insurance
Defined Benefit

Interests:

Skiing
Environment
Education
Cycling
Arts and Culture
Science and Technology
Tennis
Swimming
Golf
American History
Science and Techology
Health

Languages:

English
French

Certifications:

Accredited Investment Fiduciary Aif®
Certified Financial Planner, Cfp®
Certified Wealth Strategist, Cws®
Fi360
Cfp Board
Cannon Financial Institute