Bob Oros's Email & Phone Number

💼 Past Experience

Executive Vice President and Head of Custom Clearing Services at LPL Financial(from June 2009 to October 2010)Bob Oros was an executive vice president at LPL Financial from October 2007 to October 2008. He was also an executive vice president, head of the RIA segment, at Fidelity Clearing & Custody from January 2012 to January 2017. Additionally, from December 2007 to June 2009, Oros was a vice president, senior divisional manager at Charles Schwab. From November 2002 to October 2007, Oros was a vice president, product strategy at Charles Schwab. From 2001 to 2002, Oros was a managing director at Charles Schwab. From 1994 to 1997, Oros was a consultant at HD Vest Financial Services. Additionally, from February 2017 to November 2018, Oros was the CEO at HD Vest Financial Services. From October 2010 to January 2012, Oros was a national sales manager at Trust Company of America.

🎓 Education

PERSONAL BACKGROUND:Bob Oros is a finance professional with over 10 years of experience. He has a degree in business administration from Riverside H.S. in 1980. After completing his education, Oros worked for two years in a financial research firm. He then attended Walsh College in 2003 to receive his master of finance degree. Oros has since worked in financial consulting and accounting. Oros is a licensed financial planner and has worked with a variety of clients, from small businesses to large institutions. He has also been a certified financial planner with the Nationaloloagal Foundation.Oros is currently working as a financial advisor with Ryer Rose & Partners. He is interested in providing financial planning and advice to his clients. In his spare time, Oros enjoys spending time with his wife and two children.

💡 Technical & Interpersonal Skills

Bob Oros is currently a Senior Account Officer at Comerica Bank from 1989 to 1993 (4 years). Executive Vice President and Head of Custom Clearing Services at LPL Financial from June 2009 to October 2010 (1 year 5 months). Executive Vice President at LPL Financial from October 2007 to October 2008 (1 year 1 month). Executive Vice President, Head of the RIA Segment, Fidelity Clearing & Custody at Fidelity Investments from January 2012 to January 2017 (5 years 1 month) in Greater Boston Area. President - LPL Insurance Associates Inc. at LPL Financial from December 2007 to June 2009 (1 year 7 months). Vice President, Senior Divisional Manager at Charles Schwab from November 2002 to October 2007 (5 years). Vice President, Product Strategy at Charles Schwab from 2001 to 2002 (1 year). Vice President and Chief Operating Officer at Charles Schwab from 1998 to 2001 (3 years). Managing Director at Charles Schwab from 1994 to 1997 (3 years) in Richfield, OH. Consultant at HD Vest Financial Services from December 2018 to December 2018 (1 month) in Greater Boston Area. CEO at HD Vest Financial Services from February 2017 to November 2018 (1 year 10 months) in Irving, Texas. Chief Executive Officer at Hightower Advisors in Chicago, Illinois. National Sales Manager at Trust Company of America from October 2010 to January 2012 (1 year 4 months).