Robert Geiger
Financial Advisor at PNC Investments | Greater Philadelphia
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Robert Geiger is a seasoned Senior Financial Services Executive at PNC Investments, where he leverages over 20 years of experience in business development, relationship management, and strategic consultation to drive exceptional results. In his current role as a Financial Advisor, Robert is responsible for advising a diverse portfolio of over 200 clients, guiding them in planning for their dreams and achieving their financial goals. His expertise spans across the four pillars of financial advisory: accumulation, retirement, protection, and estate planning, allowing him to provide comprehensive strategies tailored to each client's unique circumstances.
Robert's approach is centered on deepening client partnerships and building trust, which he believes are essential for engendering loyalty and influencing positive change. He excels in identifying retail and business customers who can benefit from PNC's advisory services, effectively promoting business growth and enhancing client satisfaction. His strategic thinking and complex sales skills enable him to navigate intricate financial landscapes, ensuring that clients receive personalized asset allocation and financial planning solutions.
In addition to his advisory role, Robert is adept at leveraging CRM systems and marketing strategies to enhance client engagement and streamline operations. His proficiency in financial advisory not only positions him as a trusted partner for his clients but also contributes to PNC's overall revenue growth. With a commitment to excellence and a passion for helping clients achieve their financial aspirations, Robert Geiger continues to make a significant impact in the financial services industry.
Financial Advisor at PNC Investments in July 2023 to Present
DIRECTOR OF RETIREMENT OUTCOMES at Tycor Benefit Administrators, Inc.® in May 2022 to June 2023
DIRECTOR OF BUSINESS DEVELOPMENT & RETIREMENT OUTCOMES at Wealth Advisory Group, Inc. in January 2019 to March 2022
RELATIONSHIP EXECUTIVE, FINANCIAL ADVISOR SERVICES at Vanguard in June 2006 to July 2018
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Dickinson College, BA
Saint Joseph's University - Erivan K. Haub School of Business, MBA
The London School of Economics and Political Science (LSE), Economics
University of London, Humanities
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Financial Planning
Strategic Thinking
External Clients
Build Strong Relationships
Workload Prioritization
Third Party Relationships
Regulatory Requirements
Strategic Partnerships
Investor Relations
Communication
Strategic Communications
Key Client Relationships
Stakeholder Mapping
New Business Opportunities
Complex Sales
Customer Satisfaction
C-Level
Outbound Sales
Exceed Sales Goals
Strategy
Business Planning
CRM
Marketing
Finance
Business Development
Financial Advisory
Wealth Management
401(k) Retirement Savings Plans
Asset Allocation
Sales
Microsoft PowerPoint
Microsoft Excel
Management
Leadership
Client Services
Relationship Management
Public Speaking
Executive Presentation Skills
Microsoft Office
Leadershhip
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Discover more about PNC InvestmentsWhat is Robert Geiger email address?
Email Robert Geiger at [email protected]. This email is the most updated Robert Geiger's email found in 2026.
What is Robert Geiger phone number?
Robert Geiger phone number is 610-368-6950 and 610.225.1000 x 122.
How to contact Robert Geiger?
To contact Robert Geiger send an email to [email protected]. If you want to call Robert Geiger try calling on 610-368-6950 and 610.225.1000 x 122.
What company does Robert Geiger work for?
Robert Geiger works for PNC Investments
What is Robert Geiger's role at PNC Investments?
Robert Geiger is Financial Advisor
What industry does Robert Geiger work in?
Robert Geiger works in the Financial Services industry.
Robert Geiger Email Addresses
Robert Geiger Phone Numbers
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