Robert Lee
Private Wealth Manager at Federal Benefits Made Simple, an E.A. Buck Company | Denver, Colorado, United States
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Private Wealth Manager at Federal Benefits Made Simple, an E.A. Buck Company in January 2025 to Present
Regional Vice President and Private Wealth Manager, EA Buck at E.A. Buck Financial Services in August 2021 to January 2025
Director National Retirement Solutions at AMBA in October 2019 to September 2021
Assistant Vice President, Field Education at AMBA in February 2018 to January 2020
Consultant at AMBA in October 2017 to February 2018
RVP at Horace Mann in January 2013 to September 2017
FSL at Horace Mann in September 2013 to January 2016
Owner at QIS I and II in January 2009 to September 2013
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Business Development
Personal Financial Planning
Financial Forecasting
Workable Solutions
Tax Planning
Tax Planning Strategies
Estate Planning
Relationship Development
Client Development
Business Relationship Management
Skill Development
Series 65
Insurance Planning
Compensation
Attention to Detail
Data Analysis
Financial Analysis
Business Analysis
Mergers & Acquisitions (M&A)
Strategic Planning
New Business Development
Insurance
Team Building
Business Strategy
Public Speaking
Marketing
Marketing Strategy
Business Planning
Investments
Strategic Financial Planning
Account Management
Leadership Development
Training
Business Process Improvement
Financial Planning
Fixed Annuities
Leadership
Sales
Customer Service
Life Insurance
Management
Retirement Planning
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Discover more about Federal Benefits Made Simple, an E.A. Buck CompanyWhat is Robert Lee email address?
Email Robert Lee at [email protected]. This email is the most updated Robert Lee email found in 2026.
How to contact Robert Lee?
To contact Robert Lee send an email to [email protected].
What company does Robert Lee work for?
Robert Lee works for Federal Benefits Made Simple, an E.A. Buck Company
What is Robert Lee's role at Federal Benefits Made Simple, an E.A. Buck Company?
Robert Lee is Private Wealth Manager
What is Robert Lee's Phone Number?
Robert Lee's phone (303) ***-*851
What industry does Robert Lee work in?
Robert Lee works in the Insurance industry.
Robert Lee Email Addresses
Robert Lee Phone Numbers
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