ro****@bu****.com & 1866928****

Robbie Pratt

An Associate Investment Advisor with a demonstrated history of working in the financial services industry. Skilled in communication,... | Powhatan, Virginia, United States

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Robbie Pratt’s Emails ro****@bu****.com

Robbie Pratt’s Phone Numbers 1866928****

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Robbie Pratt’s Location Powhatan, Virginia, United States

Robbie Pratt’s Expertise An Associate Investment Advisor with a demonstrated history of working in the financial services industry. Skilled in communication, trading, teamwork, and the utilization of Burney Company’s vast technology to accomplish client goals. My experience on the Client Service Team and the Trade Team have given me the tools I need to help with any client requests. During my time as a Client Service Associate, I managed hundreds of client requests a quarter. I specialized in our tech stack at Burney Company. Constantly I was adjusting our processes on the tech side to become more effective and efficient. As a Trader on the team I specialized in cash raises, deploying assets into our Size, Style, Responsive strategy, and transitioning taxable accounts from their previous strategy into ours. All of those experiences have given me the tools to guide our clients.

Robbie Pratt’s Current Industry Burney Wealth Management

Robbie Pratt’s Prior Industry
Burney Wealth Management | Savage Apparel

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Work Experience

Burney Wealth Management

Associate Investment Advisor

Fri Oct 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Burney Wealth Management

Client Services Associate

Mon Apr 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Oct 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

Savage Apparel

Event & Sales Representative

Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Burney Wealth Management

Wealth Management Intern

Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Burney Wealth Management

Administrative Intern

Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Robbie Pratt Email Addresses

ro****@bu****.com Work Email

ro****@bu****.com Personal Email

Robbie Pratt Phone Number

1866928**** Phone number

FAQ About Robbie Pratt

Robbie Pratt is located at
Powhatan, Virginia, United States

Robbie Pratt is a
An Associate Investment Advisor with a demonstrated history of working in the financial services industry. Skilled in communication, trading, teamwork, and the utilization of Burney Company’s vast technology to accomplish client goals. My experience on the Client Service Team and the Trade Team have given me the tools I need to help with any client requests. During my time as a Client Service Associate, I managed hundreds of client requests a quarter. I specialized in our tech stack at Burney Company. Constantly I was adjusting our processes on the tech side to become more effective and efficient. As a Trader on the team I specialized in cash raises, deploying assets into our Size, Style, Responsive strategy, and transitioning taxable accounts from their previous strategy into ours. All of those experiences have given me the tools to guide our clients. Burney Wealth Management

Robbie Pratt currently works in the
Burney Wealth Management

Robbie Pratt specializes in
An Associate Investment Advisor with a demonstrated history of working in the financial services industry. Skilled in communication, trading, teamwork, and the utilization of Burney Company’s vast technology to accomplish client goals. My experience on the Client Service Team and the Trade Team have given me the tools I need to help with any client requests. During my time as a Client Service Associate, I managed hundreds of client requests a quarter. I specialized in our tech stack at Burney Company. Constantly I was adjusting our processes on the tech side to become more effective and efficient. As a Trader on the team I specialized in cash raises, deploying assets into our Size, Style, Responsive strategy, and transitioning taxable accounts from their previous strategy into ours. All of those experiences have given me the tools to guide our clients.

Robbie Pratt speaks the following languages:
No languages available.

Robbie Pratt has prior experience in the following industries:
Burney Wealth Management , Savage Apparel , Burney Wealth Management , Burney Wealth Management

Robbie Pratt has the following professional experience:
Burney Wealth Management , Burney Wealth Management , Savage Apparel , Burney Wealth Management , Burney Wealth Management .