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Robert Szigeti III

Robert Szigeti III

Ice Hockey Referee

Followers of Robert Szigeti III389 followers
location of Robert Szigeti IIISkillman, New Jersey, United States

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  • Timeline

  • About me

    Vice President | Analyst at SG Wealth Management, LLC

  • Education

    • Montgomery High School

      2010 - 2014

      Activities and Societies: Ice Hockey Team, Spring Track Team

    • Syracuse University

      2014 - 2018
      B.S. of Finance, B.A. of Economics Finance, Economics

  • Experience

    • USA Hockey

      Sept 2009 - now
      Ice Hockey Referee

      USA Hockey certified referee officiating the levels of mite through midget U18

    • SG Wealth Management, LLC

      May 2015 - Aug 2017
      Intern

      · Managed and organized lead generation data within the contact management system.· Organized and created email marketing campaigns and tracked and analyzed results.· Assisted in the development of financial statements.· Helped with accounts payable and expense tracking using QuickBooks.· Attended client meetings and helped in the preparation of retirement plans.

    • PCS Research Group LLC

      Dec 2018 - Jan 2019
      Account Executive

    • Merrill Edge

      May 2019 - Aug 2020
      Financial Services Representative

    • Bank of America Merrill Lynch

      Aug 2020 - Apr 2023

      • AVP, Internal Investment Advisory Specialist

        Nov 2021 - Apr 2023

      • Assistant Vice President; Internal Wealth Management Service Associate

        Aug 2020 - Nov 2021

    • SG Wealth Management, LLC

      Apr 2023 - now
      Vice President | Analyst

  • Licenses & Certifications

    • Series 66

      FINRA

    • Series 7

      FINRA