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Robert Norman

Robert Norman

Client Relationship Associate

Followers of Robert Norman211 followers
location of Robert NormanCharlotte, North Carolina, United States

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  • Timeline

  • About me

    Assistant Vice President at Wells Fargo, CICEO

  • Education

    • Baylor University

      2008 - 2012
      B.A. Film and Digital Media / Theater Arts

      Activities and Societies: Lambda Pi Eta - National Communications Association member Dean's List, 2012

  • Experience

    • Vanguard

      Sept 2013 - Feb 2015
      Client Relationship Associate

    • Blakely Walters Wealth Management

      Mar 2015 - Mar 2016
      Financial Advisor

    • Resound Creative

      Mar 2016 - Aug 2017
      Operations / Project Manager

    • Northern Trust Corporation

      Dec 2017 - Feb 2021

      • Senior Representative, Client Servicing - Transfer Agency

        Apr 2020 - Feb 2021

      • Representative, Client Servicing - Transfer Agency

        Dec 2017 - Apr 2020

    • Dimensional Fund Advisors

      Feb 2021 - Jan 2022
      Associate

    • Wells Fargo Advisors

      May 2022 - now

      • Assistant Vice President, Escalations Specialist - Registered

        Nov 2023 - now

      • Escalations Representative - Registered

        May 2022 - Nov 2023

  • Licenses & Certifications