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Profile of Robert Brooks
 

Robert Brooks

 
Assist. VP, Relationship Mgr. - Cleary Gull Inc.
 
Robert Brooks Email :
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Company Name : Cleary Gull Inc.
 
Company Website : www.clearygull.com
 
Company Address : 100 E. Wisconsin Ave.
Ste. 2400, Milwaukee, WI,
United States,
 
Robert Brooks Profile :
Assist. VP, Relationship Mgr. - Cleary Gull Inc.
 
Robert Brooks Biography :

Mr. Brooks is responsible for managing client relationships within the Private Client Service Group. He specializes in providing clients with the educational information and tools necessary to make informed decisions regarding their financial planning goals. Prior to joining Cleary Gull, he attained 13 years of investment experience while managing client relationships in the greater Milwaukee area at Kemper Securities, Northwestern Mutual and Strong Investments. More recently, he worked for Vision Investment Services, Inc. in Rosemont Illinois as an Assistant Vice President, focusing on Business Development and Account Management for the firm's existing bank clients. Mr. Brooks earned his Masters of Business Administration and Bachelors of Business Administration in Finance from the University of Wisconsin-Milwaukee and holds the Certified Financial Planner designation.

 
Robert Brooks Colleagues :
Name Title Email

John Krueger

Sr. VP, Dir. - Portfolio Management Please login

David Carroll

Sr. VP, Sr. Portfolio Mgr. Please login

David Lacroix

VP, Relationship Mgr. Please login

Jeff Lehrer

VP, Relationship Mgr. Please login

Scott Grenier

VP, Relationship Mgr. Please login


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