Bobby Burns is an accomplished professional in the financial services industry with extensive experience in investment strategy, portfolio management, and technology solutions consulting. Currently serving as Assistant Vice President - Technology Solutions Consultant at Baird, Bobby helps Financial Advisors optimize their business operations, aiming for improved efficiency and work/life balance. Previous roles include Director of Investments and Planning at Northwestern Mutual, where Bobby provided financial planning and investment strategy consultation for high-value client portfolios, and various positions at State Farm, focusing on financial services and marketing. Bobby holds a Bachelor of Business Administration in Marketing from the University of Iowa and an Associate of Arts from Southeastern Community College.
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