Robert Epstein

Robert Epstein has a wide range of work experience in various roles and industries. Robert started their career in 1992 at Charles Schwab & Co. Inc, where they held positions such as Investment Specialist, Senior Investment Specialist, and Branch Manager. During their time at Charles Schwab, they successfully grew assets under management and received recognition for their outstanding performance. After leaving Charles Schwab in 2001, they joined Charles Schwab as the Director of Sales and Training, responsible for managing sales and sales training for the Latin America and Caribbean market. Robert then moved on to SunTrust Securities, where they worked as an Assistant Vice President in Investments, designing and implementing strategic investment plans for high net worth individuals, families, and businesses. In 2005, Robert joined Wachovia Securities as Vice President, focusing on business development and relationship building, and later became the Vice President of Sales at Seeman Holtz. In 2010, they worked as a Sales Manager for Tesla Motors, where they managed sales and new business development in the South Florida Market. Robert then joined Western & Southern Financial as a Senior Consultant, where they acted on behalf of individuals, families, partnerships, and corporations to provide life, health, and critical illness insurance. In 2011, they joined Avaya as a Named Account Manager, responsible for managing 60 named accounts in the NYC Metropolitan area. Most recently, Robert worked as an Account Manager at Polycom, and they are currently an Account Executive at BlueJeans Network. Overall, Robert Epstein has a strong background in sales, business development, and relationship management across various industries.

Robert Epstein attended the State University of New York at Plattsburgh from 1985 to 1989. During this time, they pursued a degree in Business Management with a specialization in Management.