Robert Schliesman
- Financial Advisor, Investment Specialist
- Dufresne, Wayne & Associates
School Information
School: University of missouri Kansas city
College Major: Other
Years at College Works: 2009 to 2010
Career Information
Working For: Dufresne, Wayne & Associates
Title: Financial Advisor, Investment Specialist
Industry: Finance
Brief Description of Duties / Responsibilities:
Manage portfolios with $20 million of assets under management.
College Works Career Impact
In one sentence, what has CW meant to you?
The Man who says he can, and the man who says he can not.. Are both correct
Advice
What’s your best advice for someone interested in entering your career field?
There is a direct correlation between the basic business models of a CWP branch and a Private Wealth firm; the sooner you get started (marketing, building knowledge base) the easier it is to build your book of business in the long run.