Rob Berlinski has a diverse work experience that spans various roles and industries. Rob started their career in 2013 as an HFP Intern at The Hartford. In 2014, they joined AdviceOne LLC Careers as an Associate Wealth Manager. In this role, they gained experience in wealth management and financial planning.
Berlinski then transitioned to Roger Williams University in 2010, where they worked in multiple roles. Rob started as an International Business Office Workstudy and was responsible for coordinating conferences and ensuring departmental efficiency. Rob later became an Associate Director, further enhancing their organizational and leadership skills. Additionally, they served as a Student Fund Manager, actively managing real-dollar portfolios and presenting portfolio methodology in Hong Kong.
Most recently, Berlinski joined AdviceOne Advisory Services, LLC in 2019 as a Financial Advisor. Rob has since been promoted to the role of Director of Advice, highlighting their growth and expertise in the field.
Rob Berlinski attended the Roger Williams University Career Center from 2010 to 2014, where they obtained a Bachelor's degree in Finance. Additionally, they have obtained a certification in Series 65 from FINRA, although the specific month and year of obtaining this certification are not provided.
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