Notes from the Desk

Bob Moser

September 4, 2020 By Sage Advisory

Bob serves as Senior Vice President, National Sales Director at Sage. Bob began his investment career in 2000 as a Regional Sales Director at The Hartford. Later, he served as a Senior Advisor Consultant and Vice President at OppenheimerFunds. Bob received a B.S. degree in Marketing from Arizona State University. He has the CIMA® designation bestowed by the Investment Management Consultants Association® for his study at the Wharton School of Business at the University of Pennsylvania. In addition, he holds the Certified Retirement Planning Consultant designation from the College for Financial Planning.