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Bibi Roopan
Operations Manager at Prb Wealth Management
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Work Experience
Operations Manager
May 2006 - Present · 18 years and 7 months
Company Details
11-50 Employees
Financial services firm specializing in Wealth Management, Risk Management and Corporate Benefits. PRB Wealth Management aims to be a leader in Individual and Corporate Financial Advisory services by creating financial strategies that work towards results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices. As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. Securities offered through LPL Financial Member FINRA/SIPC. Member SIPC sipc.org. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and PRB Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.prbwm.com
Year Founded
1980
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Retirement & Financial Planning
HQ Location
122 East 42nd Street Suite 1610 New York, NY 10168, US
Keywords
Financial PlanningRisk ManagementCorporate Benefits
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