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Bob Driscoll

Director Of Retirement Services at Karp Capital Management
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About Bob Driscoll

Bob Driscoll is Director Of Retirement Services at Karp Capital Management in San Francisco Bay Area, us. Previously worked at John Hancock Financial Services as Retirement Plan Sales Associate. Karp Capital Management is a Financial Services company in 30 Liberty Ship Way 3150 US,California,Sausalito,94965 with 2 employees

Bob Driscoll holds a degree from Denison University

Bob Driscoll Social
Bob Driscoll Work
Bob Driscoll have been working for 17 years. Currently Bob Driscoll is the Director Of Retirement Services @Karp Capital Management, with experience in Retirement Plan Sales Associate, Tax Analyst - Mutual Funds @John Hancock Financial Services
Karp Capital Management
Director Of Retirement Services
Aug 2015 - Present · 9 years and 7 months
John Hancock Financial Services
Oct 2012 - Jul 2015 · 2 years and 9 months
Retirement Plan Sales Associate
Dec 2013 - Jul 2015 · 1 years and 7 months
Tax Analyst - Mutual Funds
Oct 2012 - Dec 2013 · 1 years and 2 months
About Bob Driscoll's Current Company
Karp Capital Management
11-50 Employees

Karp Capital Management is founded in 2004, operates from its headquarter in 30 Liberty Ship Way 3150 US,California,Sausalito,94965. The company operates in the Financial Services sector.

Website
https://karpcapital.com
Year Founded
2004
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
30 Liberty Ship Way 3150 US,California,Sausalito,94965
Keywords
Investment AdvisoryRetirement PlanningFinancial PlanningEstate PlanningAnnuitiesFor Businesses: Corporate Retirement PlansExit and Succession PlanningFinancial Planning and Business ConsultingFinancial Risk ManagementWealth Management
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Bob Driscoll Education

Bob Driscoll completed at Denison University (Present) , at The University of Western Australia (Present) , etc

Denison University
BAEconomics
Present
The University of Western Australia
Economics
Present
the university of western australia
economics
2007 - 2007
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Bob Driscoll Skills
Business and Strategy
investments
Financial
financial services
Project and Plan Management
financial analysis, finance
Technology and Engineering
microsoft office, powerpoint, microsoft excel
Customer Relations and Sales
sales
Other
small business retirement planning, qualified retirement plans, 401k, mutual funds, series 7, bloomberg, fund accounting, series 63, fund administration, international tax, tax accounting, income tax, equities, capital gains tax, licensed life insurance agent, retirement, retirement planning, financial advisory, defined benefit, cash balance, reinsurance

Bob Driscoll Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Bob Driscoll found in 2025.

  • Email AddressB**@karpcapital.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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