Senior Wealth Management Executive
RECENT BLOGS
ABOUT ME
| Bio |
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Bob V. Garrett possesses many skills related to the investment field in the areas of marketing and advertising, unified sales processes, and compliance issues. He also has a great deal of managerial experience in this field as he has held several vice president positions throughout his 18-year career.
Bob V. Garretts most recent position was that of Executive Vice President and Regional Investment Manager at Chase Investment Services. Bob V. Garrett directed the region in the Western United States comprising California, Arizona, Washington, and Oregon, among several other states. In his prior position as Executive Vice President and Co-National Sales Director, Bob V. Garrett supervised the Eastern U.S. region, which includes New York, New Jersey, Michigan, and Indiana. While Mr. Garrett oversaw this region, it ranked number one in the country for annual revenue growth.
As Senior Vice President and Regional Manager at Chase from 2003 to 2005, Bob V. Garrett managed the region comprising Illinois, Indiana, and Wisconsin. Establishing and directing a team of 4 market managers, 18 area managers, and 350 financial advisors, Bob V. Garrett drove the region to number one in terms of annual revenue, product sales, and assets under management (AUM). He worked to ensure that he provided the team members under his management with the knowledge and resources necessary to achieve the best rankings companywide, allowing for better company success nationwide.
An active supporter of his local business community, Bob V. Garrett is a member of the Newport Beach Chamber of Commerce in Southern California. In his time away from work, Mr. Garrett enjoys motorcycling, boating, and flying.
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| Work Experience |
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State Farm Insurance
http://bigsight.org/robert_garrett
Employee from 2011 - PRESENT
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Chase Investment Services
http://bobvgarrett.com
Executive from 1993 - 2011
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| Affiliations with Networks / Associations |
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Newport Beach Chamber of Commerce
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