Bob brings more than 25+ years of experience in investments, operations, insurance, consulting and technology to Simplicity OID. Bob has helped numerous banks, mutual funds, broker dealers, comprehensive fee only financial planners, RIA’s and insurance agencies over his career including Schwab, Bank of America, Wells Fargo, Ameriprise, AssetMark, Solomon Brothers, MFS and others. 

In prior positions, Bob worked as Chief Compliance Officer, Chief Operations Officer, Consultant, Insurance Director, Advisor, Registered Representative,  Management Committee and Steering Team member at multiple financial services firms.