As the Regional Vice President for Equitable, Robert Fink plays a pivotal role in driving business growth across the Bank and Broker Dealer channels in Westchester, the Bronx, and the Hudson Valley, as well as in the Broker Dealer channels in New York City and...
As the Regional Vice President for Equitable, Robert Fink plays a pivotal role in driving business growth across the Bank and Broker Dealer channels in Westchester, the Bronx, and the Hudson Valley, as well as in the Broker Dealer channels in New York City and Long Island. With a keen focus on internal wholesaling, Robert leverages his extensive expertise in strategic planning and relationship management to foster strong partnerships with financial professionals. His proactive approach to education empowers advisors to enhance their practices and navigate the complexities of investment strategies, ultimately leading to more lucrative outcomes for their clients.
Robert is deeply involved in key projects that aim to elevate the standards of financial education within the industry. By conducting tailored training sessions and workshops, he equips financial professionals with the knowledge and tools necessary to effectively communicate the value of Equitable’s diverse product offerings. His commitment to relationship marketing and business development not only strengthens existing partnerships but also cultivates new opportunities for collaboration.
With a strong foundation in analysis and presenting, Robert excels at identifying market trends and translating them into actionable insights for his partners. His ability to articulate complex financial concepts in an accessible manner has made him a trusted resource among advisors seeking to enhance their service offerings. As he continues to navigate the dynamic landscape of financial services, Robert remains dedicated to fostering a culture of growth and innovation within the Equitable team and the broader financial community.
