Robert L. Francis
Corporate Officer/Principal bei Aspire Financial Services LLC
Profil
Robert L.
Francis is a Member of the Board of Managers at Aspire Financial Services LLC, and a Member of The American Society of Pension Professionals & Actuaries, National Institute of Pension Administrators, and Western Pension & Benefits Conference.
He is a former Managing Director-Retirement Services at BlackRock, Inc., Managing Director at Aetna Capital Management LLC, Member-Retirement Advisory Council at Legg Mason, Inc., President at ING Groep NV, Chief Operating Officer at National Retirement Partners, Inc., Executive Vice President-Retirement Strategies at LPL Financial LLC, and President-Institutional Distribution at Voya Financial, Inc. He was also a Senior Vice President-National Sales at Aetna Retirement Services from 1980 to 2002.
Mr. Francis received his undergraduate degree from Eckerd College in 1980.
Aktive Positionen von Robert L. Francis
| Unternehmen | Position | Beginn |
|---|---|---|
Aspire Financial Services LLC
 Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | Corporate Officer/Principal | 01.07.2013 |
| Western Pension & Benefits Conference | Corporate Officer/Principal | - |
The American Society of Pension Professionals & Actuaries
 The American Society of Pension Professionals & Actuaries Miscellaneous Commercial ServicesCommercial Services The American Society of Pension Professionals & Actuaries operates as an association for career retirement and pension plan professionals. It offers examination-based professional credentials. The company was founded by Carl Duncan in 1966 and is headquartered in Arlington, VA. | Corporate Officer/Principal | - |
National Institute of Pension Administrators
 National Institute of Pension Administrators Miscellaneous Commercial ServicesCommercial Services The National Institute of Pension Administrators operates as a trade association. The private company is based in Chicago, IL. | Corporate Officer/Principal | - |
Ehemalige bekannte Positionen von Robert L. Francis
| Unternehmen | Position | Ende |
|---|---|---|
| Aetna Retirement Services | Corporate Officer/Principal | - |
| ING GROEP N.V. | Präsident | - |
Aetna Capital Management LLC
 Aetna Capital Management LLC Investment ManagersFinance Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET). | Corporate Officer/Principal | - |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | - |
| BLACKROCK, INC. | Corporate Officer/Principal | - |
Ausbildung von Robert L. Francis
| Eckerd College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 3 |
|---|---|
| VOYA FINANCIAL, INC. | Finance |
| BLACKROCK, INC. | Finance |
| ING GROEP N.V. | Finance |
| Private Unternehmen | 9 |
|---|---|
| Aetna Retirement Services | Finance |
Aspire Financial Services LLC
Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | Finance |
Legg Mason, Inc.
 Legg Mason, Inc. Investment ManagersFinance Legg Mason, Inc. is a holding company. It engages in the provision of investment management and related products and services to institutional and individual clients, company-sponsored mutual funds, and other investment vehicles. The company was founded in 1981 and is headquartered in Baltimore, MD. | Finance |
| Western Pension & Benefits Conference | |
The American Society of Pension Professionals & Actuaries
The American Society of Pension Professionals & Actuaries Miscellaneous Commercial ServicesCommercial Services The American Society of Pension Professionals & Actuaries operates as an association for career retirement and pension plan professionals. It offers examination-based professional credentials. The company was founded by Carl Duncan in 1966 and is headquartered in Arlington, VA. | Commercial Services |
National Institute of Pension Administrators
National Institute of Pension Administrators Miscellaneous Commercial ServicesCommercial Services The National Institute of Pension Administrators operates as a trade association. The private company is based in Chicago, IL. | Commercial Services |
National Retirement Partners, Inc.
 National Retirement Partners, Inc. Miscellaneous Commercial ServicesCommercial Services National Retirement Partners is a nationwide organization dedicated to the retirement plan and wealth management marketplace. NRP has comprised of independent advisors that provide plan consulting, fiduciary best practices and investment due diligence to retirement plan sponsors and their participants as well as comprehensive wealth management tools. Our Member Firms utilize NRP's vast resources and services to deliver solutions to each client that had traditionally only been available to the largest companies- sophisticated independent vendor search and benchmarking analysis, open architecture plan analysis and design, investment due diligence and comprehensive employee communications. National Retirement Partners offers comprehensive 401(k), 403(b), 457, ESOP, KSOP, Defined Benefit, Pension, Deferred Compensation and other retirement plan options through strategic alliances with the nation’s largest plan providers. NRP strives for excellence in participant education, communication and plan satisfaction through the tools and services available designed for retirement plan participants. Our services also include proprietary investment due diligence analytics to help manage the investments and mitigate fiduciary liability for Plan Sponsors. NRP also provides investment consulting and education services on a fee-for-service basis for corporations that prefer to retain their existing plan recordkeeping relationships. In addition, Registered Investment Advisor (RIA) Services are available to the company advisors and their clients. National Retirement Partners was founded by William R. Chetney in 2003 and is headquartered in San Juan Capistrano, California. | Commercial Services |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Aetna Capital Management LLC
Aetna Capital Management LLC Investment ManagersFinance Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET). | Finance |
