Profile
Bob has over 40 years experience in Life and Disability Insurance. He studied finance as an undergraduate at St. Louis University and graduate studies at Kellog School of Business. He has 3 grown daughters, 2 grandsons and 1 granddaughter, and 3 Golden Retrievers.
He loves baseball, basketball, live music and amusement parks. Fun fact- Bob threw batting practice for the Chicago Cubs and SF Giants.
BIRTHPLACE & EDUCATION
Bob grew up in Wilmette, a North Shore suburb of Chicago IL
Schools attended:
Loyola Academy in Wilmette IL
St. Louis University (Finance major, Dean’s List)
Northwestern University Kellogg Graduate Business School (Finance major).
PROFESSIONAL
American National Bank (now Bank One Corporation) on LaSalle Street in Chicago IL
John Hancock West Coast Representative for Pension Investments and Group Insurance - San Francisco CA & Boston MA
Prudential Employee Benefits & Group Insurance specialist - Oakland, CA
UC Berkeley - taught Employee Benefits and conducted retirement/investment seminars
RWM Insurance – National Independent Brokerage Firm founder
Continuously honored with numerous recurring service and production awards from many top rated insurance companies
Served as condominium board President
Co-General Partner on 9 successful private offering real estate partnerships
Memberships have included Contra Costa Estate Planning Council & local Chamber of Commerce
INTERESTS
Sponsorships included Alta Bates Foundation’s Celebrity Tennis Classic and many local activities.
Enjoy family time, sports, movies, and technology. Organized & coach local youth athletic leagues & teams.
Played NCAA College sports, very little professional baseball, and remain physically active.
PERSONAL
1 wife, 3 grown daughters
Father was Senior Partner with large national law firm Winston & Straun.