Robert Adams

Vancouver, Washington

National Sales Manager , OBS Financial

Experience at:
Columbia Credit Union, Td Bank, Pnc

I’m interested in mentoring people from:

    Robert Adams

    Ask Me About

    Ability to Drive P&L
    Ability to lead Teams
    Cross Functional Team Leadership
    Excellent Public Speaker
    Retail Bank Leadership
    Strategic Thinker and Planner
    Strong Business Development
    Strong Developer of Talent
    Territory Management
    Wealth Management
    Where I've Worked

    Feb 2017 – Present

    National Sales Manager

    OBS Financial

    Aug 2014 – Feb 2017

    Vice President of Wealth Management

    Columbia Credit Union
    Td Bank logo

    Dec 2010 – Aug 2014

    National Sales Manager / VP - Mass Affluent Products & Services

    Td Bank
    Pnc logo

    Sep 2008 – Dec 2010

    Vice President / Regional Manager

    Citibank logo

    Feb 2005 – Aug 2008

    Senior Vice President / Area Manager

    CUNA Mutual Group logo

    Nov 1991 – Feb 2005

    Regional Vice President - SE

    CUNA Mutual Group
    Where I've Studied


    Bachelors, Business

    Upper Iowa University

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me


    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    Ask Me for a Referral

    OBS Financial

    In the Media

    Social Media