Rob Scalzetti
About Rob Scalzetti
Rob Scalzetti is a Sales Director at Mutual of Omaha, where he has worked since 2019. He has extensive experience in financial consulting and advisory roles, having held various positions at several financial institutions over the years.
Current Role at Mutual of Omaha
Rob Scalzetti serves as the Sales Director at Mutual of Omaha, a position he has held since 2019. He operates from Marlton, New Jersey, where he oversees sales strategies and initiatives. His role includes offering securities and advisory services through Mutual of Omaha Investor Services, Inc., which is a member of FINRA and SIPC. Scalzetti's experience in the financial services industry supports his responsibilities in this position.
Previous Experience in Financial Services
Prior to his current role, Scalzetti held various positions in the financial services sector. He worked at M&T Bank as a Vice President Financial Consultant for four months in 2016 in Bensalem, Pennsylvania. He then transitioned to Investors Bank, where he served as Vice President Financial Advisor for one year and Vice President Financial Consultant for two years. His experience also includes a role at Highland Capital Brokerage as Director Institutional Sales from 2003 to 2004.
Educational Background in Insurance and Investment
Scalzetti studied at the Insurance and Investment Development Specialist program, which provided him with foundational knowledge in financial products and services. He also completed studies at the Bank Investment and Insurance Development program. This educational background supports his expertise in the financial services industry.
Licenses and Certifications
Rob Scalzetti is licensed to offer insurance services across multiple states, including Pennsylvania, New Jersey, Georgia, Massachusetts, Montana, New Mexico, and Virginia. This licensing allows him to provide a range of insurance products and services to clients in these regions.
Career Progression in Financial Consulting
Scalzetti's career in financial consulting began at Prudential Financial, where he worked as a Financial Services Representative from 1998 to 1999. He later joined Four Seasons Financial Group Inc. as an Internal Life/Annuity Wholesaler from 2010 to 2014. His career has shown a consistent focus on sales and consulting roles within the financial services industry.