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David Robison
Chief Operating Officer at NewRetirement
David Robison is the Chief Operating Officer (COO) at NewRetirement, a company that specializes in internet-based financial planning and retirement services.12 NewRetirement, which has recently rebranded as Boldin, is headquartered in San Francisco, California.12
Professional Background
Prior to his role at NewRetirement, David Robison served as the Managing Director at SEC Ventures, demonstrating his experience in leadership positions within the investment industry.5 This background likely contributes to his current role in financial planning and retirement services.
Current Role and Company
As the COO of NewRetirement (now Boldin), David Robison is part of a team that provides:
- Financial planning tools and services
- A blog offering guidance on financial planning and retirement
- A community platform for connecting with peers and experts2
The company prides itself on having a distributed workforce, with employees working from various locations around the world.2
Professional Network
David Robison has a presence on professional networking platforms:
- His LinkedIn profile shows he has 152 connections4
- His LinkedIn username is david-robison-a70aa15, as mentioned in the query
Location
While NewRetirement is headquartered in San Francisco, some sources indicate that David Robison is based in Mill Valley, California.36 This aligns with the company's flexible approach to employee locations.
David Robison's role as COO at NewRetirement (Boldin) places him in a key leadership position within a company focused on helping individuals plan for their financial future and retirement.