Sign In
Get Clay Free →

Suggestions

    Robert Padgette

    Chief Retirement Strategist at Really Retired

    Professional Background

    Robert Padgette is a distinguished figure in the realm of retirement strategy and financial consulting, leveraging extensive expertise in both electrical engineering and business management to propel his career forward. With a solid foundation laid at Duke University, where he obtained his Master of Business Administration (MBA) from The Fuqua School of Business and a Bachelor of Science in Electrical Engineering (BSEE), Robert has consistently utilized his academic background to serve in various leadership roles across notable organizations.

    Throughout his career, Robert has held an impressive array of positions which have honed his skills in managing participant solutions and retirement strategies. Currently, he is the Chief Retirement Strategist at Really Retired, where he applies his vast knowledge and experience to help individuals navigate their retirement plans successfully. His strategic insights and dedication to client success set him apart in the competitive landscape of retirement consultancy.

    Robert's prior experiences reflect a career characterized by leadership and innovation. He has been a Senior Vice President at Envestnet Retirement Solutions, where he expertly managed accounts and oversaw vital participant solutions. His role as a founder at RLP Solutions, LLC marked a significant milestone in his career as he transitioned into entrepreneurship—demonstrating his ability to create and lead businesses that address key financial needs. As CEO and President of Klein Decisions, Robert further illustrated his capacity for strategic oversight and vision.

    Additionally, his experience with CheckFree Investment Services as a Senior Vice President and as the CEO & Founder of Mobius Group, Inc., underlines his well-rounded skill set, particularly in investment services and consulting. His previous position as Vice President - Director of PRIME Consulting at Kidder, Peabody & Co. provided him with a rich history of service in the financial industry, further broadening his understanding of market dynamics and client relationships.

    Education and Achievements

    Robert Padgette's academic background is nothing short of impressive. He earned his MBA from Duke University's Fuqua School of Business, one of the top-ranked business schools in the United States, enhancing his strategic mindset and business acumen. His education in Electrical Engineering at the same esteemed institution laid the groundwork for his analytical approach to problem-solving and his ability to understand complex systems—skills that have proven invaluable throughout his professional journey.

    In addition to his formal education, Robert's career trajectory showcases a series of notable achievements and contributions to the fields of retirement planning and investment solutions. His role as Chief Retirement Strategist at Really Retired demonstrates his commitment to empowering clients and facilitating smoother transitions into retirement. His dedication to improving financial literacy and accessibility in retirement planning has earned him respect in the industry.

    Achievements

    • Chief Retirement Strategist at Really Retired
      • Currently leading initiatives to enhance retirement planning services and client engagement.
    • Managed Accounts Consultant at Envestnet Retirement Solutions
      • Successfully managed a portfolio of retirement accounts, providing strategic guidance and solutions.
    • Founder of RLP Solutions, LLC
      • Established a company focused on innovative retirement solutions, reflecting his entrepreneurial spirit.
    • Senior Vice President at Envestnet Retirement Solutions
      • Oversaw participant solutions, ensuring efficient and effective account management for clients.
    • CEO & President of Klein Decisions
      • Directed company operations with a focus on client-centered financial decision-making processes.
    • Senior Vice President at CheckFree Investment Services
      • Played a key role in expanding the company’s investment service offerings.
    • CEO & Founder of Mobius Group, Inc.
      • Launched a successful consultancy that catered to financial and investment needs in the industry.
    • Vice President - Director PRIME Consulting at Kidder, Peabody & Co.
      • Led consulting efforts, driving strategic improvements for clients in financial services.

    Related Questions

    How did Robert Padgette develop his extensive expertise in retirement strategies?
    What innovations has Robert Padgette introduced in his role at Really Retired?
    In what ways has Robert Padgette’s education at Duke University influenced his career choices?
    Can Robert Padgette share insights into the challenges he faced while founding RLP Solutions, LLC?
    How did Robert Padgette navigate his transition from financial consultancy to becoming an entrepreneur?
    R
    Add to my network

    Location

    Raleigh-Durham-Chapel Hill Area