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Robert Bickford
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Location
Hutchinson Island, Florida, USA
Experience
36 Years
Gender
Male
Languages
English
Education
  • University of Maryland  (1979 - 1983) BA
  • Wharton Business  (2004 - 2007) MBA
Practitioners: Personal Finance
Retirement Planner
Personal Investment Advisor
Issues Addressed:
Estate Planning, Budgeting Personal Finance, Insurance Choices, Mortgage and Loans
Who is Robert Bickford

Mr. Bickford is the Founder and President of PotomacView Consulting Services. He is an expert consultant who specializes in business intelligence, research, competitive analysis, current trends and information in the financial services industry. During his career, he has held many senior level positions in the financial services industry. He provides expert advice, analysis, research and current news on companies and other topics relevant to the industry. 

His clients include consultants, analysts, and other professionals seeking thorough analysis, commentary and research backed by over 35 years of industry experience. He has a keen ability to understand and communicate solutions to clients in need of answers and research to the most difficult topics in the industry. 

Working with an extensive network of contacts and industry experts he maintains up to date information on solutions, news, trends and industry developments. He has worked on 100's of projects for clients in the US, Europe, Latin America and Asia. 

A graduate of the University of Maryland and Wharton, Mr. Bickford has been employed in the financial industry since 1981. He attends many industry events as a commentator, lecturer and leading expert consultant on the financial services industry.

Specialties:
Banking
Insurance
Alternatives
Mortgage
REIT's
Asset Managers
Financial software
Fund Administration
Regulation
PE/VC
RIAs
Smart Safe/CIT
Retail brokerage
Robo-advisors
Retirement 
Custodians/Alternative Custodians
Credit card services
Clearing platforms
Trust and private banking