Robert Warrick
Business Broker at Calhoun Companies
Based on current listings; this profile has not stated a specialty.
About
Robert Warrick brings business ownership and executive leadership experience to Calhoun Companies. He supported growth and exit strategies for electronic payment processing, loyalty marketing, and managed services businesses. He held Worldpay and BMO Harris Bank Partnership Senior Vice-President roles and a First Data Vice President role. He served high net worth clients and business owners as a Financial Advisor at Wells Fargo Advisors. His advisory work covered retirement guidance, financial planning, investments, and business advisory. He earned a business marketing and management degree from St. Mary’s University. His studies also included University of London, England; Minnesota Management Academy, Carlson School of Management; and St Thomas University. At Wells Fargo Advisors, he held the Chartered Retirement Planning Counselor (CRPC®) designation and Series 7 and 66 FINRA. He enjoys the gym, hockey rink, golf course, and bike trails. He spends family time at the cabin in Lutsen MN and enjoys adventurous travels with his wife and 2 daughters.
Who is a good fit for Robert Warrick
- Owners of electronic payment processing businesses considering an exit.
- Owners of loyalty marketing companies navigating business growth.
- Owners of managed services businesses seeking experience with growth phases and exit strategies.
Active listings (1)
Asking prices from $2.5M.