Bob Abreu Email & Phone Number
Regional Investment Specialist at Catalyst Funds and Rational Funds @ Catalyst Funds
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Bob Abreu Location
- New York, NY, US
Bob Abreu Work
- 2020 -now Regional Investment Specialist at Catalyst Funds and Rational Funds @
- 2014 -2020 Director - Senior Product Specialist @
- 2011 -2013 Senior Regional Director @
- 2009 -2011 Director of Investment and Bridge Financial Group @
- 1998 -2008 Regional Sales Director @
- 1996 -1998 Divisional Equity Sales Manager @ Paine Webber Group
- 1983 -1996 Equity Product Manager, VP @
Bob Abreu Education
- Pace University - Lubin School of Business
BBA Marketing (Marketing and Economics)
Bob Abreu Skills
- Sales
- Consulting
- Series 7
- Alternative Investments
- Wealth Management
- Series 63
- Asset Allocation
- Investments
- Asset Managment
- Equities
- ETFs
- Portfolio Management
- Hedge Funds
- Financial Services
- Separately Managed Accounts
- Structured Products
- Financial Advisory
- Strategic Financial Planning
- Fund Of Funds
- Private Equity
- Equity Research
- Retirement Planning
- Business Development
- Start-ups
- Retirement
- Investment Strategies
- Asset Management
- Investment Management
- Investment Advisory
- Series 65
- Finance
- Securities
- FINRA
- Fixed Income
- Series 24
- Series 6
- Fixed Annuities
- 401k
- Uniform Combined State Law
- Wealth
- Relationship Management
- Wealth Management Services
- Capital Markets
- Options
- Bonds
- Bloomberg
- Life Insurance
- Trading
- Equity Trading
- High Net Worth Individuals
- Sales Management
- Leadership
- Strategic Planning
- Start Ups
Bob Abreu Summary
- Bob Abreu, based in New York, NY, US, is currently a Regional Investment Specialist at Catalyst Funds and Rational Funds at Catalyst Capital Advisors. Bob Abreu brings experience from previous roles at Arrow Investment Advisors, DirexionFunds, MetLife Financial Services and Morgan Stanley Investment Management. Bob Abreu holds a BBA Marketing in Marketing and Economics @ Pace University - Lubin School of Business. With a robust skill set that includes Sales, Consulting, Series 7, Alternative Investments, Wealth Management and more. Bob Abreu has 2 emails and 3 mobile phone numbers on RocketReach.
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