VP and Portfolio Manager @ Westwood Management (March 2005 - June 2010)
Portfolio Manager @ (October 2003 - November 2004)
Managing Director @ David L. Babson & Co (September 2000 - April 2002)
Micro Cap Portfolio Manager @ (January 1997 - January 2000)
Client Portfolio Manager @ STI Capital Management (May 1992 - July 1997)
Philip Robert Education
Rollins College - Crummer Graduate School of Business
Master of Business Administration (MBA) (Finance)
1991-1993
UC San Diego
B.A (ECONOMICS)
Philip Robert Skills
Usa
Positioning
Financial Advisory
Series 63
Distribution
International
Consulting
Market
Gears
Opinion Pieces
Pensions
Equity Valuation
Prospects
Human Resources
Google Groups
Executive Management
Portfolio Strategist
Portfolio
Fundamental Analysis
Valuation
Community
Sell Side
Portfolio Management
Financial Modeling
Consideration
Capital Markets
Investments
Relationship Management
Communication
Bloomberg
Business Development
Competitive Analysis
Finance
Articulating
Investor Relations
Institutional Investments
Investment Advisory
Asset Allocation
Asset Managment
Equities
Wealth Management
Aol
Executive Positions
Investment Communications
Equation
Devoted
Equity Research
Business Planning
Relationship Building
Road
Investment Strategies
Financial Statement Analysis
Strategic Financial Planning
Bloomberg Terminal
Marketing
Natural Resources
Sma Portfolio Management
Asset Management
Risk Management
One on One
Characteristics
Stock Picking
Attribution
Securities
Commentaries
Real Estate Transactions
Conferences
Management
Client Portfolio Management
Investment Portfolio Manager
Due Diligence
Research
Trading
Articulating Investment Capability
Short
Resume
Public Pension Fund Sales
Presentations
Conference Presentations
Mutual Funds
Financial Markets
Investment Management
Dealing
Philip Robert Summary
Philip Robert, based in United States, is currently a Founder and Chief Encouragement Officer at The Burning Limb Foundation. Philip Robert brings experience from previous roles at Fidelity Investments, Four Corners Investment Consulting, Westwood Management and 1st Source Bank. Philip Robert holds a 1991 - 1993 Master of Business Administration (MBA) in Finance @ Rollins College - Crummer Graduate School of Business. With a robust skill set that includes Usa, Positioning, Financial Advisory, Series 63, Distribution and more. Philip Robert has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Philip Robert?
Find contact details for 700 million professionals.