Rob Cassata Email & Phone Number
Business Development @ DSM CAPITAL PARTNERS LLC
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Rob Cassata Location
- Palm Beach Gardens, FL, US
Rob Cassata Work
- 2024 -now Business Development @
- 2023 -2024 Regional Consultant @
- 2023 -2024 Regional Director @
- 2020 -2023 Advisor Consultant @
- 2015 -2019 Managing Partner @
- 2005 -2014 VP, Gulf Region Sales Director @
- 2009 -2010 AVP, Southeastern Region Hybrid Wholesaler @
- 2005 -2009 AVP, Southeast and Atlantic Coast Internal Wholesaler @
- 2004 -2005 Internal Sales @
- 2003 -2004 Junior Associate @
Rob Cassata Education
- Syracuse University - Martin J. Whitman School of Management 1999-2003
- State University of New York College at Oswego
(Graphic Design, Liberal Arts)
1997-1999
Rob Cassata Skills
- Hedge Funds
- Series 7
- Private Equity
- Series 63
- Fixed Income
- Asset Management
- Equities
- Alternative Investments
- Mutual Funds
- Separately Managed Accounts
- Portfolio Management
- Asset Allocation
- Investments
- Sales
- Wealth Management
- Securities
- Management
- Separately Managed
Rob Cassata Summary
- Rob Cassata, based in Palm Beach Gardens, FL, US, is currently a Business Development at DSM CAPITAL PARTNERS LLC. Rob Cassata brings experience from previous roles at UX Wealth, Maverick Fund Solutions, Fin.Link and Centerstone Investors. Rob Cassata holds a 1999 - 2003 Syracuse University - Martin J. Whitman School of Management. With a robust skill set that includes Hedge Funds, Series 7, Private Equity, Series 63, Fixed Income and more. Rob Cassata has 1 emails and 1 mobile phone numbers on RocketReach.
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Top DSM CAPITAL PARTNERS LLC Employees
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Palm Beach Gardens, FL, US
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Shirley Anderson
Portfolio Manager and Analyst
Palm Beach Gardens, FL, US
Hannah Chiang
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Christine Ardito
Marketing Specialist
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Meredith Meyer
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Justin Burk
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Pleasantville, NY, US
Blair Barton
Senior Counsel
Palm Beach Gardens, FL, US
Ken Yang
Deputy Chief Investment Officer
New York, NY, US
Patricia Bonadio
Client Relations and Business Manager
Palm Beach Gardens, FL, US
Steve Bohn
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United States
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