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
- Business Development @ (September 2024 - Present)
- Regional Consultant @ (April 2023 - September 2024)
- Regional Director @ (April 2023 - March 2024)
- Advisor Consultant @ (January 2020 - April 2023)
- Managing Partner @ (January 2015 - December 2019)
- VP, Gulf Region Sales Director @ (April 2005 - May 2014)
- AVP, Southeastern Region Hybrid Wholesaler @ (April 2009 - April 2010)
- AVP, Southeast and Atlantic Coast Internal Wholesaler @ (April 2005 - April 2009)
- Internal Sales @ (January 2004 - April 2005)
- Junior Associate @ (July 2003 - January 2004)
Rob Cassata Education
- Whitman School of Management at Syracuse University
Bachelor of Science (BS) (Concentration in Finance)
1999-2003 - State University of New York 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 Bachelor of Science (BS) in Concentration in Finance @ Whitman School of Management at Syracuse University. 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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