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 at Oswego 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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