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Rob Cleary Location
Charlotte, NC, US
Rob Cleary Work
Regional Director - Institutional Sales @ (November 2018 - Present)
Director, Institutional Sales and Consultant Relations @ (March 2014 - November 2018)
Director, Portfolio Specialist and Client Service Executive @ (March 2005 - March 2014)
Financial Advisor @ (January 1993 - January 1997)
FX Trader and Senior Analyst @ (September 2002 - March 2005)
Regional Executive @ Trust Fund Advisors (TFA) (March 1997 - March 2000)
Rob Cleary Education
Emory University - Goizueta Business School
MBA (Finance and Capital Markets)
2000-2002
University of Richmond
BS BA (Finance)
Georgetown Preparatory School
Rob Cleary Skills
Asset Management
Asset Managment
Fixed Income
Portfolio Management
Investment Management
FX Options
Equities
Alternative Investments
Hedge Funds
Investments
Mutual Funds
Series 7
Asset Allocation
Bloomberg
Capital Markets
Series 63
Investment Strategies
Investment Advisory
Bonds
Securities
Financial Risk
Leadership
Business Analysis
Strategy
Project Management
Rob Cleary Summary
Rob Cleary, based in Charlotte, NC, US, is currently a Regional Director - Institutional Sales at Dimensional Fund Advisors. Rob Cleary brings experience from previous roles at Legg Mason, Morgan Stanley and The Coca-Cola Company. Rob Cleary holds a 2000 - 2002 MBA in Finance and Capital Markets @ Emory University - Goizueta Business School. With a robust skill set that includes Asset Management, Asset Managment, Fixed Income, Portfolio Management, Investment Management and more. Rob Cleary has 1 emails and 1 mobile phone numbers on RocketReach.
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