Rob Cleary Email & Phone Number
Regional Director - Institutional Sales @ Dimensional Fund Advisors
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Rob Cleary Location
- Charlotte, NC, US
Rob Cleary Work
- 2018 -now Regional Director - Institutional Sales @
- 2014 -2018 Director, Institutional Sales and Consultant Relations @
- 2005 -2014 Director, Portfolio Specialist and Client Service Executive @
- 2002 -2005 FX Trader and Senior Analyst @
- 1997 -2000 Regional Executive @ Trust Fund Advisors (TFA)
- 1993 -1997 Financial Advisor @
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, The Coca-Cola Company and Trust Fund Advisors (TFA). 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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