Rob Defreitas Email
Leadership and Planned Giving Officer @ New Hampton School
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Rob Defreitas Location
- Scituate, MA, US
Rob Defreitas Work
- 2021 -now Leadership and Planned Giving Officer @
- 2020 -2021 Strategy Consultant @ Independent Contract Work
- 2018 -2019 Vice President | Client Development Officer and Senior Marketing Leader @
- 2012 -2017 Senior Investor Relations Officer @ Summit Partners, LLC and Alydar Capital, LLC
- 2010 -2012 Managing Director | New Business Developer and Client Service Leader @ Oechsle International Advisors, LLC
- 2006 -2008 Associate Partner and Vice President | Equity Portfolio Advisor @
- 2000 -2006 Associate Partner and Vice President | Client Marketing Manager @
- 1988 -2000 Vice President | Institutional Business Developer and Client Relationship Manager @
- 1988 -1994 Early Career: Several Progressive Roles @
Rob Defreitas Education
- Bowdoin College
- NYU Stern School of Business
- Pomfret School
Rob Defreitas Skills
- Investments
- Hedge Funds
- Asset Management
- Equities
- Investment Management
- Strategy
- Financial Services
- Capital Markets
- Relationship Management
- Investor Relations
- CRM
- Leadership
- Customer Relationship Management (CRM)
- Asset Retention
- Negotiating Fees
- New Business Generation
- Generating Revenue
- Presentation Skills
- Capital Raising
- Prospecting Skills
- post merger integration
- Post-merger Integration
- Teamwork
- Project Management
- Mentoring
- Cross Selling
- Strategic Thinking
- Accountability
- Client Development
- Fundraising
- Business Networking
- Client Services
- Management
- Negotiation
- Lead Generation
- Executive Management
- Facilitation
- Presentations
- Team Management
- Team Motivation
- Delegation
- Team Leadership
- Relationship Building
- Customer Success
- Customer Service Management
- Asset Managment
- Portfolio Management
- Investment Banking
- Wealth Management
- Social Media
- Services
- Customer Service
- Strategic Planning
- Equity
- Customer Relationship Management Crm
- Financial Analysis
- Customer Relationship Management
Rob Defreitas Summary
- Rob Defreitas, based in Scituate, MA, US, is currently a Leadership and Planned Giving Officer at New Hampton School. Rob Defreitas brings experience from previous roles at Independent Contract Work, GW & Wade, LLC, Summit Partners, LLC and Alydar Capital, LLC and Oechsle International Advisors, LLC. Rob Defreitas holds a Bowdoin College. With a robust skill set that includes Investments, Hedge Funds, Asset Management, Equities, Investment Management and more. Rob Defreitas has 2 emails on RocketReach.
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