If you need more lookups,
subscriptions start at $34 USD/month.
Rob Defreitas Location
Scituate, MA, US
Rob Defreitas Work
Leadership and Planned Giving Officer @ (July 2021 - Present)
Strategy Consultant @ Independent Contract Work (January 2020 - July 2021)
Vice President | Client Development Officer and Senior Marketing Leader @ (January 2018 - January 2019)
Senior Investor Relations Officer @ Summit Partners, LLC and Alydar Capital, LLC (January 2012 - January 2017)
Managing Director | New Business Developer and Client Service Leader @ Oechsle International Advisors, LLC (January 2010 - January 2012)
Associate Partner and Vice President | Equity Portfolio Advisor @ (January 2006 - January 2008)
Associate Partner and Vice President | Client Marketing Manager @ (January 2000 - January 2006)
Vice President | Institutional Business Developer and Client Relationship Manager @ (January 1988 - January 2000)
Early Career: Several Progressive Roles @ (January 1988 - January 1994)
Rob Defreitas Education
Bowdoin College
BA (Liberal Arts)
NYU Stern School of Business
(MBA, Finance & Marketing)
Pomfret School
High School Diploma
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 BA in Liberal Arts @ 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.
Looking for a different Rob Defreitas?
Find contact details for 700 million professionals.