Rob Geller Email & Phone Number
Private Wealth Advisor
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Rob Geller Location
- Chicago, IL, US
Rob Geller Work
- 2016 -now Private Wealth Advisor @ Private Financial Strategies Inc.
- 2009 -2023 Business Development Manager @ Accord Hospice and Apt Home Care
- 2011 -2013 Wealth Management Financial Advisor @
- 2004 -2011 Vice President, Investment and Operations Partner @
- 2010 -2010 Vice President of Sales @ Sentral Assemblies
- 2008 -2009 Vice President of Sales @
- 2005 -2008 Vice President Sales and Marketing @ Peerless Industries Inc.
- 1991 -2004 Senior Institutional Sales Representative @
- 1999 -2000 Portfolio Manager @
Rob Geller Education
- Northwestern University - Kellogg School of Management
Master of Business Administration ( MBA ) (Finance, Marketing, Entrepreneurship and New Business Development)
- Northwestern University
Bachelor of Arts ( BA ) (Economics)
- Northwestern University
Bachelor of Arts - BA (Economics)
Rob Geller Skills
- Business Planning
- Investments
- Strategic Financial Planning
- Strategic Planning
- Marketing Strategy
- Alternative Investments
- Sales Management
- New Business Development
- Wealth Management
- Portfolio Management
- Financial Analysis
- Executive Management
- Financial Advisory
- Market Research
- Marketing Management
- Direct Sales
- Investor Relations
- Change Management
- Financial Planning
- Business Management
- Account Management
- Budgeting
- Team Management
- Leadership Development
- Team Leadership
- Operations Management
- Organizational Development
- Marketing Communications
- Direct Marketing
- Organizational Leadership
- Organizational Effectiveness
- Organizational Structure
- Budget Management
- Profit & Loss Management
- Profit Maximization
- Profitability Improvement
- Executive Reporting
- Financial Markets
- Financial Modeling
- Investment Advisory
- Investment Strategies
- Program Management
- Business Process Improvement
- Process Optimization
- Business Analysis
- International Business
- Acquisition Analysis
- Acquisition Integration
- Talent Management
- Board Reporting
- Development
- Sales Strategy
- Professional Network
- Planning
- Sound
- Insurance
- Key Account Management
- Sales
- Finance
- Digital Marketing
- Institutional Sales
- Arthritis
- Hospital Sales
- Real Estate
- New Channels
- Investment Portfolios
- Key Performance Indicators
- Hedge Funds
- Investment Management
- Keys
- Leadership
- Business plan
- EBITDA
- Profit
- Neurology
- Strategy
- Branding
- Formulary
- FINRA
- Microsoft Excel
- Training
- Customer Service
- Diabetes
- Private Equity
- Teamwork
- Product Development
- Analytical Skills
- Project Management
- Reporting
- Ais
- Partnerships
- Campaigns
- Tactics
- Hospitals
- Property Management
- P&L
- Estate Planning
- Participation
- Strategic Business
- Consumer Electronics
- Business Development
- Communication
- Lead Generation
- Expansion Strategy
- Operations
- Competitive Advantage
- Profit and Loss Management
- Marketing
- Market Share
- Retail Sales
- Sales Process
- Distribution
- Restructuring
- Product Lines
- Tax
- Electronics
- Integrated Marketing
- Referrals
- Video
- Net Promoter Score
- Strategic Sales
- Solver
- Optimization
- Pinnacle
- Performance Management
- Social Media
- Team Building
- Consulting
- Financial Performance
- Market
- Channel
- Tdr
- Operational Improvement
- Adobe Contribute
- Overseeing
- Training and Development
- Community
- Wealth Management Services
- Selling
- Manages
- Infectious Diseases
- Fortune 500
- Consideration
- Sales Operations
- Advancement
- Translation
- Return on Investment
- Driving
- Executive Positions
- Lipids
- Business Administration
- Uniform Combined State Law
- Work Ethic
- On the Job Training
- Entrepreneurship
- Sales and Marketing
- Temporary Placement
- Product Management
- Global Investment
- Management
- Revenue
- Proven Leader
- Insurance Planning
- Resume
- CRM
- Hiring
- AV
- Business Education
- Pfizer
- Agility
- Accord
- Accounting
- Collaborative
- Execution
- Results Oriented
- Distribution Strategies
- Cardiovascular
- Customer Satisfaction
- Relationship Management
- Staff Management
- Key Metrics
- Healthcare
- Hospice
- Reports
- Organizational Restructuring
- Fortune 100
- Sold
- Financial Expertise
- Kellogg
- Sales Promotion
- Property
- Consultative Approach
- Wealth
- Company Operations
- Robust
- Operational Excellence
- Capital
- Chicago
- High Performance Computing
- Payroll
- Analysis
- Consultative Selling
- Focused Execution
- Erectile Dysfunction
- Economics
- Improving Efficiency
- Highland Park
- Web Design
- Business Expansion
- Home Care
- Negotiation
- New Clients
- Vast
- Lead A Team
- Business Operations
- Global Economy
- Cost Savings
- Institutions
- Sourced
- Organizational Culture
- Social Influence
- Perseverance
- Pipelines
- People Focused
- Project Planning
- Sales Plan
- Contractual Agreements
- Vendor Relationship Management
- Analytics
- Leadership Capabilities
- Accounts Receivable
- Responsibility
- Customer Experience
- Multi Disciplined
- Top Performer
- Art
- Purchasing
- Track Record Of Success
- Oracle Enterprise Manager
- Portfolio
- Russian
- Credentials
- Financial Services
- Rate
- Pharmaceutics
- Invoicing
- Versatile
- Budgets
- Central Nervous System
- Problem Solving
- Pharmaceutical Industry
- Directing
- Mergers and Acquisitions
- North American
- Series 7
- Employee Benefits
- Coordinated
Rob Geller Summary
- Rob Geller, based in Chicago, IL, US, is currently a Private Wealth Advisor at Private Financial Strategies Inc.. Rob Geller brings experience from previous roles at Accord Hospice and Apt Home Care, Morgan Stanley, TDR Capital and Sentral Assemblies. Rob Geller holds a Master of Business Administration ( MBA ) in Finance, Marketing, Entrepreneurship and New Business Development @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Business Planning, Investments, Strategic Financial Planning, Strategic Planning, Marketing Strategy and more. Rob Geller has 3 emails and 2 mobile phone numbers on RocketReach.
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