Rob Gilbert Email & Phone Number
Senior Vice President - Strategic Accounts @ Morningstar
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Rob Gilbert Location
- New York, NY, US
Rob Gilbert Work
- 2020 - now Senior Vice President - Strategic Accounts @
- 2017 - 2020 Sales Executive, Wealth and Asset Management @
- 2015 - 2017 Senior Consultant, Excel Modeling @
- 2011 - 2013 Investment Operations Specialist @
- 2008 - 2011 SMA Trading Specialist @
Rob Gilbert Education
- IE Business School
MBA
2013 - 2014 - Penn State University
BSc (Accounting)
2004 - 2008
Rob Gilbert Skills
- Finance
- Sales
- Business Strategy
- Financial Modeling
- Investments
- Equities
- Financial Analysis
- Mutual Funds
- Business Analysis
- Project Management
- Account Reconciliation
- Fixed Income
- Asset Management
- Portfolio Management
- Corporate Finance
- Strategy
- Strategic Planning
- Valuation
- Process Improvement
- Accounting
- Operations Management
- Investment Management
- Financial Reporting
- Derivatives
- Capital Markets
- Financial Services
- Sales & Marketing
- Marketing
- Trading
- Banking
- Entrepreneurship
- Consulting
- Business Development
- Microsoft Excel
- Bloomberg
- Microsoft Office
- PowerPoint
- Outlook
- Word
- Excel
- Salesforce.com
- Visual Basic
- Access
- Microsoft Word
- VBA
- Management
- Customer Service
- Separately Managed Accounts
- APL
- Mathematics
- Level 1
- Expenses
- Net
- Language Development
- Covenant Compliance
- Structure
- Honor
- Sei
- Executive Positions
- Operational Efficiency
- Bloomberg Terminal
- Sales and Marketing
- Catalogs
- Legal
- Revenue
- Design
- Financial Statements
- Key Performance Indicators
- Statistics
- Working Capital Management
- CRM
- Spanish
- Coordinated
- Build Strong
- Pennsylvania
- Financial Forecasting
- Fiserv
- International Real Estate
- Profit
- Philadelphia
- Forecasting
- Caia
- System
- English
- BSC
- Institutional Investments
- Asset Allocation
- Trading Desk
- Location Based Services
- Budgeting
- Bank Deposits
- Infrastructure Upgrades
- Progression
- Private Equity
- Portfolio Managers
- Research
- Revenue Forecasting
- Reporting
- Janus
- Stakeholders
- Capital
- Analysis
- London
- Gamma
- Blocks
- SAP
- Debt
- Withdrawals
- Madrid
- Operations
- Microsoft Access
- Financial Statement Analysis
- Sma
- Overhaul
- SQL
- Software Lifecycle
- Dashboard
- Separately Managed
- Data Migration
- Spain
- Chartered Financial Analyst
- Six Sigma
- Internet Explorer
- Level 2
- Portfolio
- Interfaces
- Microsoft Exchange
- Data Analytics
- EOD
- FactSet
- Margin Improvement
- Compliance
- Business Objects
- Investment Strategies
- Cash
- Budgets
- Conceptual Modeling
- Mergers and Acquisitions
- Securities
Rob Gilbert Summary
- Rob Gilbert, based in New York, NY, US, is currently a Senior Vice President - Strategic Accounts at Morningstar. Rob Gilbert brings experience from previous roles at Thomson Reuters, Intech Investment Management LLC and SEI. Rob Gilbert holds a 2013 - 2014 MBA @ IE Business School. With a robust skill set that includes Finance, Sales, Business Strategy, Financial Modeling, Investments and more. Rob Gilbert has 3 emails and 2 mobile phone numbers on RocketReach.
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