Rob Guldner Email & Phone Number
Chief Compliance Officer @ Steward Partners Global Advisory
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Rob Guldner Location
- New York, NY, US
Rob Guldner Work
- 2023 -now Chief Compliance Officer @
- 2021 -2023 Head Of Compliance @
- 2014 -2021 Chief Compliance Officer, Investment Advisory @ Osaic
- 2008 -2014 Vice President, Advisory Services @ Osaic
- 2006 -2008 Sr. Manager, Advisory Services @
- 2005 -2006 AVP, Investment Advisory Services @ Osaic
- 2002 -2005 AVP, Investment Advisory Services - Team Leader @ Osaic
Rob Guldner Education
- Georgetown University
Certified Regulatory and Compliance Professional (CRCP)®
2019 - Marist University
B.S. (Finance)
Rob Guldner Skills
- Wealth Management
- Leadership
- Econometric Modeling
- Strategy
- Strategic Partnerships
- Program Management
- Investments
- Trading
- Venture Capital
- Cross-functional Team Leadership
- Business Analysis
- CRM
- Investment Advisory
- Analysis
- Mutual Funds
- Alternative Investments
- Fixed Income
- Business Strategy
- Risk Management
- Marketing
- Management
- Portfolio Management
- Financial Services
- Finance
- Due Diligence
- Project Management
- Financial Advisory
- SDLC
- Recruiting
- Cross Functional Team
- Cross Functional Team Leadership
- Financial Analysis
Rob Guldner Summary
- Rob Guldner, based in New York, NY, US, is currently a Chief Compliance Officer at Steward Partners Global Advisory. Rob Guldner brings experience from previous roles at Atria Wealth Solutions, Osaic and E*TRADE Financial. Rob Guldner holds a Certified Regulatory and Compliance Professional (CRCP)® @ Georgetown University. With a robust skill set that includes Wealth Management, Leadership, Econometric Modeling, Strategy, Strategic Partnerships and more. Rob Guldner has 3 emails and 3 mobile phone numbers on RocketReach.
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