Rob McDougall Email & Phone Number
Managing Director @ Zhang Financial
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Rob McDougall Location
- Portage, MI, US
Rob McDougall Work
- 2026 -now Managing Director @
- 2018 -now Senior Vice President @
- 2016 -2018 Personal Portfolio Management @ Trenchant Partners
- 2011 -2016 Senior Vice President, Portfolio Manager @
- 2004 -2011 Director, Co-Manager @
- 1998 -2004 Vice President, Senior Equity Analyst @ M&I Investment Management Corporation
- 1994 -1998 Vice President, Corporate Finance- Commercial Lending @ M&I Investment Management Corporation
Rob McDougall Education
- university of Chicago
MBA (finance, accounting)
1992-1995 - University of Chicago
Master of Business Administration
1992-1994 - university of Michigan
BBA (finance, accounting)
1984-1988
Rob McDougall Skills
- Portfolio Management
- Microsoft Office
- Management
- Project Management
- PowerPoint
- Investments
- Microsoft Excel
- Alternative Investments
- Leadership
- Banking
- Large Cap
- Corporate Finance
- Valuation
- Sales
- Financial Modeling
- Capital Markets
- Bloomberg
- Competitive Analysis
- Team Leadership
- FactSet
- Finance
- Strategy
- Asset Managment
- Equities
- Mutual Funds
- Equity Research
- Bloomberg Terminal
- Small Cap
- Asset Management
- Marketing
- Financial Analysis
- Private Equity
- Investment Banking
- Credit Analysis
- Trading
- Securities
- Hedge Funds
- Investment Management
- Credit Derivatives
Rob McDougall Summary
- Rob McDougall, based in Portage, MI, US, is currently a Managing Director at Zhang Financial. Rob McDougall brings experience from previous roles at Zhang Financial, Trenchant Partners, Nuveen and US Bank. Rob McDougall holds a 1992 - 1995 MBA in finance, accounting @ university of Chicago. With a robust skill set that includes Portfolio Management, Microsoft Office, Management, Project Management, PowerPoint and more. Rob McDougall has 7 emails and 3 mobile phone numbers on RocketReach.
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Rob McDougall
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Top Zhang Financial Employees
Eric Bird
Senior Vice President - Tax and Client Services
Portage, MI, US
Christopher Reiff
Chief Compliance Officer
Kalamazoo, MI, US
Mitchell Zhang
Vice President - Investment Strategy
New York, NY, US
Ricky Zheng
Vice President - Investment Strategy
New York, NY, US
Rob McDougall
Managing Director
Portage, MI, US
Tyler Soares
Senior Manager, Investment Strategy
Detroit, MI, US
Kolby Smith
Managing Director
Portage, MI, US
Heather McAnaw
Vice President Tax and Client Services
Kalamazoo, MI, US
Lynn Chen-Zhang
CEO
Portage, MI, US
Susan Flynn
Senior Tax Manager
Lansing, MI, US
Raymond Zhu
Vice President, Investment Strategy and Client Services
Ann Arbor, MI, US
Evelyn Lim
Tax Manager
Portage, MI, US
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