Rob McMillan Email & Phone Number
President and Managing Director, Florida @ Wheless Partners
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Rob McMillan Location
- West Palm Beach, FL, US
Rob McMillan Work
- 2010 -now President and Managing Director, Florida @
- 2007 -2010 Senior Vice President @
- 1999 -2007 First Vice President and Wealth Management Advisor~ The McMillan Group @
- 1993 -1999 Senior Vice President-Great Lakes Region~Institutional Securities Group @
- 1988 -1993 Vice President~Private Client and Institutional Sales @
Rob McMillan Education
- University of Pennsylvania - The Wharton School
Aresty Institute School of Executive Education (Wharton Executive Leadership Program)
1992-1993 - The Ohio State University - The Max M. Fisher College of Business
Bachelor's degree (Business, Management, Marketing, and The School of Journalism)
1976-1980
Rob McMillan Skills
- Sales Management
- Budgets
- Strategic Planning
- Account Management
- Marketing Strategy
- Public Relations
- Business Development
- Finance
- New Business Development
- Private Equity
- Investment Banking
- Financial Services
- General Management & Strategy
- High Net Worth Individuals
- Relationship Management
- Wealth Management Services
- Yachting
- client stewardship
- Client Development
- Consulting
- Research
- Public Speaking
- Manage Client Relationships
- Property & Casualty Insurance
- Private Clients
- Venture Capital
- Investments
- Bloomberg
- Fixed Income
- Portfolio Performance Analysis
- Strategy
- Marketing
- Executive Management
- Start-ups
- International Business
- Mergers & Acquisitions
- Strategic Partnerships
- Portfolio Management
- Asset Management
- Sales
- Training
- Analysis
- Networking
- Leadership Development
- Financial Analysis
- Due Diligence
- CRM
- Management
- Banking
- Leadership
- High Net Worth
- General Management
- Manage Client
- Start Ups
- General Management And Strategy
- Wealth Management
- Microsoft Office
- Portfolio Performance
- Property And Casualty Insurance
- Property And Casualty
- Security
- Mergers and Acquisitions
Rob McMillan Summary
- Rob McMillan, based in West Palm Beach, FL, US, is currently a President and Managing Director, Florida at Wheless Partners. Rob McMillan brings experience from previous roles at Wells Fargo, Merrill Lynch Institutional Securities, Morgan Stanley & Company and Paine Webber. Rob McMillan holds a 1992 - 1993 Aresty Institute School of Executive Education in Wharton Executive Leadership Program @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Sales Management, Budgets, Strategic Planning, Account Management, Marketing Strategy and more. Rob McMillan has 2 emails on RocketReach.
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