Rob Mounts Email & Phone Number
Executive Director, GWES Portfolio Management Solutions @ Fi-Tek
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Rob Mounts Location
- Fargo, ND, US
Rob Mounts Work
- Executive Director, GWES Portfolio Management Solutions @ (October 2022 - Present)
- Director, Portfolio Management Solutions @ (March 2019 - January 2023)
- Vice President and Senior Portfolio Manager @ Bremer Bank (June 2016 - December 2018)
- Vice President and Investments Team Leader @ Heartland Bank and Trust Company (December 2010 - June 2016)
- Vice President and Investment Officer @ Citizens First National Bank (December 2010 - November 2012)
- Associate Portfolio Manager @ (April 2007 - December 2010)
- Fraud and Risk Analyst @ (May 2005 - April 2007)
- Financial Associate @ (September 2003 - September 2004)
Rob Mounts Education
- North Dakota State University
MBA (Finance)
2005-2007 - Minnesota State Moorhead
B.S. (Finance)
1999-2003
Rob Mounts Skills
- Portfolio Optimization
- Equities
- Portfolio Management
- Investments
- Asset Allocation
- Investment Management
- Asset Management
- Training
- Finance
- Team Leadership
- Customer Service
- Leadership
- Wealth Management
- Management
- Mutual Funds
Rob Mounts Summary
- Rob Mounts, based in Fargo, ND, US, is currently a Executive Director, GWES Portfolio Management Solutions at Fi-Tek. Rob Mounts brings experience from previous roles at Fi-Tek, Bremer Bank, Heartland Bank and Trust Company and Citizens First National Bank. Rob Mounts holds a 2005 - 2007 MBA in Finance @ North Dakota State University. With a robust skill set that includes Portfolio Optimization, Equities, Portfolio Management, Investments, Asset Allocation and more. Rob Mounts has 2 emails and 1 mobile phone numbers on RocketReach.
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