If you need more lookups,
subscriptions start at $34 USD/month.
Rob Richardson Location
Missoula, MT, US
Rob Richardson Work
Chief Investment Officer @ (March 2023 - Present)
Director of Research @ (June 2019 - March 2023)
Principal Consultant @ (February 2018 - May 2019)
Senior Investment Analyst @ (January 2017 - January 2018)
Research Analyst @ (June 2015 - July 2016)
Equity Research Associate @ (March 2013 - May 2015)
Finance Analyst @ (June 2009 - March 2013)
Trading Service Rep @ Wells Fargo Investments (September 2006 - September 2008)
Intern @ Scottrade INC (December 2005 - September 2006)
Fire Team Leader @ United States Marine Corps Reserve (September 2004 - October 2005)
Rob Richardson Education
University of Denver - Daniels College of Business
Masters of Business Administration (Finance)
2010-2012
Brigham Young University Marriott School of Management
Bachelor of Science (Management; Finance Emphasis)
2006-2009
Rob Richardson Skills
Financial Analysis
Financial Modeling
Corporate Finance
Strategic Financial Planning
Valuation
Forecasting
Investments
Financial Reporting
Finance
Analysis
Accounting
Data Analysis
Financial Accounting
Microsoft Excel
Access
Managerial Finance
Budgets
Leadership
Project Management
Equities
Business Analysis
Risk Management
Business Process Improvement
Cost Accounting
Mergers & Acquisitions
Competitive Analysis
Auditing
Negotiation
Private Equity
Essbase
Business Development
Variance Analysis
Strategy
Business Strategy
Economics
Business Planning
Management
Analytical Skills
Investment Research
Asset Allocation
FP&A
Mergers and Acquisitions
Strategic Financial
Business Process
Rob Richardson Summary
Rob Richardson, based in Missoula, MT, US, is currently a Chief Investment Officer at SG Long Financial. Rob Richardson brings experience from previous roles at SG Long Financial, 1812 Advisors LLC, Intermountain Healthcare and The Broe Group. Rob Richardson holds a 2010 - 2012 Masters of Business Administration in Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial Planning, Valuation and more. Rob Richardson has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Rob Richardson?
Find contact details for 700 million professionals.