Rob Richardson Email & Phone Number
Chief Investment Officer @ SG Long Financial
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Rob Richardson Location
- Missoula, MT, US
Rob Richardson Work
- 2023 -now Chief Investment Officer @
- 2019 -2023 Director of Research @
- 2018 -2019 Principal Consultant @
- 2017 -2018 Senior Investment Analyst @
- 2015 -2016 Research Analyst @
- 2013 -2015 Equity Research Associate @
- 2009 -2013 Finance Analyst @
- 2006 -2008 Trading Service Rep @ Wells Fargo Investments
- 2005 -2006 Intern @ Scottrade INC
- 2004 -2005 Fire Team Leader @ United States Marine Corps Reserve
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.
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Top SG Long Financial Employees
Rob Richardson
Chief Investment Officer
Missoula, MT, US
Susan Williams
Chief Executive Officer
Missoula, MT, US
Dave Peppenger
Financial Advisor
Montana, United States
Natalie Larson
Registered Client Associate | Financial Advisor
Missoula, MT, US
Kelly Brunger
Financial Advisor
Missoula, MT, US
Shaizad Khan
Research Assistant Intern
United States
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