Rob Sherman Email & Phone Number
Vice President - Equities Operations @ Condon & Co Wealth Advisors
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Rob Sherman Location
- Philadelphia, PA, US
Rob Sherman Work
- 2026 -now Vice President - Equities Operations @
- 2024 -2026 Relationship Manager @
- 2013 -2024 Broker and Dealer Operations Manager @ Hornor Townsend & Kent
- 2005 -2013 Operations Team Lead @ Hornor Townsend & Kent
- 2003 -2005 Head Cashier @ Hornor Townsend & Kent
- 1995 -2003 Operations Support @ Hornor Townsend & Kent
Rob Sherman Education
- Penn State University
Rob Sherman Skills
- Series 63
- Banking
- Anti Money Laundering
- Securities Regulation
- Insurance
- Security Operations
- Brokerage
- Investments
- Relationship Management
- Series 6
- Process Improvement
- Deposits
- Financial Services
- Mutual Funds
- AML
- FINRA
- Operations Management
- Risk Management
- Back Office
- Retail Banking
- Back Office Operations
- Securities
- Investment Management
Rob Sherman Summary
- Rob Sherman, based in Philadelphia, PA, US, is currently a Vice President - Equities Operations at Condon & Co Wealth Advisors. Rob Sherman brings experience from previous roles at Hornor, Townsend & Kent and Hornor Townsend & Kent. Rob Sherman holds a Penn State University. With a robust skill set that includes Series 63, Banking, Anti Money Laundering, Securities Regulation, Insurance and more. Rob Sherman has 1 mobile phone numbers on RocketReach.
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