Rob Tappero Email & Phone Number
Chief Revenue Officer @ iConnections
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Rob Tappero Location
- New York, NY, US
Rob Tappero Work
- 2024 -now Chief Revenue Officer @
- 2020 -2024 Managing Director, Global Sales at iConnections @
- 2017 -2020 Director of Sales @
- 2014 -2017 Private Wealth Advisor @
- 2009 -2014 Investment Analyst @
Rob Tappero Education
- CFA Institute
Chartered Financial Analyst®
2017-2019 - Financial Planning Association
CFP® - Certified Financial Planner
2015-2017 - Deakin University
Bachelor of Commerce (B.Com.) (Finance and Financial Management Services & Accounting)
2005-2008
Rob Tappero Skills
- Financial Analysis
- Microsoft Excel
- Wealth Management
- Financial Advisory
- Financial Planning
- Research
- Retirement Planning
- Estate Planning
- PowerPoint
- Financial Services
- Finance
- Business Relationship Management
- Insurance
- Investment Advisory
- Microsoft Word
- Investment Portfolios
- Asset Allocation
- Portfolio Management
- Financial Statement Analysis
- Asset Management
- Investment Strategies
- Microsoft PowerPoint
- DCF Valuation
- Pensions
- Management
- Social Media
- Wealth
- Investments
- Microsoft Office
- Business Development
- Investor Relations
- Hedge Funds
Rob Tappero Summary
- Rob Tappero, based in New York, NY, US, is currently a Chief Revenue Officer at iConnections. Rob Tappero brings experience from previous roles at iConnections, Context Summits, Shadforth Financial Group Ltd and Lachlan Partners. Rob Tappero holds a 2017 - 2019 Chartered Financial Analyst® @ CFA Institute. With a robust skill set that includes Financial Analysis, Microsoft Excel, Wealth Management, Financial Advisory, Financial Planning and more. Rob Tappero has 2 emails and 1 mobile phone numbers on RocketReach.
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