Manager @ CCH, LLC (February 2023 - December 2023)
Portfolio Management Associate @ (January 2020 - January 2023)
Portfolio Management Analyst @ (January 2018 - December 2019)
Finance and Investments Intern @ The University of Georgia Foundation (August 2017 - December 2017)
Financial Planning and Analysis Intern @ (May 2016 - August 2016)
Valet Branch Manager @ (June 2013 - December 2015)
Manager @ (May 2007 - August 2010)
Robert Bilbao Education
University of Georgia - Terry College of Business
Bachelor’s Degree (Finance)
2015-2017
City College of San Francisco
Business Administration
2013-2015
Robert Bilbao Skills
Access
Administrative Organization
Client Relations
Commercial Real Estate Analysis
Consulting
Corporate Finance
Customer Service
Data Analysis
Database Administration
Entrepreneurship
Event Planning
Financial Modeling
Financial Planning
Fund Management
Investment Management
Leadership
Management
Managerial Finance
Marketing
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Negotiation
Portfolio Management
PowerPoint
Project Management
Public Speaking
Real Estate
Research
Social Media
Team Management
investment operations
Sales
Team Building
Robert Bilbao Summary
Robert Bilbao, based in San Francisco, CA, US, is currently a Associate Portfolio Manager at TDA Investment Group. Robert Bilbao brings experience from previous roles at TDA Investment Group, Shorestown Partners LLC, CCH, LLC and Hall Capital Partners LLC. Robert Bilbao holds a 2015 - 2017 Bachelor’s Degree in Finance @ University of Georgia - Terry College of Business. With a robust skill set that includes Access, Administrative Organization, Client Relations, Commercial Real Estate Analysis, Consulting and more. Robert Bilbao has 3 emails and 1 mobile phone numbers on RocketReach.
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