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Robert Burchetta Location
Washington, DC, US
Robert Burchetta Work
2026 -now Managing Director of Business Development at Stratos Private Wealth @
2023 -2026 Director of Business Development - National Large Accounts @
2021 -2023 Consulting Group Analyst @
2020 -2021 Financial Advisor @
2015 -2019 Vice President and Private Banker @
2015 -2015 Vice President @
2015 -2015 Managing Director @
2013 -2015 CEO and Founder @ NiceFrog, Inc.
2013 -2014 Senior Vice President @
2011 -2013 Relationship Manager @
2009 -2011 Associate @
2009 -2009 Associate, Treasury Partners @
2008 -2009 Direct Wholesaler @ AXA Distributors
2006 -2008 Internal Wholesaler @ AXA Distributors
2004 -2004 Sales and Marketing Intern, Def Jam Records @
2003 -2003 Publicity Intern, Island and Def Jam Records @
Robert Burchetta Education
Hobart and William Smith Colleges
(Bachelor of Arts - BA, Media & Society, Philosophy, Spanish)
Robert Burchetta Skills
Microsoft Office
Customer Relations
Excel
Funding
Investment Management
Cold Calling
Strategic Prospecting
Retirement
Insurance
Securities
Banking
Wealth Management
Risk Management
Credit
Business Strategy
Series 7
Asset Management
Financial Services
Microsoft Excel
Customer Service
Forecasting
Financial Analysis
Microsoft Word
CRM
Agile Methodologies
Quality Assurance
Java
SQLite
Testing
Hp Quicktest Professional Qtp
Team Foundation Server Tfs
SQL
C#
Selenium WebDriver
Software Development Life Cycle Sdlc
Robert Burchetta Summary
Robert Burchetta, based in Washington, DC, US, is currently a Managing Director of Business Development at Stratos Private Wealth at Stratos Private Wealth. Robert Burchetta brings experience from previous roles at SEI, Morgan Stanley and Merrill Lynch. Robert Burchetta holds a Hobart and William Smith Colleges. With a robust skill set that includes Microsoft Office, Customer Relations, Excel, Funding, Investment Management and more. Robert Burchetta has 1 emails and 3 mobile phone numbers on RocketReach.
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