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Robert Burchetta Location
Washington, DC, US
Robert Burchetta Work
Managing Director of Business Development at Stratos Private Wealth @ (July 2026 - Present)
Director of Business Development - National Large Accounts @ (November 2023 - July 2026)
Consulting Group Analyst @ (January 2021 - November 2023)
Financial Advisor @ (June 2020 - January 2021)
Vice President and Private Banker @ (November 2015 - December 2019)
Vice President @ (July 2015 - November 2015)
Managing Director @ (July 2015 - November 2015)
CEO and Founder @ NiceFrog, Inc. (September 2013 - June 2015)
Senior Vice President @ (November 2013 - June 2014)
Relationship Manager @ (November 2011 - August 2013)
Associate @ (November 2009 - October 2011)
Associate, Treasury Partners @ (May 2009 - November 2009)
Direct Wholesaler @ AXA Distributors (September 2008 - April 2009)
Internal Wholesaler @ AXA Distributors (November 2006 - August 2008)
Sales and Marketing Intern, Def Jam Records @ (May 2004 - August 2004)
Publicity Intern, Island and Def Jam Records @ (May 2003 - August 2003)
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 Bachelor of Arts - BA in Media & Society, Philosophy, Spanish @ 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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