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Robert Chalk Location
New York, NY, US
Robert Chalk Work
Associate, Client Service Specialist @ (April 2026 - Present)
Junior Associate, Client Service @ (September 2024 - April 2026)
Wealth Management Client Service Associate @ (June 2022 - August 2024)
President @ Delaware Men’s Volleyball (May 2020 - June 2022)
Mobile Application Developer @ (January 2022 - May 2022)
Financial Planning and Analysis Mentorship Program @ (January 2022 - May 2022)
JV Girls Volleyball Coach @ (August 2020 - October 2021)
Technical Sales Representative @ Leap of Faith Security (July 2021 - August 2021)
Information Technology Engineer @ Leap of Faith Security (December 2020 - August 2021)
Fitness Moniter @ (April 2019 - March 2020)
Guest Services Associate @ Island 16 Cinema (June 2017 - November 2017)
Ticket Seller @ Island 16 Cinema (November 2016 - August 2017)
Robert Chalk Education
Alfred Lerner College of Business & Economics at University of Delaware
Bachelor's degree (Financial Planning and Wealth Management)
2018-2022
Sachem High School East 2014-2018
Robert Chalk Skills
63 Licenses
Apparel
Athletics
Business Strategy
Case Studies
Client Relations
Communication
Customer Engagement
Customer Satisfaction
Customer Service
Customer Support
Data Analysis
Data Analytics
Data Visualization
ETFs
FINRA
Financial Analysis
Financial Modeling
Fitness Instruction
Flawless Execution
Google Cloud Platform (GCP)
Interpersonal Communication
Interpersonal Skills
Investment Management
Italian Translation
Leadership
Marketing
Microsoft Access
Microsoft Excel
Microsoft Office
Microsoft Outlook
Microsoft Power BI
Microsoft PowerPoint
Microsoft Word
Mutual Funds
MySQL
Negotiation
Private Banking
Private Equity
Public Speaking
Python (Programming Language)
R (Programming Language)
Relationship Development
Research and Development (R&D)
SQL
Sales
Social Media
Strategy
Team Building
Team Leadership
Teamwork
Time Management
Training
Robert Chalk Summary
Robert Chalk, based in New York, NY, US, is currently a Associate, Client Service Specialist at Baron Capital. Robert Chalk brings experience from previous roles at Baron Capital, J.P. Morgan Private Bank, Delaware Men’s Volleyball and InsiteHub. Robert Chalk holds a 2018 - 2022 Bachelor's degree in Financial Planning and Wealth Management @ Alfred Lerner College of Business & Economics at University of Delaware. With a robust skill set that includes 63 Licenses, Apparel, Athletics, Business Strategy, Case Studies and more. Robert Chalk has 1 emails and 1 mobile phone numbers on RocketReach.
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