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Robert Cruz Location
New York, NY, US
Robert Cruz Work
2025 -now Client Advisor @
2024 -2025 Senior Consultant, Investment and Wealth Management @
2022 -2024 Consultant, Investment and Wealth Management @
2020 -2022 Senior Consultant, Banking and Capital Markets @
2017 -2019 Associate, Interest Rate Derivatives Trade Support @
2017 -2017 Senior Analyst, Sales Assistant @
2015 -2017 Analyst, Trade Support @
2013 -2015 Analyst, Corporate Development Program, Asset Management @
2012 -2012 Summer Analyst @
Robert Cruz Education
UNC Kenan-Flagler Business School 2019
State University of New York College at Oneonta
Bachelor of Science (B.S.) (Business Economics; Concentration in Finance)
2009-2013
Robert Cruz Skills
Leadership
PowerPoint
Fixed Income
Interest Rate Swaps
Event Planning
Derivatives
Client Services
Student Housing
Competitive Analysis
Visio
Asset Allocation
Interest Rate Derivatives
Mutual Funds
Facebook
Microsoft Office
Microsoft Word
Microsoft Excel
Social Networking
Time Management
Customer Service
Financial Analysis
Swaptions
Teamwork
Student Development
Project Management
Research
529 Plans
Capital Markets
Robert Cruz Summary
Robert Cruz, based in New York, NY, US, is currently a Client Advisor at BMW of Ridgefield. Robert Cruz brings experience from previous roles at Deloitte Consulting, EY and Société Générale. Robert Cruz holds a UNC Kenan-Flagler Business School. With a robust skill set that includes Leadership, PowerPoint, Fixed Income, Interest Rate Swaps, Event Planning and more. Robert Cruz has 2 emails and 2 mobile phone numbers on RocketReach.
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