Robert Cruz Email & Phone Number
Client Advisor @ Ray Catena BMW of Westchester
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Robert Cruz Location
- New York, NY, US
Robert Cruz Work
- Client Advisor @ Ray Catena BMW of Westchester (September 2026 - Present)
- Client Advisor @ (November 2025 - August 2026)
- Senior Consultant, Investment and Wealth Management @ (May 2024 - July 2025)
- Consultant, Investment and Wealth Management @ (February 2022 - May 2024)
- Senior Consultant, Banking and Capital Markets @ (January 2020 - February 2022)
- Associate, Interest Rate Derivatives Trade Support @ (November 2017 - December 2019)
- Senior Analyst, Sales Assistant @ (May 2017 - November 2017)
- Analyst, Trade Support @ (October 2015 - May 2017)
- Analyst, Corporate Development Program, Asset Management @ (July 2013 - October 2015)
- Summer Analyst @ (June 2012 - August 2012)
Robert Cruz Education
- SUNY Oneonta
Bachelor of Science (B.S.) (Business Economics; Concentration in Finance)
2009-2013 - UNC Kenan-Flagler Business School
Certificate (Capital Markets)
2019
Robert Cruz Skills
- 529 Plans
- Asset Allocation
- Automotive Sales
- Bloomberg
- Business Analysis
- Business Process Mapping
- Capital Markets
- Client Presentation
- Client Relations
- Client Services
- Competitive Analysis
- Customer Service
- Financial Analysis
- Financial Markets
- Fixed Income
- Gap Analysis
- IBM Blueworks Live
- Interest Rate Derivatives
- Interest Rate Swaps
- Investment Management Industry
- Leadership
- Microsoft Excel
- Microsoft Office
- Middle Office Operations
- Mutual Funds
- Negotiation
- PowerPoint
- Project Management
- Research
- Sales
- Social Networking
- Stakeholder Management
- Student Development
- Student Housing
- Time Management
- Trading Systems
- Vendor Management
- Visio
- Event Planning
- Derivatives
- Microsoft Word
- Swaptions
- Teamwork
Robert Cruz Summary
- Robert Cruz, based in New York, NY, US, is currently a Client Advisor at Ray Catena BMW of Westchester. Robert Cruz brings experience from previous roles at BMW of Ridgefield, Deloitte Consulting and EY. Robert Cruz holds a 2009 - 2013 Bachelor of Science (B.S.) in Business Economics; Concentration in Finance @ SUNY Oneonta. With a robust skill set that includes 529 Plans, Asset Allocation, Automotive Sales, Bloomberg, Business Analysis and more. Robert Cruz has 2 emails and 2 mobile phone numbers on RocketReach.
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