Robert Engle Email & Phone Number
Principal Consultant — Advisor Transitions and Platform Strategy
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Robert Engle Location
- Milwaukee, WI, US
Robert Engle Work
- 2025 - now Principal Consultant — Advisor Transitions and Platform Strategy @ Forge Lane Partners LLC
- 2024 - 2025 Chief Revenue Officer @
- 2023 - 2024 Chief Revenue Officer (CRO) @
- 2020 - 2023 Executive Vice President Business Development @
- 2002 - 2019 Senior Vice President | National Sales Manager | Division Manager | Institutional Sales @
- 2002 - 2004 Regional Vice President @
- 1996 - 2000 Financial Service Consultant @
- 1994 - 1996 District Sales Representative @ Lutheran Brotherhood
Robert Engle Education
- Northwestern University - Kellogg School of Management
Big Data and Analytics Executive Training Program
2017 - Ottawa
Bachelor of Business Administration - BBA (Business Administration and Management, General)
1996 - 2001 - Marquette University
Master of Business Administration - MBA (International Finance)
- Fox Valley Technical College
Associate of Science - AS (Banking and Financial Support Services)
Robert Engle Skills
- Revenue Generation
- Revenue Management
- Business-to-Business (B2B)
- Customer Relationship Management (CRM)
- Sales & Marketing Leadership
- Business Development
- Sales Operations
- Go-to-market Strategy
- Sales Management
- Sales Force Development
- Strategy
- Marketing
- Performance Management
- Data Analysis
- Investments
- Financial Services
- Wealth Management
- Acquisition Integration
- Key Account Development
- Consultative Selling
- Series 63
- Mutual Funds
- Forecasting
- Budget Management
- Marketing Strategy
- Key Performance Indicators
- Sales Process
- Recruiting
- Project Finance
- Analytical Skills
- Strategic Planning
- Salesforce.com
- Relationship Building
- Cross-functional Team Leadership
- Team Building
- Team Management
- Coaching
- Leadership
- Critical Thinking
- Communication
- Top Line Growth
- Miller-Heiman Strategic Selling
- Sales Analysis
- Corporate Strategy Formulation
- Resource Allocation
- Turn Around Management
- Product Planning
- Sales Trainings
- Award Winner
- National Sales Training
- Series 7
- Organizational Change Agent
- Turnaround Experience
- Institutional Sales
Robert Engle Summary
- Robert Engle, based in Milwaukee, WI, US, is currently a Principal Consultant — Advisor Transitions and Platform Strategy at Forge Lane Partners LLC. Robert Engle brings experience from previous roles at Good Life Companies, Axtella, Grove Point Financial and LPL Financial. Robert Engle holds a Big Data and Analytics Executive Training Program @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Revenue Generation, Revenue Management, Business-to-Business (B2B), Customer Relationship Management (CRM), Sales & Marketing Leadership and more. Robert Engle has 2 emails and 1 mobile phone numbers on RocketReach.
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