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Robert Held Location
Chicago, IL, US
Robert Held Work
Partner @ (January 2026 - Present)
US Insurance Brokerage Strategy Lead @ (January 2025 - January 2026)
Consultant to Senior Manager @ (January 2019 - January 2025)
Finance Director @ (January 2014 - January 2019)
Leadership Development Program @ (January 2011 - January 2013)
Robert Held Education
Northwestern University - Kellogg School of Management
Master of Business Administration - MBA
University of Illinois Chicago
Bachelor of Science (Finance)
Peking University
Robert Held Skills
Alteryx
Budgeting
Business Case Development
Business Growth Strategies
Business Process Re-engineering
Business Transformation
Change Management
Commercial Insurance
Corporate FP&A
Corporate Finance
Corporate Strategy
Cost Planning
Cost Reporting
Dashboards
Data Analysis
Digital Transformation
Expense Allocation
Expense Management
Finance
Financial Analysis
Financial Forecasting
Financial Modeling
Financial Planning
Financial Planning and Analysis (FP&A)
Financial Reporting
Financial Services
Forecasting
Goal Setting
Insurance
Insurance Brokerage
KPI Reporting
Key Metrics
Leadership
Management
Managerial Finance
Mergers & Acquisitions (M&A)
Microsoft Office
Operating Models
Organizational Design
Organizational Effectiveness
Planning Budgeting & Forecasting
Project Management
Property and Casualty Insurance
Reporting & Analysis
Strategic Consulting
Strategic Financial Management
Strategic Planning
Strategic finance
Strategy
Tableau
Value Realization
Robert Held Summary
Robert Held, based in Chicago, IL, US, is currently a Partner at Oliver Wyman. Robert Held brings experience from previous roles at Accenture, CNA Insurance and Navistar Inc. Robert Held holds a Master of Business Administration - MBA @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Alteryx, Budgeting, Business Case Development, Business Growth Strategies, Business Process Re-engineering and more. Robert Held has 2 emails and 1 mobile phone numbers on RocketReach.
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