Sr. Financial Analyst @ (January 2018 - December 2021)
Financial Advisor and Data Analyst @ YouWorld (August 2016 - December 2017)
VP Portfolio Research and Development, Portfolio Manager @ Independence Wealth Advisors / Safe Harbor Partners (June 2011 - January 2016)
Graduate Teaching Assistant, Applied Business Statistics @ (August 2010 - January 2011)
Summer Intern - Financial and Operational Management @ (June 2010 - August 2010)
Financial Advisor @ (September 2004 - February 2009)
Robert Herget Education
Georgetown University McDonough School of Business
Master of Business Administration (MBA)
2009-2011
University of Illinois Urbana-Champaign
B.A. (Economics)
2000-2004
Robert Herget Skills
Asset Allocation
Asset Management
Corporate Finance
DCF Valuation
Data Analysis
Deal Structures
Due Diligence
ETFs
Equities
Finance
Financial Analysis
Financial Modeling
Financial Reporting
Fixed Income
IPS Development
Investment Research
Investments
MPI Stylus
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Performance Attribution
Performance Benchmarking
Portfolio Accounting Software
Portfolio Management
Python
Quantitative Analytics
R
Regression Analysis
Research
Risk Management
SQL
Statistics
Style Analysis
Valuation
Visual Basic
Logistic Regression
Business Analysis
Sales
Business Development
Public Speaking
Strategic Planning
PowerPoint
Analysis
Robert Herget Summary
Robert Herget, based in Los Angeles, CA, US, is currently a Manager, Financial Analysis at LTC Properties, Inc. (NYSE: LTC). Robert Herget brings experience from previous roles at LTC Properties, Inc. (NYSE: LTC), YouWorld, Independence Wealth Advisors / Safe Harbor Partners and Georgetown University. Robert Herget holds a 2009 - 2011 Master of Business Administration (MBA) @ Georgetown University McDonough School of Business. With a robust skill set that includes Asset Allocation, Asset Management, Corporate Finance, DCF Valuation, Data Analysis and more. Robert Herget has 1 emails and 1 mobile phone numbers on RocketReach.
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