Robert Kowalewski Email & Phone Number

Director Product Development - Retirment Solutions and Head of Intermediary Experience @ SS&C Technologies

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Robert Kowalewski Location

York, PA, US

Robert Kowalewski Work

2024 -now Director Product Development - Retirment Solutions and Head of Intermediary Experience @
2023 -2024 Business Strategy Consultant @ Self-employed
2022 -2023 Senior Director of Product Development @
2017 -2022 Vice President, Senior Manager, Product Management and Development @
2016 -2016 National Director of Business Development @ VBA
2013 -2015 Vice President at PNC Institutional Asset Management @
2013 -2015 Director at PNC Capital Advisors @
2009 -2013 President and Managing Director @ R Squared Retirement Solutions, LLC
2007 -2009 Regional Sales Director @
2003 -2007 Regional Sales Director @
1997 -2003 Vice President - Institutional Investment Consultant | Senior Client Consultant @

Robert Kowalewski Education

Stanford University Graduate School of Business
Certificate (Organizational Leadership)
2021-2021
Loyola University Chicago
Master of Business Administration (MBA) (Service Project Team Leader: Door of Hope, Johannesburg, South Africa)
2013-2015
Walsh College
Bachelor of Business Administration (BBA) (Student Government - Activities Director)
1991-1993

Robert Kowalewski Skills

Data Management
Vendors
Contract Negotiation
Business Insights
Executive Presentation Skills
M&A Integration
Mergers & Acquisitions (M&A)
Emotional Intelligence
Cost Savings
Product Distribution
Business Consulting
Identifying Issues
Client Presentation
Product Strategy
Business Strategy
Product Lifecycle Management
Product Development
Sales and Marketing
Collaborative Leadership
FinTech
Retirement
Retirement Planning
Investments
Retirement Plan Consulting
ERISA
Defined Contribution
Asset Allocation
Financial Services
Defined Benefit
Employee Benefits
Estate Planning
Fiduciary Services
Investment Management
Portfolio Management
Relationship Management
Sales
Business Process Improvement
Financial Advisory
Institutional Investments
Institutional Sales
Leadership
Management
Separately Managed Accounts
Strategic Financial Planning
Strategic Leadership
Business Development
Fixed Income Strategies
Project Management
Team Leadership
Investment Advisory Services
Alternative Investments
Team Building
Fiduciary
High Net Worth
Consulting
Registered Investment Advisor
Fixed Annuities
Rias
Insurance
Territories
Brokerage
Net
Large Groups
Mentoring
Finance
401k
Serving
Driving
Business Administration
Financial Wellness
P&l Management
Third Party
Mercantile
Benchmarking
Revenue
Design
Insurance Planning
Non Profit Board
Outsourcing
AIF
High Impact
Bentley
RIA
Columbus
Institutional
Cash Management
Public Speaking
Accounting
Profit Generation
Product Diversification
Cash Balance
Pennsylvania
Sales Growth
Methodology
Distribution Strategies
Plan Compliance
Seminars
Profit
Crps
Training Sessions
Foundation
Business Services
Cell
Engagements
Investment Advisory
Councils
Strategy
Life Insurance
FINRA
Qualified Retirement Plans
Cooperation
Asset Management
Risk Management
Variable
New Business Development
Nonprofits
Founding
Training
Economic Development
Employee Training
Wealth
Profit Sharing
Radio
Business Coaching
American
Cif
System Monitoring
Reporting
Capital
Analysis
Campaigns
Church Events
Product Marketing
R
Pensions
Catholicism
Safe Harbor
Fixed Income
Qualified Retirement
TPA
Deal Closure
Benefits Analysis
Open Architecture
Negotiation
Strategic Planning
Sales Management
Workshops
Non Profit Leadership
Lake Homes
Marketing
Non Profit Board Development
Sales Trainings
Contractual Agreements
Microsoft Solutions
ETFs
Strategic Financial
Separately Managed
Key Relationships
Covering
Presentations
Yield
Encompassing
Responsibility
Council
Six Sigma
Targeted Advertising
Regulations
Sales Process
Financial Planners
Conceived
Account Management
Trust
Reynolds
Start Ups
Reviews
Fostering
Wealth Management
Equities
Mutual Funds
Territory Management
Compliance
Continuing Education
Business Planning
Securities
High Net Worth Individuals
Investment Strategies
Key Account Relationships
Welfare
Pastoral
Strategic Marketing
Platforms
Staff Development
Credit Scoring
Due Diligence
Foundations
Meetings
Retirement Plan
Directing
Delivery
Public Speaking Engagements
Actuaries
Series 7
Territory Development
Coordinate
Selling
High Growth
Dealers

Robert Kowalewski Summary

Robert Kowalewski, based in York, PA, US, is currently a Director Product Development - Retirment Solutions and Head of Intermediary Experience at SS&C Technologies. Robert Kowalewski brings experience from previous roles at Self-employed, OneDigital, T. Rowe Price and VBA. Robert Kowalewski holds a 2021 - 2021 Certificate in Organizational Leadership @ Stanford University Graduate School of Business. With a robust skill set that includes Data Management, Vendors, Contract Negotiation, Business Insights, Executive Presentation Skills and more. Robert Kowalewski has 2 emails and 4 mobile phone numbers on RocketReach.