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 @
- 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) (Strategic Leadership)
2013 - 2015 - Walsh College
Bachelor of Business Administration (BBA) (Finance)
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 OneDigital, T. Rowe Price, VBA and PNC. 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 3 emails and 4 mobile phone numbers on RocketReach.
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Others Named Robert Kowalewski
Top SS&C Technologies Employees
Bill Stone
CEO
Windsor, CT, US
Daniel Duran
Chief Revenue Officer (CRO) SS and C Tier1
Westport, CT, US
Michael Megaw
Senior Vice President
New York, NY, US
James Edmunds
Managing Director
Boston, MA, US
Justin Meagher
Managing Director
New York, NY, US
Michael Rogalski
President, Retirement Solutions
New York, NY, US
Benny Locascio
Managing Director of Global Operations
New York, NY, US
Matt Wiles
CFO SS and C Health
Overland Park, KS, US
Max Lippman
Managing Director
Miami, FL, US
John Geli
President Retirement Solutions
Middletown, NJ, US
Nathan L
CIO - Global Investor and Distribution Solutions, US
Kansas City, MO, US
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