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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