Senior PRT Relationship Specialist @ (April 2025 - January 2026)
Senior Distribution Associate @ (December 2021 - April 2025)
Distribution Associate @ (December 2019 - December 2021)
Senior Investment Analyst @ (March 2018 - November 2019)
Investment Analyst @ (June 2016 - March 2018)
Finance and Accounting Intern @ Osborn Financial Group (January 2016 - April 2016)
Equity Research Intern @ (June 2015 - September 2015)
Intern @ (December 2014 - January 2015)
Robert Leal Education
Bentley University
(Corporate Finance and Accounting)
2012-2016
Robert Leal Skills
Leadership
Microsoft Office
Teamwork
Social Responsibility
Microsoft Word
PowerPoint
Social Media
Microsoft Excel
Social Networking
Public Speaking
Bloomberg Certified
Time Management
Outlook
Social Skills
Sales
Telephone Skills
Positive Personality
Team Oriented
Robert Leal Summary
Robert Leal, based in New York, NY, US, is currently a Senior PRT Relationship Specialist at Banner Life family of companies | retirement. Robert Leal brings experience from previous roles at Legal & General Retirement America and Aon. Robert Leal holds a 2012 - 2016 Bentley University. With a robust skill set that includes Leadership, Microsoft Office, Teamwork, Social Responsibility, Microsoft Word and more. Robert Leal has 1 emails and 1 mobile phone numbers on RocketReach.
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