Robert Mooney Email & Phone Number
Managing Director @ Sunpointe Investments
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Robert Mooney Location
- St. Louis, MO, US
Robert Mooney Work
- Managing Director @ (March 2025 - Present)
- Senior Vice President - Wealth Management - Senior Portfolio Manager - Portfolio Management Program @ (March 2009 - Present)
- Senior Vice President - Wealth Management @ (March 2009 - Present)
- Financial Planning Specialist - Portfolio Manager @ (September 1994 - March 2009)
- Associate Director @ Yale Alumni Fund (June 1992 - September 1994)
- Commodore's Writer @ (January 1990 - January 1992)
Robert Mooney Education
- Tulane University
Robert Mooney Skills
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Asset Allocation
- Retirement Planning
- Risk Management
- Series 7
- Investment Strategies
- Series 63
- Alternative Investments
- Estate Planning
- Fixed Income
- Valuation
- Financial Planning
- Capital Markets
- Investments
- Investment Advisory
- See 11+see Less
- Asset Managment
- Equities
- Mutual Funds
- Asset Management
- Separately Managed Accounts
- Private Equity
- Strategic Financial
- Due Diligence
- Separately Managed
- Securities
- Financial Markets
Robert Mooney Summary
- Robert Mooney, based in St. Louis, MO, US, is currently a Managing Director at Sunpointe Investments. Robert Mooney brings experience from previous roles at UBS, Smith Barney and Yale Alumni Fund. Robert Mooney holds a Tulane University. With a robust skill set that includes Wealth Management, Portfolio Management, Strategic Financial Planning, Asset Allocation, Retirement Planning and more. Robert Mooney has 2 emails and 1 mobile phone numbers on RocketReach.
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