Robert Morales Email & Phone Number
Senior Managing Director, Head of Wealth Management Products and Solutions @ Hilltop Securities Inc.
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Robert Morales Location
- Texas, United States
Robert Morales Work
- 2026 -now Senior Managing Director, Head of Wealth Management Products and Solutions @
- 2024 -2026 Managing Director, Head of Wealth Management Products and Solutions @
- 2020 -2023 Managing Director, Head of Wealth Management Advisory Services and Products @
- 2016 -2020 Vice President and Senior Director, Retail Advice and Workplace Product Solutions @
- 2015 -2016 Vice President, Advice and Retirement Solutions and Delivery @
- 2014 -2015 Assistant Vice President, Emerging Business Transamerica Direct @
- 2012 -2014 Vice President Product Management, Advisor Solutions @
- 2007 -2013 Executive Director Product Management, Wealth Management Financial Planning and Advice @
- 2004 -2007 Managing Director, Retirement Services @
- 2001 -2005 President @ Strategic Wealth Management
- 1995 -2000 Associate @ IMS/CPAs & Associates
Robert Morales Education
- The Wharton School
Securities Industry Institute
2024-2026 - Virginia Tech
Master of Business Administration (MBA)
- California State University-San Bernardino
Bachelor's degree (Business Administration and Management, General)
Robert Morales Skills
- Product Development
- Product Management
- Product Marketing
- Product Design
- Marketing Strategy
- Retirement Planning
- Retirement
- Qualified Retirement Plans
- FINRA
- ERISA
- Strategic Planning
- Thought Leadership
- IRAs
- Mutual Funds
- Unified Managed Accounts
- Digital Marketing
- Digital Channels
- Certified Financial Planner
- Financial Advisory
- AIPMM
- Change Management
- Cross-functional Team Leadership
- Field Supervision
- Sales Management
- Customer Retention
- Segmentation
- Wealth Management
- Investments
- Business Relationship Management
- Product Lifecycle Management
- User Experience
- User Interface Design
- project management process
- 457 Plans
- Overlay Management
- RIA
- Financial Planning
- Financial Services
- Leadership
- Registered Investment Advisor
- Strategy
- Marketing
- Cross Functional Team Leadership
- SQL
- Management
- Project Management
- Research
- Time Management
- Teamwork
- Microsoft Office
- HTML
- Microsoft Excel
- Java
- Windows
- Data Analysis
- Sales
- Business Intelligence
- PowerPoint
- Inventory Management
- Microsoft Word
- OS X
- Business Objects
- Web Intelligence
- Social Networking
- Microsoft Visual Studio C++
- Training
- Microsoft Expression
- Visual Basic
- BO Web Intelligence
- Social Media
- Crystal Reports
- SAS
- Event Planning
- Coaching
- Mac OS
- Linux
- Ubuntu
- Tableau
- SSAS 2008
- Analysis Services
- Red Hat Linux
- Google Cloud Platform
- Windows Server
- IT Infrastructure Management
Robert Morales Summary
- Robert Morales, based in Texas, United States, is currently a Senior Managing Director, Head of Wealth Management Products and Solutions at Hilltop Securities Inc.. Robert Morales brings experience from previous roles at Hilltop Securities Inc. and Transamerica. Robert Morales holds a 2024 - 2026 Securities Industry Institute @ The Wharton School. With a robust skill set that includes Product Development, Product Management, Product Marketing, Product Design, Marketing Strategy and more. Robert Morales has 2 emails on RocketReach.
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Michael McAllister
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Joseph Vendemia
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May Hu
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