Robert Morales Email & Phone Number
Senior Managing Director, Head of Wealth Management Products and Solutions @ Hilltop Securities Inc.
Robert Morales Location
Texas, United States
Robert Morales Work
- 2026 - now Senior Managing Director, Head of Wealth Management Products and Solutions @ Hilltop Securities Inc.
- 2020 - now Head of Wealth Management Products and Solutions @ Hilltop Securities Inc.
- 2024 - 2026 Managing Director, Head of Wealth Management Products and Solutions @ Hilltop Securities Inc.
- 2020 - 2023 Managing Director, Head of Wealth Management Advisory Services and Products @ Hilltop Securities Inc.
- 2016 - 2020 Vice President and Senior Director, Retail Advice and Workplace Product Solutions @ Transamerica
- 2015 - 2016 Vice President, Advice and Retirement Solutions and Delivery @ Transamerica
- 2014 - 2015 Assistant Vice President, Emerging Business Transamerica Direct @ Transamerica
- 2012 - 2014 Vice President Product Management, Advisor Solutions @ Placemark Investments
- 2007 - 2013 Executive Director Product Management, Wealth Management Financial Planning and Advice @ USAA
- 2004 - 2007 Managing Director, Retirement Services @ ICMA-RC
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 (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
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 and 2 mobile phone numbers on RocketReach.
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Top Hilltop Securities Inc. Employees
-
25+
-
Mike Edge
Chief Financial Officer at Hilltop Securities Inc.
Texas, United States14 -
45+
-
Ester Flores
Managing Director at Hilltop Securities Inc.
Dallas, TX, US22 -
24
-
Christopher Paternoster
Managing Director at Hilltop Securities Inc.
New York, NY, US24 -
May Hu
Managing Director at Hilltop Securities Inc.
Bethesda, MD, US21 -
Tim Frenz
Managing Director, Public Finance at Hilltop Securities Inc.
Pittsburgh, PA, US12
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