Robert Munoz Email & Phone Number
Director of Corporate Finance @ Wealthspire Advisors
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Robert Munoz Location
- United States
Robert Munoz Work
- 2026 -now Director of Corporate Finance @
- 2025 -2026 Vice President, Financial Director - Enterprise Functions Technology Finance @
- 2025 -2025 VP, Manager - GWIM Deposit Balances and Net Interest Income and BSM Consolidation @
- 2022 -2025 VP, Manager - Data, Digital, and Global Marketing FP and A Lead @
- 2018 -2022 AVP, Senior Financial Analyst - Global Technology and Operations Finance @
- 2016 -2018 Senior Fund Accountant @
- 2015 -2016 Staff II Fund Accountant @
- 2014 -2015 Staff I Fund Accountant @ Kaufman Rossin Fund Services
- 2014 -2014 Revenue Coordinator Temp @ Mayfair Hotel and Spa
- 2013 -2013 Labor Market Researcher @
- 2013 -2013 College Financial Representative @ Northwestern Mutual
- 2012 -2013 Receptionist @ Florida State University Student Disability Resource Center
- 2010 -2011 Receptionist @ Florida State University School of Engineering
- 2009 -2009 Houseman @
- 2008 -2008 Tour Guide @ Miami Aqua Tours
Robert Munoz Education
- Webster University
Master’s Degree (Business Administration and Management, General)
2016-2018 - Webster University
Master's degree (Finance, General)
2016-2018 - Florida State University
Bachelor's Degree (Applied Economics and Finance)
2010-2014
Robert Munoz Skills
- Financial Reporting
- Strategic Partnerships
- Presentation Skills
- Financial Modeling
- Spanish
- Outlook
- Teamwork
- Time Management
- PowerPoint
- Microsoft Word
- Revenue Analysis
- Financial Analysis
- Microsoft Office
- Microsoft Excel
- Customer Service
- Research
- Social Media
- Public Speaking
- Windows
- Mac
- English
- Italian
- Cash Handling Experience
- Accounting
- QuickBooks
- Xero
- Leadership
- Social Networking
Robert Munoz Summary
- Robert Munoz, based in United States, is currently a Director of Corporate Finance at Wealthspire. Robert Munoz brings experience from previous roles at Truist and Bank of America. Robert Munoz holds a 2016 - 2018 Master’s Degree in Business Administration and Management, General @ Webster University. With a robust skill set that includes Financial Reporting, Strategic Partnerships, Presentation Skills, Financial Modeling, Spanish and more. Robert Munoz has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Wealthspire Advisors Employees
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Eric Sontag
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Aviva Pinto
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Jonathan Bernstein
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Stephanie Carmel
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Martha Staniford
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Nataly Sogoloff
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Eric Dostal
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Angela Giombetti
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