Robert Munoz Location
United States
Robert Munoz Work
- 2026 - now Director of Corporate Finance @ Wealthspire Advisors
- 2025 - 2026 Vice President, Financial Director - Enterprise Functions Technology Finance @ Truist
- 2025 - 2025 VP, Manager - GWIM Deposit Balances and Net Interest Income and BSM Consolidation @ Bank of America
- 2022 - 2025 VP, Manager - Data, Digital, and Global Marketing FP and A Lead @ Bank of America
- 2018 - 2022 AVP, Senior Financial Analyst - Global Technology and Operations Finance @ Bank of America
- 2016 - 2018 Senior Fund Accountant @ SS&C Registered Fund Services
- 2015 - 2016 Staff II Fund Accountant @ SS&C Registered Fund Services
- 2014 - 2015 Staff I Fund Accountant @ Kaufman Rossin Fund Services
- 2014 - 2014 Revenue Coordinator Temp @ Mayfair Hotel and Spa
- 2013 - 2013 Labor Market Researcher @ Brandt Information Services
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
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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Michael Lamena
Chief Executive Officer at Wealthspire Advisors
New York, NY, US25+ -
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Angela Giombetti
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New York, NY, US12 -
Nataly Sogoloff
Chief People Officer at Wealthspire Advisors
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Channing Olson
Chief Operating Officer, Wealthspire Advisors at Wealthspire Advisors
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Michael Goss
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Aviva Pinto
Managing Director at Wealthspire Advisors
New York, NY, US35+ -
Jonathan Bernstein
Managing Director at Wealthspire Advisors
New York, NY, US25+ -
Brian Powers
CFO and Managing Director at Wealthspire Advisors
Madison, WI, US15 -
Donna Levy
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Bill Schwartz
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