Robert Nguyen Email & Phone Number
Head of Distributor and Wealth Services @ alchelyst
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Robert Nguyen Location
- Irvine, CA, US
Robert Nguyen Work
- 2026 -now Head of Distributor and Wealth Services @
- 2026 -2026 Head of Distributor and Wealth Services @
- 2025 -2025 Co-Head of Distributor and Wealth Services @
- 2024 -2025 Principal, Client and Product Solutions @
- 2022 -2023 Director, Client and Product Solutions @
- 2018 -2022 Senior Vice President, Operations and Advisor Services @
- 2016 -2017 Vice President, Operations and Advisor Services @
- 2016 -2016 Vice President, Operations @ KBS Capital Markets Group
- 2012 -2015 Director of Operations @ KBS Capital Markets Group
- 2009 -2011 Operations Manager @ KBS Capital Markets Group
- 2006 -2009 MBA @
- 2004 -2008 Complex Operations Manager @
- 2000 -2004 Registered Branch Operations Associate @
- 1999 -2000 Operations Cashier @ Sutro & Co. (later acquired by RBC Dain Rauscher)
Robert Nguyen Education
- USC Marshall School of Business
MBA (Strategic Marketing & Analysis)
2006-2009 - UC Irvine
BA (Emphasis on Economics)
1995-1999 - Villa Park HS
Robert Nguyen Skills
- Securities
- Series 7
- Management Consulting
- Management
- Financial Modeling
- Strategy
- Financial Analysis
- Marketing
- Financial Services
- Analysis
- Human Resources
- Marketing Strategy
- Investments
- Time Management
- Asset Management
- Organizational Development
- Finance
- Portfolio Management
- Investment Banking
- Valuation
- Strategic Financial Planning
- Alternative Investments
- Wealth Management
- Financial Planning
Robert Nguyen Summary
- Robert Nguyen, based in Irvine, CA, US, is currently a Head of Distributor and Wealth Services at Alchelyst. Robert Nguyen brings experience from previous roles at Lyra Client Solutions and Apollo Global Management, Inc.. Robert Nguyen holds a 2006 - 2009 MBA in Strategic Marketing & Analysis @ USC Marshall School of Business. With a robust skill set that includes Securities, Series 7, Management Consulting, Management, Financial Modeling and more. Robert Nguyen has 2 emails and 7 mobile phone numbers on RocketReach.
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