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
- Head of Distributor and Wealth Services @ (March 2026 - Present)
- Head of Distributor and Wealth Services @ (January 2026 - March 2026)
- Co-Head of Distributor and Wealth Services @ (February 2025 - December 2025)
- Principal, Client and Product Solutions @ (January 2024 - February 2025)
- Director, Client and Product Solutions @ (March 2022 - December 2023)
- Senior Vice President, Operations and Advisor Services @ (January 2018 - February 2022)
- Vice President, Operations and Advisor Services @ (February 2016 - December 2017)
- Vice President, Operations @ KBS Capital Markets Group (January 2016 - February 2016)
- Director of Operations @ KBS Capital Markets Group (January 2012 - December 2015)
- Operations Manager @ KBS Capital Markets Group (June 2009 - December 2011)
- MBA @ (August 2006 - June 2009)
- Complex Operations Manager @ (May 2004 - March 2008)
- Registered Branch Operations Associate @ (June 2000 - May 2004)
- Operations Cashier @ Sutro & Co. (later acquired by RBC Dain Rauscher) (June 1999 - June 2000)
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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