Robert Northcutt Email & Phone Number
Head of Client Service and Operations | Enterprise Operations Buildout @ Hamilton Gold Group
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Robert Northcutt Location
- Texas, United States
Robert Northcutt Work
- 2024 -now Head of Client Service and Operations | Enterprise Operations Buildout @
- 2023 -2024 Vice President, Service Director | Corporate Trust Client Operations @
- 2017 -2023 Vice President, Business Operations | Wealth Platform Operations and Client Service @
- 2014 -2017 Vice President, Wealth Manager Services | RIA Platform Operations @
- 2013 -2014 Director, Practice Management @
- 2010 -2013 President and Investment Manager @ RK North Market Strategies, LLC
- 2000 -2010 Vice President | RIA Platform Operations and Relationship Management @
Robert Northcutt Education
- Massachusetts College of Liberal Arts
Bachelor's degree (Business Administration and Marketing)
Robert Northcutt Skills
- Wealth Management
- Portfolio Management
- Operations Management
- Process Improvement
- Business Development
- Investment Management
- Competitive Analysis
- Asset Management
- Series 7
- Business Relationship Management
- Mutual Funds
- Sales Process
- Large Account Management
- Small Business Development
- Service Management
- Asset Protection
- Organizational Development
- Call Center Development
- Outsourcing Investment Management
- Series 66
- Financial Services
- Practice Management
- Project Management
- Resource Management
- Uniform Combined State Law
- CRM
- Investments
- Relationship Management
- Account Management
- Strategy
- Series 63
- Securities
- Alternative Investments
- Management
- Leadership
- Outsourcing Investment
- Business Relationship
- Uniform Combined State
- Business Process Improvement
- Small Business
- Organizational
- Financial Advisory
- Security Analysis
- Team Leadership
- Strategic Planning
- Investment Advisory
- Cross Functional Team Building
- Business Planning
- Leadership Development
- Cross Functional Team Leadership
- Organizational Design
- Organizational Leadership
- Intelligent Call Routing
Robert Northcutt Summary
- Robert Northcutt, based in Texas, United States, is currently a Head of Client Service and Operations | Enterprise Operations Buildout at Hamilton Gold Group. Robert Northcutt brings experience from previous roles at BNY Mellon, Goldman Sachs, PFM, State Street and Prospera Financial. Robert Northcutt holds a Bachelor's degree in Business Administration and Marketing @ Massachusetts College of Liberal Arts. With a robust skill set that includes Wealth Management, Portfolio Management, Operations Management, Process Improvement, Business Development and more. Robert Northcutt has 1 emails and 3 mobile phone numbers on RocketReach.
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