Robert Roland Email & Phone Number
Chief Investment Strategist @ LEXCO Wealth Management, Inc.
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Robert Roland Location
- Stamford, CT, US
Robert Roland Work
- 2011 -now Chief Investment Strategist @
- 2003 -2011 Principal and Financial Advisor @ Anchor Wealth Management
- 1999 -2003 Director, US Equity Capital Markets @
- 1997 -1999 Vice President, Corporate Equity Derivatives @
- 1994 -1997 Vice President, Corporate Equity Derivatives @ Societe Generale Securities Corporation
- 1985 -1994 Vice President, Global Mergers and Acquisitions @
Robert Roland Education
- Babson F.W. Olin Graduate School of Business
Master of Business Administration (MBA) (Finance, International Business)
- University of Oklahoma
Bachelor of Business Administration (BBA) (Finance and Management)
Robert Roland Skills
- Financial Planning
- Portfolio Construction
- Risk Management
- Retirement Planning
- Public Speaking
- Finance
- Equity Capital Markets
- Mergers & Acquisitions
- Equity Derivatives
- Strategic Financial Planning
- Microsoft Office
- Microsoft Excel
- Financial Advisory
- Portfolio Management
- Strategic Financial
- Mergers and Acquisitions
Robert Roland Summary
- Robert Roland, based in Stamford, CT, US, is currently a Chief Investment Strategist at LEXCO Wealth Management, Inc.. Robert Roland brings experience from previous roles at Anchor Wealth Management, UBS, Bank of America and Societe Generale Securities Corporation. Robert Roland holds a Master of Business Administration (MBA) in Finance, International Business @ Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Financial Planning, Portfolio Construction, Risk Management, Retirement Planning, Public Speaking and more. Robert Roland has 2 emails and 2 mobile phone numbers on RocketReach.
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