Robert Rota Email
Associate Portfolio Manager @ Charles Schwab
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Robert Rota Location
- Plano, TX, US
Robert Rota Work
- Associate Portfolio Manager @ (June 2024 - Present)
- Schwab Asset Management Personalized Indexing Intern @ (June 2023 - August 2023)
- Financial Analyst @ (November 2021 - May 2023)
- Market Research Intern @ (June 2021 - November 2021)
- Business Operations Intern @ (June 2020 - January 2021)
- President - Delta Mu Chapter @ (December 2019 - December 2020)
- Treasurer - Delta Mu Chapter @ (December 2018 - December 2019)
Robert Rota Education
- Naveen Jindal School of Management, UT Dallas
Master of Business Administration - MBA
2022-2024 - Naveen Jindal School of Management, UT Dallas
MS in Business Analytics
2022-2024 - Texas McCombs School of Business
Bachelor's degree (Corporate Finance)
2017-2021 - Jesuit Dallas 2013-2017
Robert Rota Skills
- Analytical Skills
- Analytics
- Asset Management
- Business Analytics
- DCF Valuation
- Data Analysis
- Direct Indexing
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- New Ventures
- Problem Solving
- Teamwork
- Time Management
- Valuation
- Valuation Modeling
- Venture Capital
Robert Rota Summary
- Robert Rota, based in Plano, TX, US, is currently a Associate Portfolio Manager at Charles Schwab. Robert Rota brings experience from previous roles at Charles Schwab, Chaucer Global and Smith Anglin Financial. Robert Rota holds a 2022 - 2024 Master of Business Administration - MBA @ Naveen Jindal School of Management, UT Dallas. With a robust skill set that includes Analytical Skills, Analytics, Asset Management, Business Analytics, DCF Valuation and more. Robert Rota has 2 emails on RocketReach.
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