Robert Schrock Email & Phone Number
Equity Research Analyst @ Congress Asset Management
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Robert Schrock Location
- Boston, MA, US
Robert Schrock Work
- 2018 - now Equity Research Analyst @
- 2015 - 2019 Senior Investment Operations Analyst @
- 2014 - 2015 F-Squared Capital - Operations Specialist @ F-Squared Investments
- 2008 - 2013 Financial Representative @
- 2007 - 2008 Advance Team @
Robert Schrock Education
- Kenyon College
BA (History)
2002 - 2006 - Upper Arlington High School
Robert Schrock Skills
- Investments
- Finance
- Mutual Funds
- Series 63
- Strategic Financial Planning
- Securities
- Financial Analysis
- Financial Planning
- Long Term Care
- Microsoft Excel
- Series 6
- Fixed Income
- Equities
- Life Insurance
- Statistics
- Asset Management
- Financial Services
- Word
- Microsoft Office
- Outlook
- Bloomberg
- Series 65
- Advent
- Fixed Income Analysis
- Indexing
- Variable Annuities
- Apx
- FactSet
Robert Schrock Summary
- Robert Schrock, based in Boston, MA, US, is currently a Equity Research Analyst at Congress Asset Management. Robert Schrock brings experience from previous roles at Congress Asset Management, F-Squared Investments, Northwestern Mutual and Romney for President. Robert Schrock holds a 2002 - 2006 BA in History @ Kenyon College. With a robust skill set that includes Investments, Finance, Mutual Funds, Series 63, Strategic Financial Planning and more. Robert Schrock has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Congress Asset Management Employees
Greg Fulginite
VP-Regional Director
Wayland, MA, US
John O'Reilly
Senior Vice President
Northborough, MA, US
Chris Lagan
President
Boston, MA, US
Huston Stewart
Vice President - Southeast Regional Director
Atlanta, GA, US
John Beaver
Vice President
Boston, MA, US
Allison Lovell
Vice President, Regional Director
California, United States
Dan Lagan
Chief Executive Officer
Boston, MA, US
Brian Futterman
SVP, Head of Operations
Boston, MA, US
Al Lagan
Chairman
Natick, MA, US
Matt Lagan
Vice President, Portfolio Managaer
Boston, MA, US
Noel Blair
Vice President, Portfolio Manager
Boston, MA, US
Jim Fricano
Chief Compliance Officer
Boston, MA, US
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