Robert Szeles Email & Phone Number
Portfolio Manager @ Beese Fulmer Private Wealth Management
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Robert Szeles Location
- Cleveland, OH, US
Robert Szeles Work
- Portfolio Manager @ (March 2022 - Present)
- Senior Equity Analyst @ (March 2021 - March 2022)
- Equity Analyst @ (November 2019 - March 2020)
- Equity Analyst @ (August 2013 - November 2019)
- Asset Operations Associate @ (April 2012 - August 2013)
- Commercial Finance Analyst @ (July 2010 - April 2012)
- Fixed Income Research Analyst Intern @ (May 2009 - April 2010)
- Corporate Financial Planning and Analysis Intern @ (May 2008 - August 2008)
Robert Szeles Education
- John Carroll University
Bachelor of Science in Business Administration (Finance)
2006-2010
Robert Szeles Skills
- Commercial Finance
- Strategic Financial Planning
- Intelligence
- PowerPoint
Robert Szeles Summary
- Robert Szeles, based in Cleveland, OH, US, is currently a Portfolio Manager at Beese Fulmer. Robert Szeles brings experience from previous roles at Federated Hermes, Federated Investors and PNC. Robert Szeles holds a 2006 - 2010 Bachelor of Science in Business Administration in Finance @ John Carroll University. With a robust skill set that includes Commercial Finance, Strategic Financial Planning, Intelligence, PowerPoint and more. Robert Szeles has 1 emails and 1 mobile phone numbers on RocketReach.
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