Robert Tupper Email & Phone Number
Independent Consultant — Private Markets Operations and DealCloud Solutions
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Robert Tupper Location
- Wilton, CT, US
Robert Tupper Work
- 2019 -now Independent Consultant — Private Markets Operations and DealCloud Solutions @ Self-Employed
- 2019 -2023 Vice President, Head of Investor Services | Project Manager | DealCloud Expert | Fintech Ops @
- 2023 -2024 Vice President - Investor Services, Head of Data Ops. | DealCloud Expert | Performance Analysis @
- 2011 -2019 Director, Alternatives Portfolio Construction | Performance and Risk Analysis | Factor Analysis @
- 2004 -2011 Investor Relations, Product Development | Client Service | Due Diligence | Client Onboarding @
- 1999 -2004 Manager of Client Communications | Perf Attribution | Fintech Opps | Process Transformations @
Robert Tupper Education
- The University of Texas at Austin
BBA (Finance)
- Cypress Creek High School
Robert Tupper Skills
- Stakeholder Management
- Request for Proposal (RFP)
- Client Services
- Excel
- Investor Onboarding
- Presentations
- Quality Reporting
- Work Process Development
- Process Design
- Project Communications
- Business Process Design
- Project Leadership
- Business Strategy
- Strategic Planning
- Tactical Solutions
- Product Development
- Private Credit
- Systems Engineering
- Investor Reporting
- Investor Due Diligence
- Portfolio Analysis
- CRM Migration
- Portfolio System Engineering
- System Deployment
- Portfolio Construction
- Risk Analytics
- Tactical Operations
- Sales Pipeline Management
- Team Management
- Client Onboarding
- Deal Flow Management
- Client Service Team Manager
- Client Onboarding and Support
- DealCloud Expert
- Technology Migrations
- Private Investments
- Portfolio Management
- Hedge Funds
- Equities
- Analysis
- Finance
- Alternative Investments
- Marketing
- Asset Allocation
- Asset Management
- Fixed Income
- Investments
- Private Equity
- Financial Modeling
- Capital Markets
- Derivatives
- CRM
- Asset Managment
- Financial Analysis
- Project Management
- Macroeconomics
- Investor Relations
- Technology Integration
- Mutual Funds
- Market Analysis
- Financial Services
- Product Launch
- Data Analysis
- Process Management
- Business Analysis
- Microsoft Office
- Microsoft Excel
- Python (Programming Language)
- Visual Basic for Applications (VBA)
- Tableau
- Microsoft Power BI
- Visual Basic
- Microsoft Word
- Bloomberg
- Leadership
- Management
- Customer Service
- French
- Fund Of Funds
- Portfolio Managers
- Budgeting
- Economics
- Technical Writing
- Managed Futures
- Pricing
- Mergers & Acquisitions
- Valuation
- Equity Research
- Sellers
- Annual Giving
- Construction
- Real Estate
- Project Planning
- Mergers and Acquisitions
- Python
- Visual Basic for Applications
Robert Tupper Summary
- Robert Tupper, based in Wilton, CT, US, is currently a Independent Consultant — Private Markets Operations and DealCloud Solutions at Self-Employed. Robert Tupper brings experience from previous roles at Portfolio Advisors, K2 Advisors and Graham Capital Management. Robert Tupper holds a BBA in Finance @ The University of Texas at Austin. With a robust skill set that includes Stakeholder Management, Request for Proposal (RFP), Client Services, Excel, Investor Onboarding and more. Robert Tupper has 1 emails and 3 mobile phone numbers on RocketReach.
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