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Robert Wellington Location
Houston, TX, US
Robert Wellington Work
2024 -now Managing Director and Founding Partner @
2019 -2024 CFO and Partner @
2013 -2019 Senior Vice President, Private Wealth Advisor @ Morgan Stanley Private Wealth Management
2008 -2013 Analyst @ Morgan Stanley Private Wealth Management
Robert Wellington Education
Duke University
Bachelor of Arts (B.A.) (Sociology, Markets and Management Certificate)
2004-2008
Robert Wellington Skills
Business Development
Marketing
Microsoft Office
Protection Planning
Ability to Listen
Valuation
Bloomberg
Legal Writing
MIS
Financial Advisory
Due Diligence
Robert Wellington Summary
Robert Wellington, based in Houston, TX, US, is currently a Managing Director and Founding Partner at Americana Partners. Robert Wellington brings experience from previous roles at Americana Partners and Morgan Stanley Private Wealth Management. Robert Wellington holds a 2004 - 2008 Bachelor of Arts (B.A.) in Sociology, Markets and Management Certificate @ Duke University. With a robust skill set that includes Business Development, Marketing, Microsoft Office, Protection Planning, Ability to Listen and more. Robert Wellington has 2 emails and 4 mobile phone numbers on RocketReach.
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