Robert Wellington Email & Phone Number
Managing Director and Founding Partner @ Americana Partners
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Robert Wellington Location
- Houston, TX, US
Robert Wellington Work
- Managing Director and Founding Partner @ (August 2024 - Present)
- CFO and Partner @ (April 2019 - August 2024)
- Senior Vice President, Private Wealth Advisor @ Morgan Stanley Private Wealth Management (August 2013 - April 2019)
- Analyst @ Morgan Stanley Private Wealth Management (September 2008 - August 2013)
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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