Rolland Szabo Email & Phone Number
Vice President of Client Success @ Wilkinson
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Rolland Szabo Location
- Las Vegas, NV, US
Rolland Szabo Work
- Vice President of Client Success @ (January 2025 - Present)
- Director of Investor Relations @ The Styles Group, LLC (January 2023 - December 2025)
- Senior Account Executive- Alternative Finance and Fintech Division @ (January 2022 - December 2023)
- VP and Head of Sales- FinTech, Private Debt Trading Platform @ (January 2019 - December 2022)
- Director of Sales- FinTech, AI and Machine Learning SaaS Investment Platform (Capital Markets) @ (January 2016 - December 2019)
- Sales Manager- Data and Analytics @ (January 2014 - December 2016)
- Corporate Accounts Manager- Financial Intelligence, Wealth Management (Enterprise and Mid-market) @ (January 2013 - December 2014)
- Senior Business Development Manager and Business Development Manager- Financial Sector @ (January 2012 - December 2013)
- Director of Investor Relations- Private and Institutional Wealth, Investment Banking @ (January 2010 - December 2012)
- Senior Financial Consultant- Investments and Portfolio Management @ (January 2009 - January 2010)
- Financial Advisor- Registered Representative @ (January 2008 - January 2009)
- Managing Principal- Real Estate Acquisitions and Investor Relations @ (January 2023 - Present)
Rolland Szabo Education
- Florida International University
Bachelor of Business Administration (B.B.A.) (Finance)
2004-2008 - High School for Environmental Studies
H.S. Diploma
2000-2004
Rolland Szabo Skills
- Sales
- Sales Management
- Account Management
- Relationship Management
- Executive Leadership
- Sales Processes
- Business-to-Business (B2B)
- Direct Sales
- Strategic Planning
- Marketing Strategy
- Customer Acquisition
- Communication
- Portfolio Management
- Financial Advisory
- Investment Sales
- Commercial Real Estate
- Enterprise Accounts
- Banking
- Investments
- Mutual Funds
- Series 63
- Financial Services
- Series 7
- Asset Management
- Thompson One
- Investment Strategies
- Client/Investor Relations
- Risk Assessment
- Microsoft Office
- Crystal Ball
- SAP
- Life Insurance
- Salesforce.com
- Finance
- Management
- Customer Service
- Securities
- Financial Analysis
- Consulting
- Leadership
- Business Development
- CRM
Rolland Szabo Summary
- Rolland Szabo, based in Las Vegas, NV, US, is currently a Vice President of Client Success at Wilkinson. Rolland Szabo brings experience from previous roles at The Styles Group, LLC, Equifax, Debexpert and Trusted Insight. Rolland Szabo holds a 2004 - 2008 Bachelor of Business Administration (B.B.A.) in Finance @ Florida International University. With a robust skill set that includes Sales, Sales Management, Account Management, Relationship Management, Executive Leadership and more. Rolland Szabo has 2 emails and 1 mobile phone numbers on RocketReach.
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