Principal Analyst, Forrester
Robert brings more than 20 years of financial services experience, managing teams in marketing, sales, research and product development. He has a truly global understanding of the challenges facing marketing and sales leaders across the financial services industry. Robert has managed sales and marketing organizations based in Latin America, EMEA and North America, specializing in implementing data-driven strategies to enhance institutional sales and marketing operations in asset management, capital markets and investment banking.
Prior to joining SiriusDecisions, Robert was a managing director at Asas Capital, a global asset management firm specializing in emerging market equities, real estate investment and private equity. While in this role, he managed the strategic rationalization of the product portfolio and developed data-driven campaigns targeting the institutional investor market. Before Asas Capital, he served as managing director of Al Mal Capital’s equity brokerage operations, initiating the emerging market brokerage’s agency partnerships with companies such as JP Morgan Chase, Credit Suisse and Morgan Stanley.
Robert has also held senior roles at Salomon Smith Barney, Credit Suisse First Boston and Naeem Global Asset Management. Robert received an MBA from the American Graduate School of International Management (Thunderbird) and a BA from the University of Richmond.
B2B Summit North America · May 3 – 6 · Live Virtual Experience
Use discount code 5FORR4EB to take advantage of our team discount!