Rob Bessett is a highly qualified expert, working in Redwood Investment Management main office of which is in 35. on the position of Advisor Analyst from 2018. Rob has earned professional experience in more than 12 positions at different companies. Rob Bessett went to the The University of Texas at Austin - Red Mccombs School of Business and was studying there from 2005 to 2007. Rob has such qualifications as Cfa Charterholder and License 113884. Phoenix, Arizona is the city, where this expert was known to settle. This person's e-mail and phone can be accessed through SoftwareOfficial by request.
Name variants:
Robert Bessett
Last updated Jun 13, 2024
Contact Information
Last Update
Jun 30, 2022
Email
be**@gmail.com
Location
Phoenix, AZ
Company
Redwood Investment Management, Llc
Workplace
Advisor Analyst
Work History
Advisor Analyst
4110 north Scottsdale Rd SUITE 125, Scottsdale, AZ 85251
Redwood is an investment management firm dedicated to being a trusted partner to financial advisors and providing them with investment excellence across its quantitative research driven stra...
from Dec 2018
Senior Investment Consultant
400 Park Ave, New York, NY 10022
Sep 2017 — Sep 2018
Regional Vice President
1200 17Th St, Denver, CO 80202
Highly Motivated Sales Professional Who Develops Client Relationships
Jan 2017 — Aug 2017
Investment Specialist
5947 Deerfield Blvd, Mason, OH 45040
Clarified goals and strategy to attain goals for clients by creating financial plans in MoneyGuide Pro.
Created Investment Policy Statements for clients to set expectations and guidelines ...
Jan 2016 — Sep 2016
Vice President
6300 Bee Cave Rd, Austin, TX 78746
Managed team of Regional Directors (RD’s) in the Northeast covering $25B in AUM invested with Dimensional. Managed 8 key clients directly covering $3B in AUM invested with Dimensional.
Fac...
Jan 2015 — Sep 2015
Senior Associate
6300 Bee Cave Rd, Austin, TX 78746
Led client training calls on equity, fixed income, portfolio construction, and tools/resources.
Provided client service for four Regional Directors spanning 300 clients.
Led calls with ne...
Jun 2007 — Dec 2009
Analyst
300 west Martin Luther King Jr Blvd, Austin, TX 78701
Managed portfolios as part of a team covering the Financials and Telecom Sectors.
Nov 2005 — May 2007
Peer Advisor
1 University Sta, Austin, TX
As a 2nd year student acted as a mentor and guide to 1st year MBA students.
2006 — 2007
Summer Associate  Private Wealth Management
200 West St, New York, NY 10006
Jun 2006 — Aug 2006
Education
Occupations
Advisor
Analyst
Executive
Partner
Counselor
Analysts
Chief Executive
Skills
Portfolio Management
Asset Management
Investments
Investment Management
Asset Allocation
Mutual Funds
Investment Strategies
Finance
Wealth Management
Financial Advisory
Investment Advisory
Capital Markets
Retirement Planning
Financial Modeling
Hedge Funds
Financial Services
Alternative Investments
Fixed Income
Equities
Management
Relationship Management
Financial Analysis
Valuation
Asset Managment
Corporate Finance
Wealth Management Services
401K
Due Diligence
Retirement
Risk Management
Process Engineering
Trading
Securities
Etfs
Pensions
Private Equity
Financial Markets
Financial Planning
Leadership
Project Management
Strategic Planning
Long Distance Running
Sales
Business Development
Macroeconomics
Chartered Financial Analyst
Performance Attribution
Institutional Investments
Salesforce.com
Mba
FAQs about Rob Bessett
What is the main profession of Rob Bessett?
The expert is a Blue Ridge High School.
What jobs is Rob proficient at at?
Rob is a professional Advisor jobs.
Where does Rob Bessett live?
Phoenix, Arizona is the place where Rob Bessett currently lives
Does Rob have the email address?
be**@gmail.com is Rob Bessett's email address.
How many companies did Rob Bessett work at?
The professional worked at 12 jobs.
What education does Rob Bessett have?
Rob studied at the University of Texas at Austin - Red Mccombs School of Business from 2005 to 2007.
What are the certifications of Rob Bessett?
The professional received the following certifications: Cfa Charterholder and License 113884.
What is professional industry that Rob Bessett is connected to?
Rob works in Investment Management industry.