Rob Plaza is a highly qualified expert, that works in Keybank main office of which is in 618. as a Senior Vice President - Director, Equity Research since 2010. Rob has earned professional experience in more than nine positions at various companies. Rob Plaza went to the Northern Illinois University and received education to 1996. Rob Plaza has such qualifications as Chartered Financial Analyst. Cleveland, Ohio is the city, where this person was known to live. This expert's phone number and email are easily accessed through this website on demand.
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Robert Plaza
Last updated Jun 15, 2024
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Work History
Senior Vice President - Director, Equity Research
127 Public Sq, Cleveland, OH 44114
Performed quantitative and fundamental research on sectors, industries, and individual stocks.
Identified top-down, long-term investment themes across all sectors.
Built and maintained qu...
Aug 2010 — May 2019
Senior Equity Research Analyst and Partner
Initiated coverage and followed small cap stocks in the consumer and healthcare sectors.
Created detailed financial models and research reports for each company covered.
Pitched new ideas...
Dec 2009 — Aug 2010
Senior Equity Research Analyst
10 south Riverside Plz SUITE 1600, Chicago, IL 60606
Performed fundamental equity research on small, mid, and large cap stocks in the consumer discretionary sector, maintaining a coverage list of approximately 40 stocks.
Published equity res...
Aug 2003 — Aug 2010
Research Analyst and Financial Consultant
Headed the fundamental research activities of a financial consultant team
Researched, stocks, bonds, external managers, and alternative investments.
Assessed client objectives and risk to...
Jul 2002 — Aug 2003
Equity Research Analyst
22 west Washington St, Chicago, IL 60602
Covered stocks in the industrials, healthcare, software, utilities, and energy industries.
Wrote research reports focused on valuation, economic moats, business risks, and margin of safety...
Jul 2000 — Jul 2002
Research Analyst
6700 Antioch Rd SUITE 420, Merriam, KS 66202
Created individual client reports analyzing risk, financial performance, and valuation.
Wrote commentary on equity markets, economic conditions, and client performance.
Authored mutual fu...
Dec 1999 — Jul 2000
Financial Analyst
6200 Sprint Pkwy, Overland Park, KS 66251
Assessed the financial and risk characteristics of wireless network projects.
Helped create the annual budget process for Sprint’s wireless network build-out.
Audited vendor contracts and...
May 1999 — Dec 1999
Financial Analyst
160 north La Salle St, Chicago, IL 60601
Researched complex financial issues involving regulated, investor-owned utilities.
Provided expert witness testimony in rates cases, capital issuances, and acquisitions.
Jun 1996 — May 1999
Education
Occupations
Financial Broker
Portfolio Manager
Executive
Senior Vice President
Director
Construction
Investment Analyst
Financial Analyst
Vice President
Chief Executive
Operations Manager
Skills
Equities
Finance
Equity Research
Portfolio Management
Investments
Asset Allocation
Valuation
Financial Modeling
Financial Analysis
Asset Management
Equity Valuation
Capital Markets
Investment Management
Investment Strategies
Securities
Alternative Investments
Bonds
Investment Advisory
Wealth Management
Mutual Funds
Fixed Income
Private Equity
Asset Managment
Business Strategy
Financial Markets
Hedge Funds
Bloomberg
Investment Banking
Series 7
Derivatives
Credit Analysis
Financial Services
Options
Investor Relations
Financial Risk
Credit
Chartered Financial Analyst
Economics
Dcf
Financial Statement Analysis
Institutional Investments
Financial Advisory
Trading
FAQs about Rob Plaza
What is the profession of Rob Plaza?
This professional's job is Equity Portfolio Manager
What jobs is Rob Plaza proficient at at?
Rob is proficient at Financial Broker and Portfolio Manager jobs.
Where is Rob Plaza located?
Rob Plaza is currently located in Cleveland, Ohio.
Does the professional have the email address?
ro**@yahoo.com is Rob's email address.
How many companies did Rob Plaza work at?
Rob Plaza worked at nine jobs.
What education does Rob Plaza have?
Rob studied at the Northern Illinois University to 1996.
What are the certifications of Rob Plaza?
Rob Plaza received the following certifications: Chartered Financial Analyst.
What is professional industry that Rob Plaza is connected to?
This professional works in Investment Management industry.