Robert Depalma

Financial Advisor

Robert Depalma is a highly qualified expert, who works in Wolf Financial Services main office of which is in 404. as a Financial Advisor since 2018. This person gained professional experience in more than seven positions at various companies. Robert Depalma went to the University of Michigan, Ann Arbor, Mi and received education. Pittsburgh, Pennsylvania is the city, where this person was lastly known to be settled. The person's phone and email can be easily accessed through this website on demand.
Name variants:
Bob Depalma, Bobbie Depalma, Bobby Depalma, Dob Depalma, Rob Depalma, Robbie Depalma, Robby Depalma, Robin Depalma, Bert Depalma, Bertie Depalma
Last updated Jun 15, 2024

Contact Information

Last Update
Jul 5, 2022
Email
rm**@gmail.com, ro**@raymondjames.com
Location
Pittsburgh, PA
Company
Wolf Financial Services

Workplace

Financial Advisor

Work History

Financial Advisor

463 Brush Run Rd SUITE 200, Greensburg, PA
from May 2018

Financial Advisor

from May 2018

Partner at Macduff Capital

Provide advisement and placement agent services to private equity, infrastructure, distressed and hedge fund managers seeking to raise capital. Began this venture with a former TCW colleague...
2010 — Dec 2017

Director of Marketing

Recruited to grow sales and create marketing programs as a knowledgeable consultant in development of a comprehensive system to raise capital and lay the foundation for investment realizati...
2011 — 2013

New York, Ny

2929 Arch St, Philadelphia, PA 19104
Oversaw business development, along with another managing director partner, for a distressed MBS manager, taking advantage of opportunities after the collapse of the mortgage industry.
2009 — 2010

Senior Managing Director

622 3Rd Ave, New York, NY 10017
Enhanced institutional exposure and established new client and consultant relationships for a deep value focused investment management firm.
2007 — 2008

Vice President

865 south Figueroa St SUITE 1800, Los Angeles, CA 90017
1999 to 2007: Vice President Began tenure working in the back office and was hired internally after completion of an intensive training program to bring leadership and direction in the setup...
1995 — 2007

Occupations

Financial Broker
Financial Consultant
Financial Services Professional
Financial Services Sales Agent

Skills

Investments
Asset Management
Working Capital Management
Grow Client Base
Influence Key Decision Makers
Foundations and Endowments
Risk Analysis/Mitigation
Cultivate Lasting Client Partnerships
Institutional/Private Business Exposure
Establish Strong Industry Footprint
Strategic Sales
Prospecting/Lead Generation
Institutional Relationship Growth
Market Penetration
Requirements Gathering
Business Management
Communications
Portfolio Management
World Class Client Service
Finance
Investment Management
Mutual Funds
Management
Fixed Income
Venture Capital
Mergers and Acquisitions
Business Development
Alternative Investments
Investment Strategies
Equities
Private Equity
Capital Markets
Securities
Login