Rob Himmelman

Strategy|Consulting|Wealth Management @Consulting

United StatesBusiness Development ManagerFinancial Analyst👍 Sales & BizDevInvestor Relations🧨 ConsultingPortfolio Manager🏦 FinanceFinancial PlannerBusiness AnalystAssociateAccount Manager
Seasoned professional with Fortune 500 experience in sales, business consulting, wealth management, and banking.
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Work Background
Finance Advisor
Cardone VenturesFinance Advisor
Mar. 2023 - Dec. 2023
Wealth Advisor
TMD Wealth ManagementWealth Advisor
Apr. 2022 - Mar. 2023Scottsdale, Arizona, United States
Financial Consultant
Fidelity InvestmentsFinancial Consultant
Mar. 2021 - Dec. 2021Phoenix, Arizona, United States
Investment Consultant
Fidelity InvestmentsInvestment Consultant
Jul. 2020 - Mar. 2021Phoenix, Arizona, United States
Municipal Bond Sales & Trading
UBSMunicipal Bond Sales & Trading
Apr. 2018 - Jul. 2020Greater New York City Area
Financial Advisor
UBSFinancial Advisor
Dec. 2015 - Mar. 2018Greater New York City Area
Analyst
Related CompaniesAnalyst
Sep. 2013 - Aug. 2014Greater New York City Area
Senior Financial Analyst
L'OréalSenior Financial Analyst
Jun. 2011 - Jul. 2013Greater New York City Area
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