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Robert Connor is listed as Senior Finance Leader | Strategic Business Partner | Financial Planning and Analysis (FP&A) | Business Insights and Analytics | Delivering finance and business solutions to executive management teams at Osaic, based in Mooresville, North Carolina, United States. AeroLeads shows a work email signal at advisorgroup.com and a matched LinkedIn profile for Robert Connor.
Robert Connor previously worked as Head of Corporate Finance at Osaic and Business Group CFO / Chief Administrative Officer / Risk Leader - Executive Vice President at Wells Fargo. Robert Connor holds Master Of Business Administration (Mba) from University Of North Carolina At Charlotte.
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I am a senior finance leader energized by collaborating with and helping executives and leaders achieve our business goals. My favorite work experiences have been engagements where I built, enhanced, and implemented financial planning and analysis processes and teams to support earnings growth and operating efficiencies. My exceptional financial support helps businesses meet clients’ needs through my guidance and consultation on making strategic business decisions and allocating resources. I am skilled in operating in a fluid and time sensitive environment with the ability to create structure and processes for delivering a highly effective finance product.I have experience driving change, transforming finance processes, and developing accountability and transparency with business financial results. I bring a broad business background learning and operating in multiple businesses during my career: wealth management, brokerage, institutional and retail retirement, banking, technology, corporate real estate, corporate finance, and distribution/wholesaling. I am also proficient in risk management, strategic planning, and leading business initiatives through my progressive experiences and leadership roles. One of my greatest enjoyments at work is interacting with my team. I have led small and large teams with a focus on developing and inspiring them. I always strive to propel my leaders in pro-actively serving our businesses and customers and providing them opportunities to grow and shine.
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Charlotte, North Carolina / Phoenix, Arizona
Head corporate finance activities for Osaic (formerly Advisor Group), one of the largest independent networks of wealth management professionals, supporting ~$550B in client assets and 10,000+ financial professionals. Lead, develop and coach teams with 30 professionals. Primary focus includes financial planning and reporting including budgeting.
Charlotte, North Carolina / St Louis, Missouri - United States
Charlotte, North Carolina, United States
Headed financial planning and analysis, decision support, accounting, and incentive administration activities for Wachovia Retirement Services. Built and implemented planning processes and tools to forecast revenue, headcount, personnel costs, and business expenditures improving business engagement, forecasting accuracy and expense management. Planned and.
Charlotte, North Carolina / Nashville, Tennessee / Richmond, VA - United States
Directed finance activities across multiple regional banking groups driving $150 million in income and assessed, priced, and grew $17 billion regional deposit portfolio. Conducted finance activities for regional corporate properties group on bank owned and leased properties with a $100 million expense base. Administered the corporate due diligence process.
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Robert Connor works for Osaic.
Robert Connor is listed as Senior Finance Leader | Strategic Business Partner | Financial Planning and Analysis (FP&A) | Business Insights and Analytics | Delivering finance and business solutions to executive management teams at Osaic.
AeroLeads has found 1 work email signal at @advisorgroup.com for Robert Connor at Osaic.
Robert Connor is based in Mooresville, North Carolina, United States while working with Osaic.
Robert Connor has worked for Osaic, Wells Fargo, Wachovia Corp, and First Union National Bank.
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Robert Connor holds Master Of Business Administration (Mba) from University Of North Carolina At Charlotte.
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