Rob Davis

Rob Davis Email and Phone Number

Fintech and Wealth Management Product Leader
Rob Davis's Location
Downers Grove, Illinois, United States, United States
About Rob Davis

Rob Davis is a Fintech and Wealth Management Product Leader. Colleagues describe him as "Throughout a leadership career, there are certain individuals that you are privileged to work with that make the job easier than it should be, and make it a highly rewarding experience. Rob is one of those individuals, and was a tremendous asset to our team at RBC. His foresight and strategic planning, paired with the tactical means to break a project down, made Rob a solution-oriented individual capable of exceeding expectations on a regular basis. On a multi-year, multi-million dollar project, Rob skillfully led a team of individuals both within and external to the organization. He kept the project team on task, mitigated risks as they arose, was quick to adapt when a change was necessary, and kept his leadership team involved every step of the way. His creative ideas to find solutions, paired with his extensive financial services expertise, make Rob an ideal candidate for any organization. If you are looking for someone who can define a comprehensive strategy, and then provide the executable, tactical results to delivery, Rob will consistently exceed your expectations. I highly recommend Rob for influential, high visibility positions in your organization." and "Rob worked very well in our organization on very complex and demanding projects. He is technically very strong and is also very easy to work with. His projects always finished well and exceeded my expectations. I thoroughly enjoyed having Rob in my group and would really enjoy the opportunity to work with him again!"

Rob Davis's Current Company Details

Fintech and Wealth Management Product Leader
Rob Davis Work Experience Details
  • Inspira Financial
    Senior Director Of Product Management
    Inspira Financial Sep 2021 - Nov 2024
    Oak Brook, Illinois, Us
  • Morningstar
    Director Of Analytics Products
    Morningstar Oct 2019 - Sep 2021
    Chicago, Il, Us
  • Morningstar
    Director Of Product Management, Managed Portfolios
    Morningstar Sep 2017 - Oct 2019
    Chicago, Il, Us
  • Morningstar
    Sr. Product Manager, Managed Portfolios
    Morningstar Oct 2015 - Sep 2017
    Chicago, Il, Us
  • Morningstar
    Sr. Product Manager, Portfolio Management Services And Enterprise Data Management
    Morningstar Apr 2012 - Oct 2015
    Chicago, Il, Us
  • Morningstar
    Product Development Manager, Custom Solutions
    Morningstar Apr 2011 - Apr 2012
    Chicago, Il, Us
  • Thomson Reuters
    Professional Services, Markets Wealth Management
    Thomson Reuters Jan 2010 - Apr 2011
    Toronto, On, Ca
  • Ameriprise Financial
    Product Manager - Managed Products
    Ameriprise Financial Oct 2007 - Dec 2009
    Minneapolis, Mn, Us
  • Rbc Wealth Management
    Sr. Product Analyst - Managed Accounts
    Rbc Wealth Management Oct 2005 - Oct 2007
    Toronto, Ontario, Ca
  • Rbc Wealth Management
    Technical Consultant - Managed Account Operations
    Rbc Wealth Management Mar 2004 - Oct 2005
    Toronto, Ontario, Ca
  • Rbc Wealth Management
    Sr. Associate, Managed Account Operations
    Rbc Wealth Management Feb 2002 - Mar 2004
    Toronto, Ontario, Ca

Rob Davis Skills

Financial Services Portfolio Management Wealth Management Software Development Business Analysis Sdlc Requirements Analysis Project Management Separately Managed Accounts Process Improvement Financial Advisory Functional Specifications Unified Managed Accounts Model Portfolios Leadership Performance Measurement Management Scrum Agile And Waterfall Methodologies

Rob Davis Education Details

  • Bradley University
    Bradley University
    Economics
  • Wu (Vienna University Of Economics And Business)
    Wu (Vienna University Of Economics And Business)
    German

Frequently Asked Questions about Rob Davis

What is Rob Davis's role at the current company?

Rob Davis's current role is Fintech and Wealth Management Product Leader.

What is Rob Davis's email address?

Rob Davis's email address is ro****@****tar.com

What is Rob Davis's direct phone number?

Rob Davis's direct phone number is +165133*****

What schools did Rob Davis attend?

Rob Davis attended Bradley University, Wu (Vienna University Of Economics And Business).

What skills is Rob Davis known for?

Rob Davis has skills like Financial Services, Portfolio Management, Wealth Management, Software Development, Business Analysis, Sdlc, Requirements Analysis, Project Management, Separately Managed Accounts, Process Improvement, Financial Advisory, Functional Specifications.

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