Rob Hartman Email & Phone Number

London, Gb

Coral Gables, Fl, Us

Coral Gables, Fl, Us

Coral Gables, Fl, Us

Boston, Ma, Us

• Analyze ventures on basis of product, market, model, milestones, and team to assess viability for Gap Funding• Develop write-ups for the Advisory Board after meetings with ventures’ CEOs and IDEA’s Investment Committee• Consult with ventures before pitch and give feedback based on additional research and conversations• Lead venture history project initiated to better understand previous ventures and funding rounds• Collaborate and exchange ideas with other IDEA functions such as events, marketing, and operations

New York, New York, Us

• Serviced institutional investor clients by providing models, meeting opportunities, and Goldman Sachs updates• Developed and presented trade ideas to salespeople and research analysts in Boston and New York and solicited feedback• Managed client lists for Boston field trips and conferences and ensured all clients were correctly allocated• Created concise summaries of relevant articles and internal calls for knowledge distribution• Collaborated with other internal teams including equity trading, derivatives trading, and prime brokerage

Boston, Massachusetts, Us

• Initiated and executed data failure process improvement using VBA and SQL to purify data for consumption• Generated content for a data governance platform through contact with GMO employees, vendors, and personal research• Assessed contracts and data sent from vendors, such as Bloomberg and Thomson Reuters, and communicated data needs• Analyzed existing data flows, documented “as is” flows and worked with Senior Data Management to design “to be” flows• Presented progress to and solicited feedback from stakeholders in project, including the co-Heads of Operations

Uniondale, New York, Us

• Developed marketing materials such as flyers, postcards and online advertisements to promote the company• Conducted research and provided lead lists for agents and loan officers to increase lead to client turnover• Educated co-workers on how to use different social media platforms in order to expand their reach• Contacted Open House attendees to arrange meetings for them with agents and loan officer

Cedar Rapids, Ia, Us

• Influenced alumni, graduating seniors, and parents to pledge over $2,000 to Northeastern University via telephone• Determined the right donation amount using personal judgment to assess their willingness to pay• Engaged alumni in conversation on alumni’s career and related to alumni’s experience at Northeastern• Verified donor personal information and processed credit card information

Bachelor Of Science (B.S.), Finance And Management

Summer School Certificate