Business Development Consultant
Current
Jul 2024 - Present
AeroLeads people directory · profile
Robert Lima Email & Phone Number
Business Development Consultant
at
AssetMark
1 work email found
@morningstar.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Business Development Consultant
Location
Schiller Park, Illinois, United States
Company size
Who is Robert Lima? Overview
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Quick answer
Robert Lima is listed as Business Development Consultant at AssetMark, a with 640 employees, based in Schiller Park, Illinois, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Robert Lima.
Robert Lima previously worked as Board Trustee at Village Of Schiller Park and Business Development Consultant at Morningstar Investment Services Llc. Robert Lima holds Honors Bachelor Of Arts (Ba), Economics from Marquette University.
Company email context
Email format at AssetMark
This section adds company-level context without repeating Robert Lima's masked contact details.
{first}.{last}@morningstar.com
86% confidence
AeroLeads found 1 current-domain work email signal for Robert Lima. Compare company email patterns before reaching out.
Profile bio
About Robert Lima
I am a detailed oriented, high performer who relishes contributing to the growth of my firm and community.
Listed skills include Performance Attribution, Corporate Finance, Equity Valuation, and Statistical Data Analysis.
Current workplace
Robert Lima's current company
Company context helps verify the profile and gives searchers a useful next step.
Assetmark
9 roles
Robert Lima work experience
A career timeline built from the work history available for this profile.
Board Trustee
Village Of Schiller Park
Chair of Finance/Administration CommitteeParticipates in generating, drafting, and passing local ordinancesInstrumental in producing, maintaining, and monitoring Village budget
Business Development Consultant
Jun 2021 - Jul 2024
Senior Client Service Representative
Provides solutions for inbound phone and email inquiries from Financial Advisors and end clientsIssues consultative support for Financial Advisors regarding their Client Service needsFacilitates time sensitive transactions on behalf of Financial Advisors and end clientsPrimary liaison between internal trade team and advisors for a large custodial relationship
Aug 2020 - Jun 2021
Associate
Provides exclusive analysis, research, and support to a Partner & Senior Advisor of Forum Advisors Builds detailed, ground‐up financial plans for current and prospective clients Optimizes client financial efficiency by analyzing current income, assets, liabilities, and insurance coverage Assists through client‐facing procedures including meetings, outreach, and follow‐up
Jan 2020 - Aug 2020
Associate - Client Service, Sales, And Marketing
Muller & Monroe Asset Management
Supports sales initiatives by spearheading Request for Proposal processProvides actionable research on sales targets including large public pension plans and foundationsCreates and prepares critical material for client and sales target presentationsDelivers analytical insight on internally managed fund-of-funds portfolio to Senior ManagementIncreases organizational and departmental productivity through efficient administrative support
Mar 2019 - Dec 2019
Institutional Client Service And Marketing – Performance Analytics Associate
Fulfills performance, attribution, and characteristics requests for clients, consultants, and Asset Management TeamProvides quantitative support for monthly and quarterly investor letters Provides statistics, charts, and portfolio data for monthly and quarterly factsheets and investor presentationsProvides research assistance to Equity Research Core
Jun 2017 - Mar 2019
Reporting Analyst: Client Services
Ironbridge Capital Management
Produces, analyzes, and manages client deliverables processProvides equity research assistance to Portfolio Management TeamProficient in discounted cash flow, valuation, attribution, and performance methods
Nov 2010 - Jun 2017
Health Educator
Created long-term unit plans and daily lessons based on Illinois State Standards for Health EducationTaught courses in Physical Education, Health, Moral Development, and English
Jun 2009 - Dec 2009
Team & coworkers
Colleagues at AssetMark
Other employees you can reach at assetmark.com. View company contacts for 640 employees →
JL
John Lopez
Colleague at AssetmarkPhoenix, Arizona, United States
View →
MS
Marino Salvi
Colleague at AssetmarkMoraga, California, United States
View →
JV
James V. (Jim) Collins, Cams
Colleague at AssetmarkLouisville Metropolitan Area, United States
View →
KK
Karen Kuang
Colleague at AssetmarkSan Francisco Bay Area, United States
View →
KH
Kaia Hillmann
Colleague at AssetmarkPeoria, Arizona, United States
View →
LR
Lily Resnikoff
Colleague at AssetmarkGreater Phoenix Area, United States
View →
ES
Eric Smith, Mba
Colleague at AssetmarkWesterville, Ohio, United States
View →
NP
Norman Pia
Colleague at AssetmarkLos Angeles Metropolitan Area, United States
View →
JW
Jeremy Wood
Colleague at AssetmarkGreater Syracuse-Auburn Area, United States
View →
DW
Dan Warburton
Colleague at AssetmarkSan Francisco Bay Area, United States
View →
John Lopez
Colleague at AssetmarkPhoenix, Arizona, United States
View →
MS
Marino Salvi
Colleague at AssetmarkMoraga, California, United States
View →
JV
James V. (Jim) Collins, Cams
Colleague at AssetmarkLouisville Metropolitan Area, United States
View →
KK
Karen Kuang
Colleague at AssetmarkSan Francisco Bay Area, United States
View →
KH
Kaia Hillmann
Colleague at AssetmarkPeoria, Arizona, United States
View →
LR
Lily Resnikoff
Colleague at AssetmarkGreater Phoenix Area, United States
View →
ES
Eric Smith, Mba
Colleague at AssetmarkWesterville, Ohio, United States
View →
NP
Norman Pia
Colleague at AssetmarkLos Angeles Metropolitan Area, United States
View →
JW
Jeremy Wood
Colleague at AssetmarkGreater Syracuse-Auburn Area, United States
View →
DW
Dan Warburton
Colleague at AssetmarkSan Francisco Bay Area, United States
View →
1 education record
Robert Lima education
-
Marquette University
FAQ
Frequently asked questions about Robert Lima
Quick answers generated from the profile data available on this page.
What company does Robert Lima work for?
Robert Lima works for AssetMark.
What is Robert Lima's role at AssetMark?
Robert Lima is listed as Business Development Consultant at AssetMark.
What is Robert Lima's email address?
AeroLeads has found 1 work email signal at @morningstar.com for Robert Lima at AssetMark.
Where is Robert Lima based?
Robert Lima is based in Schiller Park, Illinois, United States while working with AssetMark.
What companies has Robert Lima worked for?
Robert Lima has worked for Assetmark, Village Of Schiller Park, Morningstar Investment Services Llc, Forum Financial Management, Lp, and Muller & Monroe Asset Management.
Who are Robert Lima's colleagues at AssetMark?
Robert Lima's colleagues at AssetMark include John Lopez, Marino Salvi, James V. (Jim) Collins, Cams, Karen Kuang, and Kaia Hillmann.
How can I contact Robert Lima?
You can use AeroLeads to view verified contact signals for Robert Lima at AssetMark, including work email, phone, and LinkedIn data when available.
What schools did Robert Lima attend?
Robert Lima holds Honors Bachelor Of Arts (Ba), Economics from Marquette University.
What skills is Robert Lima known for?
Robert Lima is listed with skills including Performance Attribution, Corporate Finance, Equity Valuation, and Statistical Data Analysis.
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