Robert Lima

Robert Lima Email and Phone Number

Business Development Consultant at AssetMark @ AssetMark
concord, california, united states
Robert Lima's Location
Schiller Park, Illinois, United States, United States
Robert Lima's Contact Details

Robert Lima personal email

About Robert Lima

I am a detailed oriented, high performer who relishes contributing to the growth of my firm and community.

Robert Lima's Current Company Details
AssetMark

Assetmark

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Business Development Consultant at AssetMark
concord, california, united states
Website:
assetmark.com
Employees:
640
Robert Lima Work Experience Details
  • Assetmark
    Business Development Consultant
    Assetmark Jul 2024 - Present
    Chicago, Illinois, United States
  • Village Of Schiller Park
    Board Trustee
    Village Of Schiller Park May 2015 - Present
    Chair of Finance/Administration CommitteeParticipates in generating, drafting, and passing local ordinancesInstrumental in producing, maintaining, and monitoring Village budget
  • Morningstar Investment Services Llc
    Business Development Consultant
    Morningstar Investment Services Llc Jun 2021 - Jul 2024
  • Morningstar Investment Services Llc
    Senior Client Service Representative
    Morningstar Investment Services Llc Aug 2020 - Jun 2021
    Chicago, Illinois, United States
    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
  • Forum Financial Management, Lp
    Associate
    Forum Financial Management, Lp Jan 2020 - Aug 2020
    Greater Chicago Area
    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
  • Muller & Monroe Asset Management
    Associate - Client Service, Sales, And Marketing
    Muller & Monroe Asset Management Mar 2019 - Dec 2019
    Greater Chicago Area
    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
  • Rmb Capital
    Institutional Client Service And Marketing – Performance Analytics Associate
    Rmb Capital Jun 2017 - Mar 2019
    Greater Chicago Area
    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
  • Ironbridge Capital Management
    Reporting Analyst: Client Services
    Ironbridge Capital Management Nov 2010 - Jun 2017
    Oakbrook Terrace, Il
    Produces, analyzes, and manages client deliverables processProvides equity research assistance to Portfolio Management TeamProficient in discounted cash flow, valuation, attribution, and performance methods
  • Teach For America
    Health Educator
    Teach For America Jun 2009 - Dec 2009
    Greater Chicago Area
    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

Robert Lima Skills

Performance Attribution Corporate Finance Equity Valuation Statistical Data Analysis

Robert Lima Education Details

  • Marquette University
    Marquette University
    Economics

Frequently Asked Questions about Robert Lima

What company does Robert Lima work for?

Robert Lima works for Assetmark

What is Robert Lima's role at the current company?

Robert Lima's current role is Business Development Consultant at AssetMark.

What is Robert Lima's email address?

Robert Lima's email address is ro****@****ail.com

What schools did Robert Lima attend?

Robert Lima attended Marquette University.

What skills is Robert Lima known for?

Robert Lima has skills like Performance Attribution, Corporate Finance, Equity Valuation, Statistical Data Analysis.

Who are Robert Lima's colleagues?

Robert Lima's colleagues are Brett Donat, Gary Zyla, Eva Miekus, Ashley Morris, Kyle Quintero, Kerry Angle, Erin Harcourt.

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