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Robert Macdonald, Cima® Email & Phone Number

Custom Asset Management Specialist at Zacks Investment Management
Location: Greater Asheville, United States, United States 3 work roles 2 schools
1 work email found @zacks.com 1 phone found area 727 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@zacks.com
Direct phone (727) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Zacks Investment Management
Role
Custom Asset Management Specialist
Location
Greater Asheville, United States, United States
Company size
103 employees

Who is Robert Macdonald, Cima®? Overview

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Quick answer

Robert Macdonald, Cima® is listed as Custom Asset Management Specialist at Zacks Investment Management, a company with 103 employees, based in Greater Asheville, United States, United States. AeroLeads shows a work email signal at zacks.com, phone signal with area code 727, and a matched LinkedIn profile for Robert Macdonald, Cima®.

Robert Macdonald, Cima® previously worked as Senior Internal Wholesaler at Franklin Templeton Investments and Senior Sales Trainer at Transamerica. Robert Macdonald, Cima® holds Business from Rutgers University-New Brunswick.

Company email context

Email format at Zacks Investment Management

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*@zacks.com
68% confidence

AeroLeads found 1 current-domain work email signal for Robert Macdonald, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Robert Macdonald, Cima®

Competitive, coach-able, disciplined, goal-oriented, and works well under pressure are just a few of the life-long skills honed from my years as an athlete. A consummate team player, I have the confidence and commitment to succeed. As a Senior Internal Wholesaler for Franklin Templeton Investments, I use these skills to meet and exceed my goals. I have the ability to convey complex ideas into simple ones, which helps build relationships with my clients and act as their trusted partner. Always striving for success, I’m a top performer. With focus, integrity, resiliency and knowledge, I’ve successfully transitioned from Connecticut to Metro New City to Western North Carolina with ease. No stranger to competition, I enjoy participating in Franklin Templeton’s Competitive Selling Series contests as well as the challenge of presenting at National Sales Meetings. Areas of Expertise:Mutual Funds | Solution-based Selling | Sales | 529 Funds | ETF | SMA | Annuities | Variable Universal Life | Insurance | Consultative Selling | Business Planning & Development | Relationship Development | Training & Development | Presentation Skills | Business Acumen | Customer Relationship Management (CRM) | Sales Strategy | Microsoft Office; Word, Excel, PowerPoint & Outlook

Listed skills include Mutual Funds, Series 7, Series 63, Investments, and 22 others.

Current workplace

Robert Macdonald, Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Zacks Investment Management
Zacks Investment Management
Custom Asset Management Specialist
chicago, illinois, united states
Website
zackswmg.com
Employees
103
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Company profile
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3 roles · 26 years

Robert Macdonald, Cima® work experience

A career timeline built from the work history available for this profile.

Senior Internal Wholesaler

Franklin Templeton Investments

Tampa/St. Petersburg, Florida Area

  • Work with financial advisors to promote Franklin Templeton products. Design and personalize sales concepts based on advisor profiles and their respective firm’s focus. Analyze sales and asset reports to determine.
  • 59% increase in territory sales over four years
  • Top 25% in company for sales performanceMetro New York City – 2009-2016:
  • Averaged $400M in new sales over eight years
  • #1 in Municipal Bond Sales within companyWestern North Carolina/Upstate South Carolina – 2016–present:
  • Average $350M in new sales over four years
2005 - Nov 2020

Senior Sales Trainer

Transamerica

(formally Aegon)

  • Senior Sales Trainer
  • Responsible for hiring and training all new Sales Support team members
  • Developed internal tools/training manuals to assist Sales Support staff and increase productivity
  • Served as resource for other company departments due to my extensive WRL product knowledge (VUL, UL, Term, fixed and variable annuity)
  • Worked with outside broker/dealers to develop business relationships specializing in both fixed and variable annuities, as well as fixed and variable life insurance products
  • Provided sales support and education for sales force of over 15,000 licensed agents
2000 - 2005 ~5 yrs
Team & coworkers

Colleagues at Zacks Investment Management

Other employees you can reach at zackswmg.com. View company contacts for 103 employees →

JJ Jim Jones Jim Jones Colleague at Zacks Investment ManagementNashville Metropolitan Area, United States View → EK Edward Kipp Edward Kipp Colleague at Zacks Investment ManagementColorado Springs, Colorado, United States, United States View → WH Wayne Hoffman Wayne Hoffman Colleague at Zacks Investment ManagementNaperville, Illinois, United States, United States View → DR Don Ralph Don Ralph Colleague at Zacks Investment ManagementGreater Chicago Area, United States View → AF Andre Foy Andre Foy Colleague at Zacks Investment ManagementDenver Metropolitan Area, United States View → LC Laurent Cohen Laurent Cohen Colleague at Zacks Investment ManagementDes Plaines, Illinois, United States, United States View → YB Yamini B Yamini B Colleague at Zacks Investment ManagementRockford, Illinois, United States, United States View → CG Chris Glass Chris Glass Colleague at Zacks Investment ManagementDallas, Texas, United States, United States View → DK David Koty David Koty Colleague at Zacks Investment ManagementBrentwood, Tennessee, United States, United States View → YM Yoni Maltsman Yoni Maltsman Colleague at Zacks Investment ManagementPittsburgh, Pennsylvania, United States, United States View →
2 education records

Robert Macdonald, Cima® education

FAQ

Frequently asked questions about Robert Macdonald, Cima®

Quick answers generated from the profile data available on this page.

What company does Robert Macdonald, Cima® work for?

Robert Macdonald, Cima® works for Zacks Investment Management.

What is Robert Macdonald, Cima®'s role at Zacks Investment Management?

Robert Macdonald, Cima® is listed as Custom Asset Management Specialist at Zacks Investment Management.

What is Robert Macdonald, Cima®'s email address?

AeroLeads has found 1 work email signal at @zacks.com for Robert Macdonald, Cima® at Zacks Investment Management.

What is Robert Macdonald, Cima®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 727 for Robert Macdonald, Cima® at Zacks Investment Management.

Where is Robert Macdonald, Cima® based?

Robert Macdonald, Cima® is based in Greater Asheville, United States, United States while working with Zacks Investment Management.

What companies has Robert Macdonald, Cima® worked for?

Robert Macdonald, Cima® has worked for Zacks Investment Management, Franklin Templeton Investments, and Transamerica.

Who are Robert Macdonald, Cima®'s colleagues at Zacks Investment Management?

Robert Macdonald, Cima®'s colleagues at Zacks Investment Management include Jim Jones, Edward Kipp, Wayne Hoffman, Don Ralph, and Andre Foy.

How can I contact Robert Macdonald, Cima®?

You can use AeroLeads to view verified contact signals for Robert Macdonald, Cima® at Zacks Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Robert Macdonald, Cima® attend?

Robert Macdonald, Cima® holds Business from Rutgers University-New Brunswick.

What skills is Robert Macdonald, Cima® known for?

Robert Macdonald, Cima® is listed with skills including Mutual Funds, Series 7, Series 63, Investments, Wealth Management, Asset Allocation, Equities, and Alternative Investments.

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