Robert Morelli, Cfa
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Robert Morelli, Cfa Email & Phone Number

Equity Research Associate at Needham & Company at Needham & Company
Location: Minneapolis, Minnesota, United States 6 work roles 1 school
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Current company
Role
Equity Research Associate at Needham & Company
Location
Minneapolis, Minnesota, United States
Company size

Who is Robert Morelli, Cfa? Overview

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Quick answer

Robert Morelli, Cfa is listed as Equity Research Associate at Needham & Company at Needham & Company, a with 225 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Robert Morelli, Cfa.

Robert Morelli, Cfa previously worked as Equity Research Associate at Needham & Company and Associate Investments Manager at Crowdstreet. Robert Morelli, Cfa holds Major: Economics (International Economics) Minor: Statistics from University Of Virginia.

Company email context

Email format at Needham & Company

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Needham & Company

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Profile bio

About Robert Morelli, Cfa

Robert Morelli, Cfa is a Equity Research Associate at Needham & Company at Needham & Company. He possess expertise in communication, financial planning, market research, analytical skills, capital markets and 8 more skills.

Listed skills include Communication, Financial Planning, Market Research, Analytical Skills, and 9 others.

Current workplace

Robert Morelli, Cfa's current company

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Needham & Company
Needham & Company
Equity Research Associate at Needham & Company
new york, new york, united states
Website
Employees
225
AeroLeads page
6 roles

Robert Morelli, Cfa work experience

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

Equity Research Associate

Current

Minneapolis, Minnesota, United States

Jan 2023 - Present

Associate Investments Manager

Portland, Oregon, United States

Feb 2022 - Jan 2023

Investment Analyst

Portland, Oregon, United States

Jul 2020 - Feb 2022

Capital Markets Associate

Portland, Oregon Area

Oct 2019 - Jul 2020
Team & coworkers

Colleagues at Needham & Company

Other employees you can reach at needhamco.com. View company contacts for 225 employees →

1 education record

Robert Morelli, Cfa education

FAQ

Frequently asked questions about Robert Morelli, Cfa

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

What company does Robert Morelli, Cfa work for?

Robert Morelli, Cfa works for Needham & Company.

What is Robert Morelli, Cfa's role at Needham & Company?

Robert Morelli, Cfa is listed as Equity Research Associate at Needham & Company at Needham & Company.

Where is Robert Morelli, Cfa based?

Robert Morelli, Cfa is based in Minneapolis, Minnesota, United States while working with Needham & Company.

What companies has Robert Morelli, Cfa worked for?

Robert Morelli, Cfa has worked for Needham & Company, Crowdstreet, Principal Financial Group, and Fisher Investments.

Who are Robert Morelli, Cfa's colleagues at Needham & Company?

Robert Morelli, Cfa's colleagues at Needham & Company include A Tu, Khasraw Batool, Salma Hossain, Nicole Spayde, and Kareem Ali.

How can I contact Robert Morelli, Cfa?

You can use AeroLeads to view verified contact signals for Robert Morelli, Cfa at Needham & Company, including work email, phone, and LinkedIn data when available.

What schools did Robert Morelli, Cfa attend?

Robert Morelli, Cfa holds Major: Economics (International Economics) Minor: Statistics from University Of Virginia.

What skills is Robert Morelli, Cfa known for?

Robert Morelli, Cfa is listed with skills including Communication, Financial Planning, Market Research, Analytical Skills, Capital Markets, Commercial Real Estate, Finance, and Microsoft Powerpoint.

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