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Robert (Rob) P. Email & Phone Number
Managing Director, Wealth Operations and Innovation
at
United Community
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✓ Verified August 2026
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Current company
Role
Managing Director, Wealth Operations and Innovation
Location
Greenville, South Carolina, United States
Who is Robert (Rob) P.? Overview
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Quick answer
Robert (Rob) P. is listed as Managing Director, Wealth Operations and Innovation at United Community, based in Greenville, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Robert (Rob) P..
Robert (Rob) P. previously worked as SVP | Director, Wealth Management Operations at Washington Trust Bank and Senior Vice President | Private Bank Business Management & Strategy Manager at Huntington National Bank. Robert (Rob) P. holds Csop, Certified Securities Operations Professional from Cannon Financial Institute.
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Email format at United Community
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United Community
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Profile bio
About Robert (Rob) P.
Experienced Wealth Management Executive with twenty+ years of success in Banking and the Wealth Management & Trust industry. Strong Operations leader focused on ‘people and experience’ to create and lead high performing teams through small and large scale strategic initiatives (including mergers and acquisitions) and day-to-day functions. Fosters culture of collaboration/teamwork, continuous improvement, accountability, and outstanding internal and external client service and satisfaction through strengths-based leadership coaching. FIRMA Member and Chair of FIRMA Operations Peer Group, Past Chair of the Michigan Bankers Association Trust Retirement Committee, Member American Bankers Association with Certified Securities Operations Professional (CSOP) designation and Certified Trust Operations Professional (CTOP™) designation.
Listed skills include Leadership, Auditing, Team Building, Powerpoint, and 45 others.
Current workplace
Robert (Rob) P.'s current company
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8 roles
Robert (Rob) P. work experience
A career timeline built from the work history available for this profile.
Managing Director, Wealth Operations And Innovation
Oversight of all operational, reporting, and client service activities within United Community Wealth. Key member of the Wealth executive leadership team and serves as strategic leader for enhancing the advisor and client experience.
Svp | Director, Wealth Management Operations
Mar 2022 - Mar 2024
Senior Vice President | Private Bank Business Management & Strategy Manager
2021 Huntington acquisition of TCF Bank.
Jun 2021 - Mar 2022
Senior Vice President | Director, Wealth Resources & Operations - Tcf National Bank
TCF and Chemical Bank MergerLeading all aspects of TCF Wealth operations, shared services (Wealth Resources), and Innovation and Intelligence functions. Responsibilities include strategic large-scale projects, financial reporting including budgeting and forecasting, operations & internal control/risk management, complex problem solving, vendor management, and implementation and execution of divisional OKRs.
Aug 2020 - Jun 2021
First Vice President | Director, Wealth Resources & Operations - Chemical Bank
Leading all aspects of Chemical Bank, a division of TCF National Bank, Wealth Management’s operations, shared services (Wealth Resources), and financial reporting functions. Responsibilities include strategic large-scale projects, operations & internal control management, complex problem solving, vendor management, and implementation and execution of the shared services strategy.
Sep 2019 - Aug 2020
First Vice President | Director Of Trust & Retirement Plan Services (Rps) Operations - Chemical Bank
Oct 2014 - Sep 2019
Assistant Vice President | Manager Of Trust Operations
May 2003 - Oct 2014
2 education records
Robert (Rob) P. education
Csop, Certified Securities Operations Professional
Cannon Financial Institute
Associate'S Degree, Business Management, Marketing, Sales
Erie Business Center
FAQ
Frequently asked questions about Robert (Rob) P.
Quick answers generated from the profile data available on this page.
What company does Robert (Rob) P. work for?
Robert (Rob) P. works for United Community.
What is Robert (Rob) P.'s role at United Community?
Robert (Rob) P. is listed as Managing Director, Wealth Operations and Innovation at United Community.
Where is Robert (Rob) P. based?
Robert (Rob) P. is based in Greenville, South Carolina, United States while working with United Community.
What companies has Robert (Rob) P. worked for?
Robert (Rob) P. has worked for United Community, Washington Trust Bank, Huntington National Bank, and Northwest Savings Bank.
How can I contact Robert (Rob) P.?
You can use AeroLeads to view verified contact signals for Robert (Rob) P. at United Community, including work email, phone, and LinkedIn data when available.
What schools did Robert (Rob) P. attend?
Robert (Rob) P. holds Csop, Certified Securities Operations Professional from Cannon Financial Institute.
What skills is Robert (Rob) P. known for?
Robert (Rob) P. is listed with skills including Leadership, Auditing, Team Building, Powerpoint, Banking, Accounting, Business Relationship Management, and Shared Services.
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