Senior Consultant
Current
Jan 2021 - Present
AeroLeads people directory · profile
Robert Welling, Cfa Email & Phone Number
Senior Consultant
at
Grandview Analytics
1 work email found
@avivainvestors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Consultant
Location
Greater Chicago Area, United States, United States
Company size
Who is Robert Welling, Cfa? Overview
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Quick answer
Robert Welling, Cfa is listed as Senior Consultant at Grandview Analytics, a company with 7 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at avivainvestors.com and a matched LinkedIn profile for Robert Welling, Cfa.
Robert Welling, Cfa previously worked as Investment Analytics Consultant at Adeptyx Consulting Inc. and Investment Analytics Consultant at Continuus Technologies. Robert Welling, Cfa holds B.S., Finance, Mis from Miami University.
Company email context
Email format at Grandview Analytics
This section adds company-level context without repeating Robert Welling, Cfa's masked contact details.
*@avivainvestors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Robert Welling, Cfa. Compare company email patterns before reaching out.
Profile bio
About Robert Welling, Cfa
Independent Consultant offering a unique background blending experience across institutional investment services and financial technology. CFA charterholder with broad experience across front, middle, and back office financial services, highly focused on systems and cross functional collaboration. Analytical, detail oriented and a quick study with a self-motivated style. Effective blend of technical and analytical skills with a thoughtful, collaborative personal method.
Listed skills include Business Strategy, Investments, Options, Bloomberg, and 15 others.
Current workplace
Robert Welling, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Grandview Analytics
7 roles
Robert Welling, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Analytics Consultant
Sep 2019 - Jan 2021
Investment Analytics Consultant
Aug 2017 - Aug 2019
Investment Analytics Consultant
Advising institutional asset managers in the implementation, enhancement, and customization of proprietary and vendor developed financial risk and analytics systems. Providing analysis on client's current and future investment analytics requirements and then developing and executing a customized project plan to achieve said requirements. Reconciling.
Nov 2015 - Aug 2017
Portfolio Analyst
Assisted directly in the management of the US Investment Grade credit portfolios through portfolio optimization and asset allocation analysis as well as analysis of new issue supply and demand mechanics for use by the senior portfolio manager and our global investment grade team. Supported the Investment Grade, High Yield, and Structured Products fixed.
Aug 2013 - Nov 2015
Fx Junior Trader
Intl Fcstone Inc.
Facilitating in managing a large vanilla and exotic structured trade book to capitalize on and control various market and operational risks. Providing customized structured derivative products and solutions to global broker network across multiple currency pairs. Creating ad hoc hedging solutions for various customer requirements and producing periodic.
Feb 2013 - Aug 2013
Risk Strategist
Intl Fcstone Inc.
Working as support member for various floor and electronic trading teams while concurrently training and putting into practice the theory, risk management, and methodologies of trading as an OTC derivatives dealer and market maker.
Oct 2009 - Feb 2013
Team & coworkers
Colleagues at Grandview Analytics
Other employees you can reach at grandviewanalytics.com. View company contacts for 7 employees →
PK
Pavel Kagan
Colleague at Grandview Analytics
Greater Philadelphia, United States
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JG
John Garvey
Colleague at Grandview Analytics
Madison, Wisconsin, United States, United States
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TC
Tony Celia
Colleague at Grandview Analytics
Chicago, Illinois, United States, United States
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LC
Len Celmer
Colleague at Grandview Analytics
Greater Chicago Area, United States
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KR
Kyle Rocovich
Colleague at Grandview Analytics
Greater Chicago Area, United States
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HE
Harley Esposito
Colleague at Grandview Analytics
Greater Chicago Area, United States
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JP
James Pardee, Cfa
Colleague at Grandview Analytics
Chicago, Illinois, United States, United States
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LB
Louis Brun
Colleague at Grandview Analytics
Lake Forest, Illinois, United States, United States
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VG
Venkat Gorantla
Colleague at Grandview Analytics
Greater Chicago Area, United States
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RC
Ryan Corbett Turner
Colleague at Grandview Analytics
Atlanta, Georgia, United States, United States
View →
Pavel Kagan
Colleague at Grandview Analytics
Greater Philadelphia, United States
View →
JG
John Garvey
Colleague at Grandview Analytics
Madison, Wisconsin, United States, United States
View →
TC
Tony Celia
Colleague at Grandview Analytics
Chicago, Illinois, United States, United States
View →
LC
Len Celmer
Colleague at Grandview Analytics
Greater Chicago Area, United States
View →
KR
Kyle Rocovich
Colleague at Grandview Analytics
Greater Chicago Area, United States
View →
HE
Harley Esposito
Colleague at Grandview Analytics
Greater Chicago Area, United States
View →
JP
James Pardee, Cfa
Colleague at Grandview Analytics
Chicago, Illinois, United States, United States
View →
LB
Louis Brun
Colleague at Grandview Analytics
Lake Forest, Illinois, United States, United States
View →
VG
Venkat Gorantla
Colleague at Grandview Analytics
Greater Chicago Area, United States
View →
RC
Ryan Corbett Turner
Colleague at Grandview Analytics
Atlanta, Georgia, United States, United States
View →
1 education record
Robert Welling, Cfa education
FAQ
Frequently asked questions about Robert Welling, Cfa
Quick answers generated from the profile data available on this page.
What company does Robert Welling, Cfa work for?
Robert Welling, Cfa works for Grandview Analytics.
What is Robert Welling, Cfa's role at Grandview Analytics?
Robert Welling, Cfa is listed as Senior Consultant at Grandview Analytics.
What is Robert Welling, Cfa's email address?
AeroLeads has found 1 work email signal at @avivainvestors.com for Robert Welling, Cfa at Grandview Analytics.
Where is Robert Welling, Cfa based?
Robert Welling, Cfa is based in Greater Chicago Area, United States, United States while working with Grandview Analytics.
What companies has Robert Welling, Cfa worked for?
Robert Welling, Cfa has worked for Grandview Analytics, Adeptyx Consulting Inc., Continuus Technologies, Northwestern Mutual, and Aviva Investors.
Who are Robert Welling, Cfa's colleagues at Grandview Analytics?
Robert Welling, Cfa's colleagues at Grandview Analytics include Pavel Kagan, John Garvey, Tony Celia, Len Celmer, and Kyle Rocovich.
How can I contact Robert Welling, Cfa?
You can use AeroLeads to view verified contact signals for Robert Welling, Cfa at Grandview Analytics, including work email, phone, and LinkedIn data when available.
What schools did Robert Welling, Cfa attend?
Robert Welling, Cfa holds B.S., Finance, Mis from Miami University.
What skills is Robert Welling, Cfa known for?
Robert Welling, Cfa is listed with skills including Business Strategy, Investments, Options, Bloomberg, Leadership, Training, Portfolio Management, and Fx Options.
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