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Robert Candler Email & Phone Number
Digital Client Experience Expert
at
F2 Strategy
1 work email found
@bernstein.com
5 phones found area 212 and 310
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Digital Client Experience Expert
Location
New York, New York, United States
Company size
Who is Robert Candler? Overview
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Quick answer
Robert Candler is listed as Digital Client Experience Expert at F2 Strategy, a company with 137 employees, based in New York, New York, United States. AeroLeads shows a work email signal at bernstein.com, phone signal with area code 212, 310, and a matched LinkedIn profile for Robert Candler.
Robert Candler previously worked as Head of Digital Client Experience at Bernstein Private Wealth Management and Director, Digital Strategies at Bernstein Private Wealth Management. Robert Candler holds Executive Education, Artificial Intelligence: Business Strategies And Applications from University Of California, Berkeley, Haas School Of Business.
Company email context
Email format at F2 Strategy
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{first}.{last}@bernstein.com
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Profile bio
About Robert Candler
Proven leader in strategy, design, execution, and adoption of digital customer-journey-based experiences. Most recently responsible for wealth management digital portal via web and mobile apps, sales enablement technology, client reporting platform, and customer behavioral analytics. Enjoy operating at the intersection of sales, technology, and operations to identify opportunities for increased customer engagement and improved experiences resulting in revenue growth and cost savings. More than 20 years of experience leading and managing cross-functional product development and UX design teams delivering high-impact initiatives.
Listed skills include Strategic Planning, Investments, Financial Modeling, Process Improvement, and 25 others.
Current workplace
Robert Candler's current company
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F2 Strategy
11 roles
Robert Candler work experience
A career timeline built from the work history available for this profile.
Digital Client Experience Expert
CurrentResponsible for advising clients on designing and enhancing digital interactions between a company, employees, and clients across various platforms - specifically in understanding behaviors, preferences, and pain points to create seamless, intuitive, and engaging digital experiences. Deep knowledge on the architecture, technology, people, and processes.
Jan 2024 - Present
Head Of Digital Client Experience
Developed experience for client mobile application and website grounded in research-driven insights and data by leading cross-functional teams including product owners, marketing, UX/UI, development, and QA Directly managed product and UX teams developing strategies based on user research, digital design testing, service design testing, prototyping and.
Sep 2018 - Feb 2023
Director, Digital Strategies
Led the strategy and execution of an enhanced and empowered client experience using digital tools Product Manager for a client mobile application leading cross-functional teams including Sales, Support, Marketing, UX/UI, development, and QA utilizing an Agile approachProduct Manager for the client-side of our website with a focus on developing more.
May 2017 - Sep 2018
Vice President, Digital Strategy
Led a multi-million dollar Salesforce implementation focused on completely overhauling how financial advisors and support teams perform business development and client service activities. Responsible for all aspects of developing the strategy and execution. Developed and led the implementation of training and change management aspects for all 625 users in.
Nov 2014 - Apr 2017
Vice President
Marvin Traub Associates Llc
Identified and qualified key strategic opportunities for a specialty retailer with $300 million in annual revenues in order to increase profit margins of existing product lines, identify white space within the market for new products, and improve relationships with suppliersOperations lead for emerging lifestyle brand leading marketing, communications.
Mar 2011 - Oct 2014
Jun 2009 - May 2011
Vice President / Business Analyst
Led cross-departmental, two-year project to completely overhaul new relationship establishment in the $100 billion Private Client business unit, successfully realigning business processes, culture, and technology systems to improve client experiences and reduce costs.Designed presentation materials and led training of new process initiatives for more than.
Oct 2006 - Jun 2009
Senior Private Client Associate
Supported and analyzed hedge fund products and processes on a national level, including providing training to over 550 financial advisors and associates, developing product and industry presentation materials for both internal and external conferences, and managing monthly transactions within the funds.Analyzed and recommended potential new investment.
Mar 2005 - Oct 2006
Private Client Associate
Supported two senior financial advisors who managed more than $1.5 billion of client relationships invested in a suite of proprietary on and off-shore equity and fixed income services.Delivered best-in-class service to clients through capital market overviews, reassessment of current asset allocation, and review of account performance.Acted as the liaison.
Mar 2004 - Mar 2005
Assistant Trader
Jun 2003 - Feb 2004
Team & coworkers
Colleagues at F2 Strategy
Other employees you can reach at f2strategy.com. View company contacts for 137 employees →
CM
Chris Mcdonough
Colleague at F2 StrategySt Petersburg, Florida, United States, United States
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MB
Michael Bartoshevich
Colleague at F2 StrategyNashua, New Hampshire, United States, United States
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DS
Douglas Schappi
Colleague at F2 StrategyLancaster, South Carolina, United States, United States
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AP
Amanda Perry
Colleague at F2 StrategyReno, Nevada, United States, United States
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JB
Jessica Brar, Cfp®
Colleague at F2 StrategySan Jose, California, United States, United States
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LW
Lizzie Wiley
Colleague at F2 StrategyUnited States, United States
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KW
Kyle Williams
Colleague at F2 StrategyGreater St. Louis, United States
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MF
Michaela Finneveros
Colleague at F2 StrategyUnited States, United States
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CC
Chris Candelaria
Colleague at F2 StrategySan Francisco Bay Area, United States
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DM
Dave Malone
Colleague at F2 StrategyEtobicoke, Ontario, Canada, Canada
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Chris Mcdonough
Colleague at F2 StrategySt Petersburg, Florida, United States, United States
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MB
Michael Bartoshevich
Colleague at F2 StrategyNashua, New Hampshire, United States, United States
View →
DS
Douglas Schappi
Colleague at F2 StrategyLancaster, South Carolina, United States, United States
View →
AP
Amanda Perry
Colleague at F2 StrategyReno, Nevada, United States, United States
View →
JB
Jessica Brar, Cfp®
Colleague at F2 StrategySan Jose, California, United States, United States
View →
LW
Lizzie Wiley
Colleague at F2 StrategyUnited States, United States
View →
KW
Kyle Williams
Colleague at F2 StrategyGreater St. Louis, United States
View →
MF
Michaela Finneveros
Colleague at F2 StrategyUnited States, United States
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CC
Chris Candelaria
Colleague at F2 StrategySan Francisco Bay Area, United States
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DM
Dave Malone
Colleague at F2 StrategyEtobicoke, Ontario, Canada, Canada
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4 education records
Robert Candler education
Executive Education, Artificial Intelligence: Business Strategies And Applications
University Of California, Berkeley, Haas School Of Business
Mba, Finance, Marketing, And Strategy
Nyu Stern School Of Business
Bs, Business
Wake Forest University
Education record
The Westminster Schools
FAQ
Frequently asked questions about Robert Candler
Quick answers generated from the profile data available on this page.
What company does Robert Candler work for?
Robert Candler works for F2 Strategy.
What is Robert Candler's role at F2 Strategy?
Robert Candler is listed as Digital Client Experience Expert at F2 Strategy.
What is Robert Candler's email address?
AeroLeads has found 1 work email signal at @bernstein.com for Robert Candler at F2 Strategy.
What is Robert Candler's phone number?
AeroLeads has found 5 phone signal(s) with area code 212, 310 for Robert Candler at F2 Strategy.
Where is Robert Candler based?
Robert Candler is based in New York, New York, United States while working with F2 Strategy.
What companies has Robert Candler worked for?
Robert Candler has worked for F2 Strategy, Bernstein Private Wealth Management, Marvin Traub Associates Llc, Nyu Stern School Of Business, and Banc Of America Securities.
Who are Robert Candler's colleagues at F2 Strategy?
Robert Candler's colleagues at F2 Strategy include Chris Mcdonough, Michael Bartoshevich, Douglas Schappi, Amanda Perry, and Jessica Brar, Cfp®.
How can I contact Robert Candler?
You can use AeroLeads to view verified contact signals for Robert Candler at F2 Strategy, including work email, phone, and LinkedIn data when available.
What schools did Robert Candler attend?
Robert Candler holds Executive Education, Artificial Intelligence: Business Strategies And Applications from University Of California, Berkeley, Haas School Of Business.
What skills is Robert Candler known for?
Robert Candler is listed with skills including Strategic Planning, Investments, Financial Modeling, Process Improvement, Project Management, Portfolio Management, Financial Analysis, and Equities.
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