Robert Rota Email and Phone Number
Robert Rota work email
- Valid
Robert Rota personal email
I am a dual masters student at the University of Texas at Dallas working to earn my MBA and MS in Business Analytics. Presently and over the past year, I have worked at Chaucer Global, a boutique venture capital company in Austin, TX. There I have helped portfolio companies navigate the difficulties of fundraising and managing their day-to-day operations. I am also responsible for properly evaluating new investment opportunities and determining the most prudent allocation of capital. In May of 2021, I graduated with a corporate finance degree from the University of Texas at Austin - McCombs School of Business. During my undergraduate, I was president of my fraternity and interned at Smith Anglin, a holistic wealth management firm. I am skilled in leadership, teamwork, and the entire office suite of tools, especially Excel. I enjoy learning about and working in finance, and I love trying to solve problems with data and statistics.
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
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Associate Portfolio ManagerCharles Schwab Jun 2024 - PresentWestlake, Texas, Us
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Schwab Asset Management Personalized Indexing InternCharles Schwab Jun 2023 - Aug 2023Westlake, Texas, Us
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Financial AnalystChaucer Global Nov 2021 - May 2023Austin, Texas, UsChaucer Global is a boutique venture capital firm that specializes in introducing domestic consumer brands to foreign markets.• Create financial models and craft business plans for domestic and international portfolio companies• Construct pitch decks and facilitate the fundraising process for multiple early-stage companies• Provide in-depth data analysis and operation support for one of the firm’s largest investments in China• Conduct due diligence and venture valuation on potential new investments, guiding decision-making• Value, track and monitor the performance of over 20 portfolio companies and investments -
Market Research InternChaucer Global Jun 2021 - Nov 2021Austin, Texas, Us• Conduct market and company research and analysis• Perform required financial analyses and modeling• Prepare and conduct presentations for portfolio company executives, boards, and investors
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Business Operations InternSmith Anglin Financial Jun 2020 - Jan 2021Dallas, Tx, UsSmith Anglin is a full-service wealth management firm ranked among the top 300 Financial Advisors by FT.• Assisted in the creation of monthly funding reporting packages delivered to the partners of the firm• Evaluated and analyzed the churn rate of clients over a ten-year period• Created and presented a statistical analysis of interactions between the sales team and prospects to determine the optimum number of interactions to secure a sale• Assisted the billing department with reconcilements and partial billing calculations -
President - Delta Mu ChapterTheta Chi Fraternity Dec 2019 - Dec 2020Carmel, Indiana, Us• Oversaw the executive council, guiding the decision-making process for the fraternity• Lead the fraternity and direct committee chairmen and executive council members to achieve a set of stated goals• Acted as a figurehead for the fraternity, representing the organization on a local level within the University and Greek system -
Treasurer - Delta Mu ChapterTheta Chi Fraternity Dec 2018 - Dec 2019Carmel, Indiana, Us• Produced a budget bi-annually, allocating the appropriate funds to various committees• Managed due collections and recorded expenses totaling over $80,000 annually• Filed taxes for the fraternity in order to maintain tax exempt status
Robert Rota Skills
Robert Rota Education Details
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Naveen Jindal School Of Management, Ut DallasMaster Of Business Administration - Mba -
Texas Mccombs School Of BusinessCorporate Finance
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Naveen Jindal School Of Management, Ut DallasMs In Business Analytics
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Jesuit Dallas
Frequently Asked Questions about Robert Rota
What company does Robert Rota work for?
Robert Rota works for Charles Schwab
What is Robert Rota's role at the current company?
Robert Rota's current role is Associate Portfolio Manager at Charles Schwab.
What is Robert Rota's email address?
Robert Rota's email address is ro****@****wab.com
What schools did Robert Rota attend?
Robert Rota attended Naveen Jindal School Of Management, Ut Dallas, Texas Mccombs School Of Business, Naveen Jindal School Of Management, Ut Dallas, Jesuit Dallas.
What skills is Robert Rota known for?
Robert Rota has skills like Leadership, Microsoft Office, Teamwork, Microsoft Word, Microsoft Excel.
Who are Robert Rota's colleagues?
Robert Rota's colleagues are Daniel Paliga, Sayer M. Hawn, Nayeem Qureshi, Jon Gruber, Kyle Schneider, Jeremy Schoenhoft, Gregg Strong.
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