Rob Bernstein Email & Phone Number

Okatie, SC, US

Melbourne, Victoria, AU

Managing US business with a focus on capital raising and investor relations. Key accomplishments include a fivefold increase in revenues and the establishment of key relationships with institutional investors, consultants, and financial advisors. Responsible for crafting US business strategy, building teams, and diversifying the client base for both public.

Boston, MA, US

Developed and executed capital-raising and client relationship strategies tailored to institutional investors and financial advisors, driving a thirteen-fold increase in firm revenues. Key achievements include establishing relationships with major institutional investors and consultants, successfully launching and expanding the financial advisor business.

Paris, FR

As the Head of Sales for the United States, led the US Distribution team while maintaining direct institutional sales responsibilities, operating in a player-coach capacity. Managed a team of professionals based in New York, Boston, and Chicago. Took charge of assembling a growth-oriented, high-performing, capital raising and investor relations team, and.

New York, NY, US

Started as an individual contributor in direct institutional sales and was promoted to Head of Sales and Business Development, where direct responsibility was held for expanding the institutional investor client base and securing buy ratings at several global institutional consulting firms. While maintaining direct institutional sales responsibilities.