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Robert Pero Iii Email & Phone Number
Internal Advisor Consultant
at
First Eagle Investments
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Internal Advisor Consultant
Location
Toms River, New Jersey, United States
Company size
Who is Robert Pero Iii? Overview
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Quick answer
Robert Pero Iii is listed as Internal Advisor Consultant at First Eagle Investments, a with 522 employees, based in Toms River, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Robert Pero Iii.
Robert Pero Iii previously worked as Private Wealth Management Advisor at Equitable Advisors and Leveraged Debt Analyst at Bny Mellon. Robert Pero Iii holds Bachelor'S Degree, Finance, Senior from Penn State University.
Company email context
Email format at First Eagle Investments
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First Eagle Investments
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Profile bio
About Robert Pero Iii
I am a recent Finance Graduate from Penn State, currently working in Private Wealth Management. Having passed the SIE and Series 7 exams, I’m working towards earning my Certified Financial Planner (CFP) designation to further expand my expertise. I am also passionate about options trading and actively developing my skills in that area. I’m dedicated to helping clients achieve their financial goals while continuing to grow professionally in the finance industry.
Current workplace
Robert Pero Iii's current company
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First Eagle Investments
7 roles
Robert Pero Iii work experience
A career timeline built from the work history available for this profile.
Private Wealth Management Advisor
Current
May 2024 - Present
Leveraged Debt Analyst
- Analyzed data for Collateral Loan Obligation deals on Solvas software and Microsoft Excel- Created first reports by the deadline of the effective date for the Collateral Managers- Serviced CLO deals by running tests and calculations, in order to recognize changes that need to be made in the asset pool
Jun 2023 - Aug 2023
Financial Advisor
- Performed various administrative tasks, completed financial market research, and communicated with potential clients and business partners daily- Investigated investment opportunities, monitored the performance of all portfolios, and reviewed monthly financial statements of clients- Learned and established company key values such as client privacy and protection
May 2022 - Aug 2022
Financial Advisor
May 2021 - Jul 2021
Member
Penn State Derivatives Association
- Participated in finance club where meetings about derivatives are taught to break down the basics on options trading.- Enhanced knowledge of commodities, swaps, asset-backed securities, types of options, and an overall understanding of derivatives trading via weekly lectures presented by executive board members, sector-specific trading synopses, and market update reports.
Sep 2020 - May 2021
Member
Penn State Fixed Income Association
- Finance club where students seek to learn the fundamentals of credit analysis via a hands-on approach by researching, analyzing and pitching U.S. leveraged loans to the rest of the organization.
Sep 2020 - May 2021
2 education records
Robert Pero Iii education
Bachelor'S Degree, Finance, Senior
Education record
Toms River High School East
FAQ
Frequently asked questions about Robert Pero Iii
Quick answers generated from the profile data available on this page.
What company does Robert Pero Iii work for?
Robert Pero Iii works for First Eagle Investments.
What is Robert Pero Iii's role at First Eagle Investments?
Robert Pero Iii is listed as Internal Advisor Consultant at First Eagle Investments.
Where is Robert Pero Iii based?
Robert Pero Iii is based in Toms River, New Jersey, United States while working with First Eagle Investments.
What companies has Robert Pero Iii worked for?
Robert Pero Iii has worked for First Eagle Investments, Equitable Advisors, Bny Mellon, Merrill Lynch, and Creative Financial Group.
How can I contact Robert Pero Iii?
You can use AeroLeads to view verified contact signals for Robert Pero Iii at First Eagle Investments, including work email, phone, and LinkedIn data when available.
What schools did Robert Pero Iii attend?
Robert Pero Iii holds Bachelor'S Degree, Finance, Senior from Penn State University.
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