Robert Pero Iii

Robert Pero Iii Email and Phone Number

Internal Advisor Consultant @ First Eagle Investments
New York, NY, US
Robert Pero Iii's Location
Toms River, New Jersey, United States, United States
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.

Robert Pero Iii's Current Company Details
First Eagle Investments

First Eagle Investments

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Internal Advisor Consultant
New York, NY, US
Website:
firsteagle.com
Employees:
522
Robert Pero Iii Work Experience Details
  • First Eagle Investments
    Internal Advisor Consultant
    First Eagle Investments
    New York, Ny, Us
    View
  • Equitable Advisors
    Private Wealth Management Advisor
    Equitable Advisors May 2024 - Present
    New York City Metropolitan Area
    View
  • Bny Mellon
    Leveraged Debt Analyst
    Bny Mellon Jun 2023 - Aug 2023
    Houston, Texas, United States
    - 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
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch May 2022 - Aug 2022
    - 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
    View
  • Creative Financial Group
    Financial Advisor
    Creative Financial Group May 2021 - Jul 2021
    Wall Township, New Jersey, United States
    View
  • Penn State Derivatives Association
    Member
    Penn State Derivatives Association Sep 2020 - May 2021
    Penn State University
    - 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.
  • Penn State Fixed Income Association
    Member
    Penn State Fixed Income Association Sep 2020 - May 2021
    Penn State University
    - 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.

Robert Pero Iii Education Details

Frequently Asked Questions about Robert Pero Iii

What company does Robert Pero Iii work for?

Robert Pero Iii works for First Eagle Investments

What is Robert Pero Iii's role at the current company?

Robert Pero Iii's current role is Internal Advisor Consultant.

What schools did Robert Pero Iii attend?

Robert Pero Iii attended Penn State University, Toms River High School East.

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