Cfo And Md Finance
Watermark Services – Supporting The 2040 Foundation And Founder’S Family Office
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Robert Rostan Email & Phone Number
CFO and MD Finance
at
Watermark Services – Supporting the 2040 Foundation and Founder’s Family Office
1 work email found
@trainingthestreet.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Watermark Services – Supporting the 2040 Foundation and Founder’s Family Office
Role
CFO and MD Finance
Location
Charlotte, North Carolina, United States
Who is Robert Rostan? Overview
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Quick answer
Robert Rostan is listed as CFO and MD Finance at Watermark Services – Supporting the 2040 Foundation and Founder’s Family Office, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at trainingthestreet.com and a matched LinkedIn profile for Robert Rostan.
Robert Rostan previously worked as Managing Director Finance at 2040 Fund And Founder'S Family Office and Chief Financial Officer at Training The Street. Robert Rostan holds Bachelor Of Arts (B.A.), Economics from Davidson College.
Company email context
Email format at Watermark Services – Supporting the 2040 Foundation and Founder’s Family Office
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{first}.{last}@trainingthestreet.com
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Profile bio
About Robert Rostan
Finance leader and experienced operator who has led a high growth private business through a private equity investment and the resulting accelerated transformation. Broad skill set including the management of commercial operations in addition to IT, HR and legal. Global acumen includes doing business in the United Kingdom, Hong Kong and Canada. Expertise leading organic and acquisitive growth campaigns, transformations, operational changes and earnings improvements. Experience with education, professional services and retail industries.
Listed skills include Financial Reporting and Valuation.
Current workplace
Robert Rostan's current company
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Watermark Services – Supporting The 2040 Foundation And Founder’S Family Office
9 roles · 34 years
Robert Rostan work experience
A career timeline built from the work history available for this profile.
Managing Director Finance
Current
2040 Fund And Founder'S Family Office
The 2040 Fund invests in private and publicly listed securities focused on climate adaptation and resilience. The 2040 Fund manages philanthropic capital for the 2040 Foundation and its founder's family office. The Fund focuses on water systems and technology, the future of food and energy transition.
Oct 2023 - Present
Chief Financial Officer
CFO of a private equity backed education firm delivering B2B and D2C valuation, Excel, financial modeling, capital markets and financial statement analysis up-skill solutions to junior professionals at banks, asset managers, Fortune 1000, universities, consulting and law firms.
Jun 2021 - Oct 2023
Principal - Cfo, Cao And Product Lead
Joined leadership team to professionalize the organization and expand revenue streams. Led addition of new products and made key contributions to launches of first D2C offerings. Guided firm through average growth of 13% per year and an investment from Falfurrias Capital Partners. In connection with private equity investment and first add-on acquisition.
Sep 2006 - Jun 2021
Chair Of The Board Of Directors
Jul 2013 - Jun 2020
Chair Of The Finance Committee
2003 - 2009
~6 yrs
Director Of Financial Reporting
2003 - 2006
~3 yrs
Manager - Assurance And Advisory Services
1996 - 2003
~7 yrs
Senior Credit Analyst
1992 - 1995
~3 yrs
2 education records
Robert Rostan education
Bachelor Of Arts (B.A.), Economics
Master'S Degree, Accounting
FAQ
Frequently asked questions about Robert Rostan
Quick answers generated from the profile data available on this page.
What company does Robert Rostan work for?
Robert Rostan works for Watermark Services – Supporting the 2040 Foundation and Founder’s Family Office.
What is Robert Rostan's role at Watermark Services – Supporting the 2040 Foundation and Founder’s Family Office?
Robert Rostan is listed as CFO and MD Finance at Watermark Services – Supporting the 2040 Foundation and Founder’s Family Office.
What is Robert Rostan's email address?
AeroLeads has found 1 work email signal at @trainingthestreet.com for Robert Rostan at Watermark Services – Supporting the 2040 Foundation and Founder’s Family Office.
Where is Robert Rostan based?
Robert Rostan is based in Charlotte, North Carolina, United States while working with Watermark Services – Supporting the 2040 Foundation and Founder’s Family Office.
What companies has Robert Rostan worked for?
Robert Rostan has worked for Watermark Services – Supporting The 2040 Foundation And Founder’S Family Office, 2040 Fund And Founder'S Family Office, Training The Street, Classroom Central, and Community Link Nc.
How can I contact Robert Rostan?
You can use AeroLeads to view verified contact signals for Robert Rostan at Watermark Services – Supporting the 2040 Foundation and Founder’s Family Office, including work email, phone, and LinkedIn data when available.
What schools did Robert Rostan attend?
Robert Rostan holds Bachelor Of Arts (B.A.), Economics from Davidson College.
What skills is Robert Rostan known for?
Robert Rostan is listed with skills including Financial Reporting and Valuation.
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