Director, Relationship ManagementEmail Robert Call Robert
Rob leads a team that serves as a dedicated focal point for First Clearing introducing broker dealer leaders.
The team serves as an advocate and connector to the broader Wealth and Investment Management (WIM) organization, with a goal to strengthen and enhance the products and services available to our introducing broker dealer clients.
Rob has extensive experience in partnering across the Wells Fargo organization to deliver customer centric solutions for complex operational, trading, technology, compliance and legal problems – putting the client first by coordinating efforts and removing roadblocks to advocate for the most appropriate solutions.
With more than 24 years in the brokerage industry, Rob started his career in Richmond, Virginia working for Wheat First Securities. Prior to joining First Clearing, Rob was a relationship manager in the WIM Operations, where he was responsible for relationship management and the operational service experience, partnering with the Independent Advisor Group and Client Relationship Group teams. Outside of Operations, Rob has held positions in Trading and Compliance.
Rob graduated from Mary Washington College with a Degree in Business Administration. He has held Series 7, 24, 55 and 63 registrations and completed the Securities Industry Institute SIFMA Wharton program.
Rob, his wife Aletta and their three children reside in St. Louis, Missouri.