Rob is an energetic and entrepreneurial executive with a unique combination of corporate and Wall Street experience. His passion for financial services is only equaled to his passion for helping our nation’s service members. Rob has completed transactions in excess of $40 billion (early- and later-stage, mature companies across a broad range of industries). Prior to his current investment banking experience, Rob was responsible for treasury and technical functions at Exxon Corporation, credit analysis at Citibank and working at various major-bracket, boutique and start-up Wall Street firms.

Rob is an alumnus of Bucknell University and New York University. He loves everything about baseball (as long as it is only about the NY Yankees), the Beach Boys, playing bridge and donating his time to Habitat for Humanity. Keeping with our commitment to give back, Rob is also a volunteer with Team Rubicon, a nationwide network of first responders to natural disasters globally.