Robert Norcross

In 2005, Robert Norcross began their career as a Performance Analyst at NEPC. Robert then took on various roles at NEPC, including Consultant Support Analyst, Business Systems Analyst, and Business Systems Analyst II, from 2006 to 2011. From 2012 to 2017, they served as the Senior Business Systems Analyst at NEPC, leading technology projects and collaborating with offshore programming teams. During this time, they also became the Manager of Performance Analytics, overseeing a team of analysts and implementing performance measurement and data analysis processes. In 2017, they were promoted to Director of Performance Analytics, a position they held until 2020. In January 2020, they joined Edelman Financial Engines as a Senior Product Manager before transitioning to Confluence later that year. At Confluence, they became the Director of Reporting Products, a client-facing role where they worked closely with investment consultants, advisors, plan sponsors, and other RIAs to develop partnerships and tailor solutions to their needs. In 2021, Investment Metrics was sold to Confluence Technologies while Norcross was still on the executive team.

Robert Norcross has a diverse educational background encompassing both business and information technology. Robert began their educational journey at Quinnipiac University, where they obtained a Bachelor of Science (BS) degree in Finance, General from the School of Business in 2004. During their time at Quinnipiac University, they also focused on entrepreneurial and small business operations, earning a second Bachelor of Science (BS) degree.

Building on their undergraduate education, Norcross pursued a Master of Business Administration (MBA) degree at Bentley University from 2005 to 2008. Robert'sMBA specialization was in Finance, General, allowing him to deepen their knowledge in this field.

With a desire to explore the rapidly evolving field of information technology, Norcross furthered their education at Bentley University from 2009 to 2011. During this period, they completed a Master's in Information Technology with a focus on this rapidly expanding area of study.

Norcross's educational history reveals a strong interest in both finance and information technology, suggesting they have developed a well-rounded skill set that includes expertise in both areas.