dakota
Robert Robertson has a diverse work experience across various companies and roles. Robert started their career as a Financial Analyst at US Realty Capital, LLC in 2010, where they worked on due diligence for distressed debt and underwriting commercial real estate transactions. Robert then joined Lafayette College as a Student from 2009 to 2012. After that, they worked at Franklin Square Capital Partners as an Associate and later as an Internal Sales Consultant from 2012 to 2015. In 2016, they joined Dakota Network as the Vice President of Operations, overseeing the connection between investment managers and due diligence analysts. Robert also worked at Dakota Fund Group as an Institutional Sales member from 2016 to 2021. From 2019 to 2021, they served as the Director of Sales at Dakota Marketplace. Most recently, in 2021, they became the Chief Revenue Officer at Dakota. Robert is also a Member of Revenue Collective since 2021.
Robert Robertson attended Springside Chestnut Hill Academy for an unspecified period of time. From 2008 to 2008, they studied Economics at Purdue University. In the following year, they pursued a Bachelor of Science (BS) degree in Economics at Lafayette College, which they completed in 2012. In 2010, they attended Temple University Rome, focusing on Business/Managerial Economics.
dakota
Dakota strives to increase your investment sales team’s efficiency by strengthening your outreach to set more meetings. We provide the resources and institutional investor lists you need to assist your company growth. Dakota was founded in 2006 and has raised over $40 billion since. Our Investment Sales team is an outsourced sales and marketing team for other boutique investment management companies to supply the sales, marketing, and client services for your business! Our eight team members will accelerate your firm's growth by partnering with our established third-party marketing team. Dakota Marketplace is an up-to-date institutional investor database with over 9,000 qualified contacts and 31,000 contacts. We can assure you it’s updated daily because our team is in the market using this data in their day to day roles! Within Marketplace you gain access to: - Institutional Searches - Public Plan Minutes - Public Pension Investments - Field Consultant Information - Manager Presentations - Fee Studies - 13F and Investment Holdings We are here to help your sales team grow, and we understand every firm is different. Take this quiz to see which of our resources is best for you and your investment firm. https://www.dakota.com/self-selection