Rob Verity

Rob Verity, CFA has extensive experience in sales and client services within the fintech industry. Rob has worked in various roles at companies such as Ideagen, Cabot Investment Technology, Morningstar, CAPS Inc, and MarketOne International. Rob has a strong background in software-as-a-service (SaaS) solutions, with a focus on audit analytics, fixed income and derivatives applications, fund reporting and compliance, and equity research sales. Rob has a proven track record in building relationships with clients and achieving results.

Rob Verity, CFA holds a Master of Business Administration (M.B.A.) degree in Business Administration and Management from IAE Paris - Sorbonne Business School, which they obtained from 1988 to 1990. Prior to that, they completed a DESS (Masters) in Economics of Energy from Université Paris Nanterre in 1988. Rob also holds a Bachelor's degree in Economics from the same institution, which they completed from 1983 to 1987. Additionally, Rob Verity has attended Lycee Claude-Bernard - Paris 16, but no specific degree or field of study information is available. In terms of certifications, they are a Chartered Financial Analyst, which they obtained in 2000. Rob also holds a Brevet Elementaire (French Scuba diving certificate) from FFESSM, obtained in 1990. Moreover, Rob Verity previously obtained Series 7, 63, and 24 certifications, which have now expired.