Rob Gerdes is the VP of Client Reporting Strategy for FA Platforms at Morgan Stanley, bringing extensive experience in Wealth Management reporting, business analysis, and IT consulting to the role. Previously, Rob held key positions at UBS, including Associate Director and Senior Associate, where they managed performance reporting processes and reconciled client accounts. As the owner of RWG Consulting Inc, Rob supported major projects in legacy system decommissioning and requirements documentation. With a Bachelor of Arts degree from Seton Hall University, Rob is known for their strong analytical skills and ability to cultivate relationships within teams and with clients.
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