Robert J. W.

Robert J. W. has extensive experience in the investment industry. Robert J. began their career at Lord, Abbett & Co. LLC in 2006, where they served as a Regional Manager. In this role, they provided investment professionals with access to resources and tools to generate new investment ideas for their clients. Robert joined New York Life Investments in 2014 as a Regional Vice President. Robert J. developed and executed business plans to maximize market share, assets, and profitability for their assigned territory. Additionally, they presented New York Life & MainStay Investments' products and services to advisors and managed a support team to drive collective efforts within their region. In November 2019, Robert was promoted to the position of Head of Internal Sales & Strategic Initiatives at New York Life Investments.

Robert J. W. completed their Master of Science (MS) degree in Leadership and Organizational Development from The University of Texas in the years 2017 to 2019. Prior to that, they obtained a Bachelor of Arts (BA) degree in International Political Economy from Fordham University. In addition to these degrees, Robert J. W. holds a Professional Certified Coach (PCC) certification from the International Coaching Federation. Specific details about the month and year of obtaining this certification are not provided.