Robert McAfee

Compliance Analyst

Robert McAfee is a seasoned finance professional with extensive experience in compliance, cash management, and financial analysis. Currently serving as a Compliance Analyst at Osaic since January 2024, Robert previously held the position of Director of Cash Management at Osaic Wealth Management from May 2018 to August 2023, where expertise in cash solutions and management of multi-billion dollar FDIC insured cash balances was demonstrated. Robert's career includes significant roles as a Senior Analyst supporting executive decision-making, a Financial Advisor at Morgan Stanley, and Vice President positions at Bank of America and SunTrust, focusing on lending, credit, and business development. Academic qualifications include an MBA in Finance from the University of Tennessee at Chattanooga.

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