Robert Ong, CFA has a diverse work experience ranging from finance to consulting and auditing. Robert currently serves as the Director of Research at PEAK6 since January 2023, where they previously held the position of Senior Research Analyst from September 2021. Prior to this, they were a Senior Trader at Northview Services Ltd from November 2018 to July 2021. Robert also worked as an Investment Associate at EFG Private Bank from March 2018 to November 2018. Before transitioning to the finance industry, they gained experience in consulting as a Senior Consultant at Deloitte from June 2017 to March 2018, and as an Audit Senior from January 2016 to June 2017. Robert began their career as an Assurance Associate at BPM LLP from November 2013 to December 2015.
Robert Ong, CFA, completed their Bachelor of Science degree in Business Administration with a focus on Accounting and Finance from The Master's University in 2013. Prior to that, they attended Berkeley City College in 2008-2009. In addition to their formal education, Robert has obtained several certifications including the Chartered Financial Analyst (CFA) designation from the CFA Institute in 2019 and the Certified Public Accountant (CPA) - Inactive status from the California Board of Accountancy in 2015. Robert also holds the Series 57 certification from FINRA, although the specific date of obtaining it is not provided.
January, 2023 - present
September, 2021
Director Of Research And Publications, Medical Affairs at ArteraAI
Sr. Director Of Research, Radar Sciences at Echodyne
Executive Director Of Research, Data And Assessment Services at Napa Valley Unified School District
Executive Director of Research & Development at Physical Electronics
Director Of Research, Talent at Artemis Consultants
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