Bob Conchiglia, CIPM

Bob Conchiglia, CIPM, has a strong work experience in the finance industry. Bob currently serves as the Chief Revenue Officer (CRO) at Summit Wealth Systems since January 2022. Prior to this, they founded Bennick Capital Partners in April 2020.

Before becoming a founder, Bob held the position of Vice President, Advisory Sales at Advent Software from January 2006 to February 2020. Bob had significant contributions to the company's sales and advisory operations.

Earlier in their career, Bob worked at Russell/Mellon Analytical Services. Bob started as a Client Relationship Manager from an unknown date in 2000 to 2004, and later served as a Sales Engineer from an unknown date until January 2006.

Bob began their career at Mellon Financial as an Operations Supervisor, a role they held from an unknown date in 1996 to 2000. Throughout their career, Bob has showcased their expertise in sales, advisory services, and operations management.

Bob Conchiglia, CIPM, obtained a bachelor's degree in Finance/Economics from Bentley University, where they studied from 1992 to 1996. Bob also holds additional certifications, including a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute, which they obtained in June 2010. Moreover, they have achieved the CFA Institute PL Program 5-Year Milestone Badge from the same institution in February 2022.