RM

Robert MacDonald

Custom Asset Management Specialist at Zacks Investment Management

Robert MacDonald, CIMA®, is a Custom Asset Management Specialist at Zacks Investment Management since January 2021, bringing extensive experience from previous roles such as Senior Internal Wholesaler at Franklin Templeton Investments from 2005 to November 2020, where responsibilities included promoting products and tailoring sales strategies for financial advisors. Prior experience also includes serving as a Senior Sales Trainer at Transamerica from 2000 to 2005, where Robert was instrumental in hiring and training sales support staff, developing training materials, and enhancing productivity while maintaining extensive product knowledge. Educational background includes studies at Rutgers University and Yale School of Management.

Links

Previous companies

Franklin Templeton Investments logo
Transamerica logo