Rob Gilbert

Senior Vice President - Strategic Accounts Executive @Morningstar

New York, NY, US

EMAILS

r••••••••@morningstar.com

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Nov 2020 — Present

Senior Vice President - Strategic Accounts Executive @Morningstar

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SKILLS

Mutual FundsFinanceVisual BasicPortfolio ManagementFinancial ReportingAccessFinancial ModelingProcess ImprovementSeparately Managed AccountsBusiness StrategyCapital MarketsDerivativesFinancial AnalysisInvestmentsStrategySalesforce.comBloombergFinancial ServicesInvestment ManagementCorporate FinancePowerpointOperations ManagementOutlookValuationExcelMicrosoft OfficeAccount ReconciliationMicrosoft WordProject ManagementVbaAsset ManagementAccountingAplWordStrategic PlanningBusiness AnalysisEquitiesFixed IncomeMicrosoft Excel

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