Rob Mooney
- Role
- Managing Partner and CEO at Snowden Lane Partners
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Rob Mooney
Rob co-founded Snowden Lane Partners in 2011, following a 22 year career in senior…
Experience
Managing Partner and CEO
Jun 2011 — Present
Snowden is an independent, advisor-owned and nationally branded wealth management firm that seeks to provide client-focused advice in a values-driven culture. Snowden provides wealth and corporate advisory services to individuals, families and institutions.
Education
The George Washington University Law School
JD, Securities Regulation
1982 — 1985
Franklin & Marshall College
BA, History
1978 — 1982
Skills
- Asset Management
- Strategic Financial Planning
- Mutual Funds
- Investments
- Series 79
- Capital Markets
- Compliance
- Management
- Wealth Management Services
- Corporate Governance
- Portfolio Management
- Investment Advisory
- Asset Managment
- Finra
- Series 7
- Finance
- Private Equity
- Financial Advisory
- Aml
- Due Diligence
- Equities
- Legal Compliance
- Risk Management
- Hedge Funds
- Investment Banking
- Wealth Management
- Financial Services
- Business Strategy
- Financial Planning
- Financial Risk
- Securities
- Series 24
- Mergers & Acquisitions
- Banking
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