Rob Mooney
Managing Partner and CEO @Snowden Lane Partners
Princeton, NJ, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2011 — Present
Managing Partner and CEO @Snowden Lane Partners
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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
1982 — 1985
The George Washington University Law School
JD, Securities Regulation
1978 — 1982
Franklin & Marshall College
BA, History
SKILLS
Asset ManagementStrategic Financial PlanningMutual FundsInvestmentsSeries 79Capital MarketsComplianceManagementWealth Management ServicesCorporate GovernancePortfolio ManagementInvestment AdvisoryAsset ManagmentFinraSeries 7FinancePrivate EquityFinancial AdvisoryAmlDue DiligenceEquitiesLegal ComplianceRisk ManagementHedge FundsInvestment BankingWealth ManagementFinancial ServicesBusiness StrategyFinancial PlanningFinancial RiskSecuritiesSeries 24Mergers & AcquisitionsBanking
ABOUT ROB MOONEY
Rob co-founded Snowden Lane Partners in 2011, following a 22 year career in senior…
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