Robert Connor
Head of Corporate Finance at Osaic
Based in Huntersville, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Huntersville
Industry
Financial Services
Company size
2.5K
Contact information
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r•••••••@osaic.com
Phone
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Background
About Robert Connor
I am a senior finance leader energized by collaborating with and helping executives and leaders achieve our business goals. My favorite work experiences have been engagements where I built, enhanced, and implemented financial planning and analysis processes and teams to support earnings growth and operating efficiencies. My exceptional financial support helps businesses meet clients’ needs through my guidance and consultation on making strategic business decisions and allocating resources. I am skilled in operating in a fluid and time sensitive environment with the ability to create structure and processes for delivering a highly effective finance product. I have experience driving change, transforming finance processes, and developing accountability and transparency with business financial results. I bring a broad business background learning and operating in multiple businesses during my career: wealth management, brokerage, institutional and retail retirement, banking, technology, corporate real estate, corporate finance, and distribution/wholesaling. I am also proficient in risk management, strategic planning, and leading business initiatives through my progressive experiences and leadership roles. One of my greatest enjoyments at work is interacting with my team. I have led small and large teams with a focus on developing and inspiring them. I always strive to propel my leaders in pro-actively serving our businesses and customers and providing them opportunities to grow and shine.
Decision-makers
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Connie Horstkotte
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Steve Marks
Financial Planner · Finance & Accounting
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