Robert Zimmel
Financial & Operations Principal (FinOp)
- Robert is responsible for the financial and regulatory reporting for the firm’s broker-dealer.
- 12 years previous experience as a FinOp for Rockefeller Capital Management LP, Hunt Financial Securities LLC, NYPPEX LLC and Seapine Securities LLC.
- Specialization with start-up broker-dealers and family offices.
- MBA in Finance from Fordham