Rob Martin
Director of Relationship Management, First Clearing,LLC at First Clearing- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
St Louis, US
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Experience
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First Clearing
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United States
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Financial Services
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1 - 100 Employee
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Director of Relationship Management, First Clearing,LLC
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Nov 2023 - Present
United States
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Director Advisor and Client Firm Services
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Jun 2022 - Nov 2023
St Louis, Missouri, United States
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Business Liaison - WIM Operations
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Sep 2016 - Jun 2022
Saint Louis
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Director of Business Development
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2014 - 2016
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Hilliard Lyons - A Baird Company
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United States
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Financial Services
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300 - 400 Employee
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Manager Destop Solutions
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2013 - 2013
Louisville, Kentucky Area
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Relationship Manager
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2004 - 2012
St. Louis, Mo Responsible for the overall satisfaction of the client relationship with large introducing broker dealers and registered investment advisors for the Correspondent Clearing division of Wells Fargo Advisors. Collaborated with both owners/senior management of client firms, as well as leaders across Wells Fargo platform to identify strategic planning, advisory product, FA recruiting, custody, trade execution, technology and consulting solutions.
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Education
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Mary Washington College
BS, Business Administration -
Wharton School, University of Pennsylvania
SIFMA Securities Industry Institute
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