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Robert Stilwell profile image

Robert Stilwell

Trade Operations at Osterweis Capital Management
Intro Book
Finance professional with experience in operations and investment management.
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Location
Medway, Massachusetts, United States, US
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Bio

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Robert Stilwell is a seasoned finance professional with a strong background in operations and investment management. He has held various roles at top financial institutions, including Trade Operations at Osterweis Capital Management and Investment Operations Specialist at Morgan Stanley. Robert holds a Bachelor's degree in Finance from Bridgewater State University.

Experience

  • Osterweis Capital Management
    • San Francisco, California, United States
    • Trade Operations
      • Jan 2023 - Present
      • San Francisco, California, United States

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Operations Specialist
      • Jul 2021 - Present

    • Investment Operations Specialist
      • Jul 2021 - Aug 2023

  • Bank of America
    • Boston, Massachusetts
    • Officer - Senior Operations Analyst
      • 2009 - Jul 2022
      • Boston, Massachusetts

  • Bank of America
    • Boston, Massachusetts
    • Trade Operations Analyst
      • 2005 - 2008
      • Boston, Massachusetts

  • Freedom Capital Management
    • Boston, Massachusetts
    • Assistant Fixed Income Portfolio Manager
      • 2001 - 2002
      • Boston, Massachusetts

  • Freedom Capital Management
    • Boston, Massachusetts
    • Assistant Money Market Portfolio Manager
      • 1999 - 2000
      • Boston, Massachusetts

  • Freedom Capital Management
    • Boston, Massachusetts
    • Fixed Income Analyst / Trader
      • 1994 - 1998
      • Boston, Massachusetts

  • Freedom Capital Management
    • Boston, Massachusetts
    • Operations Accountant
      • 1991 - 1993
      • Boston, Massachusetts

Education

  • 1986 - 1990
    Bridgewater State University
    Bachelor's degree, Finance, General

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Industry Focus. “Financial Services”

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