Robert Szeles, CFA

Portfolio Manager at Beese Fulmer Private Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Cleveland, Ohio, United States, US

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Experience

  • Beese Fulmer Private Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • Mar 2022 - Present
  • Federated Hermes
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Equity Analyst
      • Mar 2021 - Mar 2022
  • Federated Investors
    • Equity Analyst
      • Nov 2019 - Mar 2020

      Federated Hermes acquired the PNC international investment team. Federated Hermes acquired the PNC international investment team.

  • PNC
    • Travel Arrangements
    • 1 - 100 Employee
    • Equity Analyst
      • Aug 2013 - Nov 2019

    • Asset Operations Associate
      • Apr 2012 - Aug 2013

  • Avery Dennison
    • United States
    • Packaging and Containers Manufacturing
    • 700 & Above Employee
    • Commercial Finance Analyst
      • Jul 2010 - Apr 2012
  • Victory Capital Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Fixed Income Research Analyst Intern
      • May 2009 - Apr 2010
  • Goodyear
    • Australia
    • Retail
    • Corporate Financial Planning and Analysis Intern
      • May 2008 - Aug 2008

Education

  • John Carroll University
    Bachelor of Science in Business Administration, Finance
    2006 - 2010

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