Robert Finkelstein is a finance and marketing professional with more than 15 years of experience in the financial services industry. Throughout his career, he has successfully collaborated with both internal and external partners to drive business strategies and he has been recognized for his ability to communicate effectively with cross-functional organizational teams. Since 2007, Robert has been structuring and developing card and banking partnership programs for Partner Advisors’ largest clients, including Fidelity Investments and AAA. He has been instrumental in driving the financial analytics around partnership deal structuring as well as optimizing financial performance by directing strategic program and product development. Partner Advisors creates, structures, and develops card, banking, and insurance products for a broad range of organizations. Prior to joining Partner Advisors, Robert ran the M&A and corporate development team at MRU Holdings, a specialty finance company that transformed the student loan industry with its directto- consumer marketing approach. Prior to MRU, Robert spent five years in the Finance organization at American Express, where he held several positions in various business units as well as on the corporate level. Before joining American Express, Robert worked for Spectrem Group, a financial services strategic consulting and M&A advisory firm. Robert majored in History while earning a BA from Columbia University and he holds an MBA with a concentration in Finance from the NYU Stern School of Business.
Like what you see? Make sure you're getting it all
Get news and analysis for wirehouse and regional broker-dealer advisors