Robert Latin, MBA in

Robert Latin, MBA

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Registered Representative at NYLIFE Securities, LLC
📍 Greater Houston, United States

Robert is a financial services professional with NYLIFE Securities, leveraging a background in regulatory operations and finance strategy at major firms like Deutsche Bank and Mizuho. He holds an MBA from East Texas A&M University and specializes in designing investment strategies and retirement solutions for his clients.

Based in the Houston area, Robert has academic roots in Texas and Arkansas. He has publicly expressed his gratitude and respect for military veterans, honoring their courage and sacrifice. This suggests a strong appreciation for service and community values.

His career path shows a unique transition from executive-level finance and regulatory roles at global banks to a client-focused financial advisory position.

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Experience
7 Years
Current Role
Registered Representative
Job Level
Junior
Location
Greater Houston, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

Investment Strategies
Designs effective investment strategies for clients by assessing their financial goals, risk tolerance, and current market trends.
Retirement Solutions
Focuses on developing tailored solutions for clients that include retirement planning, income protection, and various insurance options.
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Career

Work history

8-2025
Registered Representative
NYLIFE Securities, LLC
4-2025 - 9-2025
Licensed Financial Professional
New York Life Insurance Company
7-2023 - 5-2025
Regulatory Operations Executive
Macquarie Group
6-2021 - 7-2023
Assistant Vice President - Finance Strategy and Change
Mizuho
4-2018 - 6-2021
Assistant Vice President - Regulatory Reporting
Deutsche Bank
In the press

Media appearances

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Education
2005 - 2010
BSBA
University of Arkansas
2012 - 2013
Master of Business Administration (MBA)
East Texas A&M University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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