Robert Rosenberg, CFA

Enthusiast
DISC Type : i

Partner & Chief Opertating Officer at Heptagon Capital

London, England, United Kingdom

Overview

Robert is the Partner, COO, and CFO at Heptagon Capital, with a career in finance dating back to 1989. His expertise spans asset management and investment banking at both large global institutions and boutique hedge funds. He holds a CFA charter along with an MBA, BS in Finance, and BA in Economics from Rutgers University.

He was a founding partner of a European hedge fund and serves as a board member for his firms various international corporate and investment fund entities.

Personality Overview

Amiable & Agreeable

Story Driven

Non-Confrontational

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They are generally friendly, so be careful when relying on their word.

Topics They Care About

FinTech & Operations
As COO, he has spoken about selecting and implementing core technology platforms for portfolio management, reporting, and data integration to drive efficiency and scalability.
Asset Management
He is an experienced executive in the asset management industry and has participated as a panelist at industry conferences to discuss challenges and opportunities.
Global Distribution
His responsibilities at Heptagon Capital include the global distribution of the firm's investment products and managing strategic relationships with business partners.

Media Appearances

Robert Rosenberg, Heptagon Capital LLP: Profile and Biography. Featured in Bloomberg

See Now

Work History

2-2009
Partner & Chief Opertating Officer at Heptagon Capital
11-2007 - 1-2009
Partner & Chief Opertating Officer at Lancaster Investment Management
2004 - 2007
Global Head Prime Services & Synthetic Equity Middle Office at Deutsche Bank
2000 - 2004
Head of Equity Derivatives & Convertible Securities Product Control at Lehman Brothers
1999 - 2000
Vice President - Investment Strategy & Product Group at Merrill Lynch

Education

1985 - 1989
MBA from Rutgers University

More Information

Social Presence :

Prographics :

Exp : 31 Location : London, England, United Kingdom Job Level : Leadership Designation : Partner & Chief Opertating Officer at Heptagon Capital
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Avoid overloading them with too much information
  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Robert

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Robert take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Robert

Personality Compatibility


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