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Rob Mounts
Rob Mounts
Executive Director, GWES Portfolio Management Solutions | Fi-Tek
Fargo, North Dakota, United States
Rob Mounts
Summary
Rob Mounts is a seasoned executive in the investment advice industry, currently serving as the Executive Director of GWES Portfolio Management Solutions at Fi-Tek. With a strong background in asset management and portfolio optimization, he has a proven track record of guiding organizations through complex investment processes. Rob's leadership experience spans various roles, including Vice President at Bremer Bank and team leader at Heartland Bank and Trust. He holds an MBA in Finance from North Dakota State University and has consistently demonstrated the ability to innovate and improve investment strategies. His strategic mindset and competitive spirit are complemented by a commitment to individualized client service. Rob is dedicated to leveraging technology to enhance investment management processes and deliver superior results for high net worth clients.
Rob Mounts
Work Experience
Executive Director, GWES Portfolio Management Solutions at
Fi-Tek
October 2022 - Present
Director, Portfolio Management Solutions at
Fi-Tek
March 2019 - January 2023
Vice President & Senior Portfolio Manager at
Bremer Financial Corporation
June 2016 - December 2018
Vice President & Investments Team Leader at
Heartland Bank and Trust Company
December 2010 - June 2016
Vice President & Investment Officer at
Citizens First National Bank
December 2010 - November 2012
Associate Portfolio Manager at
U.S. Bancorp
April 2007 - December 2010
Fraud/Risk Analyst at
U.S. Bancorp
May 2005 - April 2007
Financial Associate at
Thrivent Financial for Lutherans
September 2003 - September 2004
Rob Mounts
Education
North Dakota State University, Mba
January 2005 - January 2007
Minnesota State University Moorhead, B.S.
January 1999 - January 2003
Frequently Asked Questions about Rob Mounts
What is Rob Mounts email address?
Rob Mounts's primary email address is *******@fi-tek.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Rob Mounts work for?
Rob Mounts is a Executive Director, GWES Portfolio Management Solutions at Fi-Tek, a company specializing in Computer Systems Design & Related Services.
Where Rob Mounts graduated from?
Rob Mounts holds a degree in Finance from North Dakota State University.
How can I directly contact Rob Mounts?
To contact Rob Mounts directly, you can use the email address *******@fi-tek.com. Complete contact information is available upon registration with Muraena.
Who is Rob Mounts?
Rob Mounts is a seasoned executive in the investment advice industry, currently serving as the Executive Director of GWES Portfolio Management Solutions at Fi-Tek. With a strong background in asset management and portfolio optimization, he has a proven track record of guiding organizations through complex investment processes. Rob's leadership experience spans various roles, including Vice President at Bremer Bank and team leader at Heartland Bank and Trust. He holds an MBA in Finance from North Dakota State University and has consistently demonstrated the ability to innovate and improve investment strategies. His strategic mindset and competitive spirit are complemented by a commitment to individualized client service. Rob is dedicated to leveraging technology to enhance investment management processes and deliver superior results for high net worth clients.
Rob`s contact details
*******@fi-tek.com
Colleagues
Managing Director
Wealth Management Technology Consultant
CEO & Founder
Vice President - Product Head HedgeTekWeb
Vice President Research And Product Development
Vice President
VP Operations
CIO/CTO/CISO
Senior Managing Director