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Rob Mounts

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Rob Mounts

Executive Director, GWES Portfolio Management Solutions | Fi-Tek

Fargo, North Dakota, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Rob Mounts

Work Experience

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Executive Director, GWES Portfolio Management Solutions at

Fi-Tek

October 2022 - Present

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Director, Portfolio Management Solutions at

Fi-Tek

March 2019 - January 2023

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Vice President & Senior Portfolio Manager at

Bremer Financial Corporation

June 2016 - December 2018

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Vice President & Investments Team Leader at

Heartland Bank and Trust Company

December 2010 - June 2016

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Vice President & Investment Officer at

Citizens First National Bank

December 2010 - November 2012

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Associate Portfolio Manager at

U.S. Bancorp

April 2007 - December 2010

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Fraud/Risk Analyst at

U.S. Bancorp

May 2005 - April 2007

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Financial Associate at

Thrivent Financial for Lutherans

September 2003 - September 2004

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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

mail

*******@fi-tek.com

Colleagues

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Frank Judisch

Managing Director

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Steve Borst

Wealth Management Technology Consultant

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Subir Chatterjee

CEO & Founder

Suranjana Ghosh

Vice President - Product Head HedgeTekWeb

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Sanjit Adhikary

Vice President Research And Product Development

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Santanu Sarkar

Vice President

Srikumar Sinha

VP Operations

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Ramsey El-Fakir

CIO/CTO/CISO

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Erik Forssman

Senior Managing Director

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