Robert is a Certified Treasury Professional (CTP) with expertise in banking, municipal and corporate finance, as well as investment and treasury management.  He has held various C-suite positions prior to his current consulting role.

Robert is a graduate of the University of Wisconsin-Madison School of Business. He also holds an advanced degree from the Graduate School of Banking at the University of Wisconsin-Madison as well as a Certificate of Economic Studies from the Universite d’Aix-Marseille in Aix-en-Provence, France. Since 2011, due to his work as a municipal advisor, Robert has been a sitting member of the Municipal Securities Rulemaking Board’s (MSRB) Professional Qualifications Advisory Committee. Additionally, Robert has served as a member of the State of Wisconsin Medical Examining Board and the Interstate Medical Licensure Compact Commission.

As a community leader, Robert is active in many organizations. He has been chosen numerous times as a guest artist for the annual Milwaukee Institute of Art and Design (MIAD) Open Canvas exposition. In addition, he has served as an associate member of the Zoological Society of Milwaukee County. Robert has volunteered for numerous civic and local organizations including the Villa Terrace Decorative Arts Museum, the Wisconsin Chamber Orchestra and the Ice Theater of Wisconsin. Robert has traveled extensively internationally to numerous countries in Europe, Africa and Southeast Asia as well as China, Japan, Russia and Australia.