Robert Candler

Robert Candler is an accomplished professional with over two decades of experience in leading and managing cross-functional product development and UX design teams.

He excels in strategy, design, execution, and adoption of digital customer-journey-based experiences with a focus on wealth management digital portals, sales enablement technology, client reporting platforms, and customer behavioral analytics.

Robert's expertise lies in identifying opportunities at the nexus of sales, technology, and operations to enhance customer engagement, drive revenue growth, and achieve cost savings.

He holds a comprehensive educational background including executive education in Artificial Intelligence and MBA in Finance, Marketing, and Strategy.

Robert Candler has held key roles in prestigious organizations such as F2 Strategy, Bernstein Private Wealth Management, and NYU Stern School of Business.

His professional journey includes positions such as Vice President, Director, and Head of Digital Client Experience, showcasing his expertise in digital strategies and client engagement.

With a foundation in Business Studies from Wake Forest University and hands-on experience at organizations like Marvin Traub Associates LLC and Banc of America Securities, Robert brings a wealth of knowledge to the table.