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Robert Whelan
President
Professional Background
Robert Whelan is a seasoned financial professional with an exemplary career in investment management and corporate finance. Currently serving as the President of 13th Avenue Funding, Robert has expertly steered the company towards success in providing flexible and innovative financial solutions to clients. His strategic vision and leadership have been instrumental in enhancing the firm’s reach in the marketplace and nurturing long-lasting relationships with clients.
Prior to his current role, Robert was the Managing Director at Valuation Perspectives Inc., where he showcased his acumen in the realm of financial valuation services. His expertise in this area assisted various businesses in realizing their true value through thorough analysis and insightful perspectives. Furthermore, he made significant contributions as the Managing Director and Chief Operating Officer at Volpe Brown Whelan & Company, a prestigious investment firm that is well-regarded for its strong commitment to excellence and client service. Throughout his career, Robert has consistently demonstrated a deep understanding of the financial sector, enabling organizations to achieve sustained growth and efficiency.
Education and Achievements
Robert's academic journey is distinguished, having pursued an MBA in Finance from the prestigious Stanford University. This elite institution is renowned for producing leaders in business and finance, and Robert certainly exemplifies this tradition of excellence. During his time at Stanford, he honed his analytical and strategic skills, gaining invaluable insights into complex financial instruments and investment strategies.
Before earning his MBA, Robert completed his undergraduate degree in History at Dartmouth College. This well-rounded education equipped Robert with critical thinking abilities and a unique perspective on the interplay between historical events and contemporary financial practices. Dartmouth's rigorous academic environment fostered his analytical abilities and attention to detail, both of which are essential in the finance industry.
Notable Achievements
Robert Whelan's career achievements underscore his commitment to excellence and innovation in finance. His leadership as President of 13th Avenue Funding has seen the firm grow its portfolio significantly, helping clients navigate their financial challenges effectively. This role has allowed him to leverage his comprehensive knowledge of finance and strategic management principles to deliver high-impact results.
His previous experiences at Valuation Perspectives Inc. and Volpe Brown Whelan & Company further highlight Robert’s impressive track record in financial services. Through his strategic insights and operational management at these organizations, he has played a pivotal role in guiding the companies towards successful and sustainable growth.
Robert’s robust background, coupled with his educational credentials from Stanford University and Dartmouth College, provides a solid foundation upon which he has built his successful career in finance. His expertise, integrity, and dedication continue to set him apart in the finance industry.