Rob focuses on Transition & Business Transformation engagements with an emphasis on budgeting and implementing strategic plans.
His experience extends beyond the M&A lifecycle and includes channel and geography expansion, line extension, and strategic partnerships. His advisory work spans numerous industries and has required reporting to stakeholders at the company level, portfolio level, and to third party investors. He has also gained firsthand experience as an operator during his tenure as CFO for a travel goods company.
Prior to joining Palm Tree, he did Principal Investing with Wells Fargo in San Francisco, New York, and London. At the latter location, he co-managed a non-core portfolio of foreign assets. He earned his B.S. in Finance and his B.A. in Political Science from Arizona State University and sits on the board of an e-commerce startup that he helped found. He achieved a certification in sabermetrics and baseball analytics and has been in attendance for 2 no-hitters, one of which was Clayton Kershaw’s 2014 performance!