Robert Mowid
East Lansing, Michigan,United States
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Find Robert Mowid’s PhoneRobert Mowid's Overview
Robert Mowid is a seasoned financial professional, currently serving as an Executive Director and Investment Specialist at J.P. Morgan Private Bank. With a strong background in wealth management, investment strategy, and financial advisory, he focuses on providing sophisticated and tailored investment solutions to high-net-worth individuals, families, and foundations. Robert is recognized for his deep understanding of global markets, asset allocation, and risk management. He is committed to helping clients achieve their long-term financial objectives through diligent analysis and personalized service. He holds the prestigious Chartered Financial Analyst (CFA) designation, reflecting his expertise and dedication to the highest ethical standards in the investment profession.
Professional Summary
Robert Mowid's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
CFA Charterholder
Successfully earned the Chartered Financial Analyst (CFA) designation, a globally respected and recognized investment management credential that signifies a strong foundation in advanced investment analysis and real-world portfolio management skills.
Executive Director at J.P. Morgan Private Bank
Holds a senior leadership position at one of the world's leading financial institutions, responsible for advising affluent clients on complex investment strategies and wealth preservation.
Consistent Client Portfolio Growth & Retention
Demonstrated success in growing and retaining client assets through astute investment advice, proactive client engagement, and customized financial planning, navigating various market cycles effectively.
Thought Leadership in Investment Strategy
Contributes to internal and client-facing discussions on market trends, investment outlooks, and strategic asset allocation, helping to shape informed investment decisions.
Educational Background
Master of Business Administration (MBA)
Northwood University - DeVos Graduate School
Bachelor’s Degree, Marketing and Management
Northwood University
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Company Overview
MIPRO ConsultingMIPRO Consulting is an Oracle Gold Partner specializing in PeopleSoft solutions, cloud migrations (including Oracle Cloud Infrastructure - OCI, AWS, Azure), and managed services. They focus on helping organizations optimize their PeopleSoft applications through implementations, upgrades, customizations, and strategic hosting solutions. MIPRO aims to empower clients to maximize their Oracle investments by providing expert consulting, technical support, and innovative approaches to enterprise resource planning (ERP) and human capital management (HCM) systems.
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