Vice President, Financial and Business Services Practice
Bob has a dozen years experience as a competitive strategist, research director and marketing executive in the financial services industry. Prior to joining Fuld & Co., he led the development of the CI function at Fidelity Investments, formalizing the processes for gathering and incorporating competitive analysis into business strategy development and strategic planning.
As a former Fuld & Company client and heavy consumer of competitive intelligence over the last decade, he has first hand understanding of client needs, priorities and mandates. He uses this perspective to ensure that clients derive maximum benefit from their collaboration with the Fuld team. He is a graduate from Middlebury College, holds graduate degrees in Business Administration and Computer Science, and has been licensed with a Series 7 and 63.