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Robert Norvell, CFA

Robert Norvell, CFA

Staff Sergeant

Followers of Robert Norvell, CFA518 followers
location of Robert Norvell, CFANew York, New York, United States

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  • Timeline

  • About me

    Director - Investment Banking at Alantra

  • Education

    • Purdue University - Krannert School of Management

      2012 - 2013
      Master of Science in Finance (MSF) Finance 3.83/4.0

      Activities and Societies: Beta Gamma Sigma, Gold and Black Sound (Purdue Women's Basketball Band) This program combines the core MBA classes with targeted coursework in accounting, economics, finance, statistics, and quantitative methodologies.Coursework Included: Accounting for Managers, Managerial Accounting, Valuation and Financial Statement Analysis, Microeconomics, Macroeconomics, Financial Management, International Financial Management, Financial Risk Management, Advanced Corporate Finance, Investments, Portfolio Management, Options and Futures, Venture Capital & Investment… Show more This program combines the core MBA classes with targeted coursework in accounting, economics, finance, statistics, and quantitative methodologies.Coursework Included: Accounting for Managers, Managerial Accounting, Valuation and Financial Statement Analysis, Microeconomics, Macroeconomics, Financial Management, International Financial Management, Financial Risk Management, Advanced Corporate Finance, Investments, Portfolio Management, Options and Futures, Venture Capital & Investment Banking, Mergers & Acquisitions, Business Analytics, Advanced Business Analytics, Fixed Income Securities, and Spreadsheet Modeling & Simulations Show less

    • Austin Peay State University

      2000 - 2005
      Associate of Science Liberal Arts 3.69/4.0

    • Purdue University - Krannert School of Management

      2010 - 2012
      Bachelor of Science Economics 3.66/4.0

      Activities and Societies: Purdue All American Marching Band, Boiler Brass (Purdue Men's Basketball Band), Gold and Black Sound (Purdue Women's Basketball Band) This program combined mathematics, accounting, economics, and statistics fundamentals with advanced coursework (including elective selections) in economics.Coursework Included: Algebra & Trigonometry, Business Calculus I&II, Financial Mathematics, Introductory Financial Accounting, Managerial Accounting, Intermediate Accounting, Business Law, Introductory Microeconomics, Introductory Macroeconomics, Intermediate Micro-economic Theory, Labor Economics, International Trade, International… Show more This program combined mathematics, accounting, economics, and statistics fundamentals with advanced coursework (including elective selections) in economics.Coursework Included: Algebra & Trigonometry, Business Calculus I&II, Financial Mathematics, Introductory Financial Accounting, Managerial Accounting, Intermediate Accounting, Business Law, Introductory Microeconomics, Introductory Macroeconomics, Intermediate Micro-economic Theory, Labor Economics, International Trade, International Monetary Problems, East Asian Economics, Money and Banking, Game Theory, Econometrics, Elementary Statistical Methods, Introduction to Probability Models, Business Statistics, and Financial Management Show less

  • Experience

    • US Army

      Jun 1999 - Oct 2006
      Staff Sergeant

      Deployed to Iraq twice in support of Operation Enduring Freedom and Operation Iraqi Freedom (2/2003-1/2004, 9/2005-7/2006). Leadership*Promoted to Staff Sergeant ahead of peers*Supervised 23 personnel covering seven security functions at the Entry Control Point for the protection of over 11,000 people on Forward Operating Base Speicher*Served as Convoy Commander for over 300 convoys through Mosul, Iraq with a 100% success rate*Managed and trained 13 personnel in all Army administrative and supply office functionsStaff Sergeant – Administration / Supply SupervisorSergeant – Administration / Supply Sergeant*Managed constantly changing property book for all Unit equipment worth over $1.2 million*Planned, conducted, and supervised inventory audits*Designed, submitted, and adhered to a variable annual budgetSpecialist, Private First Class, Private - Trumpet Player*Performed TAPS at over 400 funerals and memorial services to honor fallen soldiers*Selected to perform as soloist for internationally televised events Show less

    • Wells Fargo Advisors

      Sept 2006 - Dec 2009
      Financial Advisor

      *Assisted with the management of over $130 million of client investment assets using equity, fixed income, and derivative securities as well as mutual funds and advisory services*Analyzed business and market trends to best advise clients regarding market fluctuations*Determined customers’ investment needs by conducting in depth interviews and executing individualized models to highlight needs*Conducted financial services presentations to groups of current and potential clients

    • Wall Street Warfighters Foundation

      Oct 2013 - May 2014
      Associate

      The Wall Street Warfighters Foundation sponsors a selective non-profit program, facilitated by corporate partners, that assists high potential military veterans transition into careers in finance and financial services.The program offers participants an opportunity to gain experience and training in finance, general securities law, federal and state regulation of securities, Microsoft Excel, and modeling. There are also opportunities to attend continuing legal education courses, professional development workshops, and executive education programs sponsored by Wharton School of Business. Show less

    • Houlihan Lokey

      Jun 2014 - Dec 2018

      • Associate (Consumer, Food & Retail)

        Sept 2017 - Dec 2018

      • Associate (Consumer, Food & Retail)

        Sept 2016 - Sept 2017

      • Financial Analyst (Illiquid Financial Assets)

        Jun 2014 - Sept 2016

    • EdgePoint

      Mar 2021 - Jul 2022
      Vice President - Investment Banking (Consumer, Food & Retail)

    • Alantra

      Jul 2022 - now

      • Director (Consumer Food & VMS)

        Jan 2024 - now

      • Vice President (Consumer Food & VMS)

        Jul 2022 - Mar 2024

  • Licenses & Certifications

    • Bloomberg Essentials

      Bloomberg

    • Series 66

      Financial Industry Regulatory Authority
      Oct 2013

    • Series 63

      FINRA
      Mar 2021

    • Series 79

      Financial Industry Regulatory Authority
      Dec 2013

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Sept 2015

    • Series 7

      Financial Industry Regulatory Authority
      Oct 2013

  • Honors & Awards

    • Awarded to Robert Norvell, CFA
      2 Army Achievement Awards -
    • Awarded to Robert Norvell, CFA
      2 Good Conduct Medals -
    • Awarded to Robert Norvell, CFA
      5 Army Commendation Awards -
    • Awarded to Robert Norvell, CFA
      Beta Gamma Sigma International Honor Society Inductee -
    • Awarded to Robert Norvell, CFA
      Certificate for Distinction in Economics -
    • Awarded to Robert Norvell, CFA
      Commandant's List (4 times) - Reserved for the top 20% of the graduating class from each Army school
    • Awarded to Robert Norvell, CFA
      Deans List & Semester Honors -
    • Awarded to Robert Norvell, CFA
      Deans List & Semester Honors -
    • Awarded to Robert Norvell, CFA
      Magna Cum Laude -
    • Awarded to Robert Norvell, CFA
      Top 10% - Graduated in the top 10% of the 2013 M.S. in Finance class