
Bob Abreu
“Experience is something you don't get... | New York City Metropolitan Area, New York City Metropolitan Area, United States
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Bob Abreu’s Emails bo****@ar****.com
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Bob Abreu’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States
Bob Abreu’s Expertise “Experience is something you don't get until just after you need it.” – Steven Wright. Investment Management - Financial Services professional with expertise in sales, marketing, product development, new product integration, coaching, consulting, and training in Mutual Funds, Closed End Funds, ETFs, Equities, Structured Products, and Alternative Investments. You may be interested in the following achievements: Ranked #3 of 15, #3 of 15, and #1 of 20 with sales generated surpassing 1.4 billion as a Regional Sales Director with Morgan Stanley Investment Management over a 3 year period. Directed Merrill’s Equity Product Group with responsibilities for Equity Product Development that included an internal television program (90 completed), that initially focused on equity idea generation, product development, marketing and sales. This position and responsibilities morphed to additional product groups such as Closed End Funds and Mutual Funds. Partnered at a high level of “client” presentations that range from Institutional/Middle Market presentations, to Merrill Lynch Golf Shootouts, to speaking in front of 600+ clients of Paine Webber on behalf of the firms’ Strategists Ed Kirshner and Mary Farrell, to countless HNW presentations and seminars. Managed teams of marketing and sales professionals, that included the development and nurturing of the top two Morgan Stanley Investment Management Regional Sales Directors that initially started with my group as internals. Lastly, my tenure in the sales/marketing side of the Financial Services business has provided me with tremendous relationships with key HNW/Wealth Advisor Financial Advisors, Branch Managers, and home office Wealth Management Executives. Specialties: Sales, sales management, business development / product development / coaching, consulting, presenter / moderator / producer, key note speaker, sales/marketing/management trainer.
Bob Abreu’s Current Industry Catalyst Capital Advisors
Bob
Abreu’s Prior Industry
Merrill Lynch
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Paine Webber
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Morgan Stanley Investment Management
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Metlife Financial Services
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Direxionfunds
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Arrow Investment Advisors
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Catalyst Capital Advisors
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Work Experience

Catalyst Capital Advisors
Regional Investment Specialist at Catalyst Funds / Rational Funds
Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Arrow Investment Advisors
Director - Senior Product Specialist
Sat Mar 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Direxionfunds
Senior Regional Director
Thu Dec 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Metlife Financial Services
Director of Investment / Bridge Financial Group
Sun Nov 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley Investment Management
Regional Sales Director
Sun Mar 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Paine Webber
Divisional Equity Sales Manager
Mon Jul 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Equity Product Manager, VP
Fri Apr 01 1983 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time)