Robert brings over 25 years of experience in the financial and tech sector to Agora Dealer Services. He is passionate about helping emerging companies lead and redefine the role technology plays in creating platforms that are more efficient for both dealers and advisors. Robert’s conviction is that as technology continues to disrupt the industry and create efficiency, it must also converge with clear focus on elevating the client experience and adding more value. Robert’s past senior positions include President and CEO of Fundserv, Citigroup Fund Services Canada, and Unisen.
Robert leads through a simple philosophy that can be explained in three words – passion, drive and care. One must find a purpose that you care about, understand what success looks like, be driven to see it through with the passion to bring people together every step of the way.
Robert holds a bachelor’s degree and a BaSC in engineering from the University of Toronto.