Broker Check
Robert Kunde

Robert Kunde

Retirement & Estate Planner

Certified Treasury Professional with an MBA-Finance and 20+ years of experience as a CFO. Skilled and experienced in designing and implementing financial for high net worth individuals. Substantial experience in writing investment policies, creating suitable asset allocations, and evaluating portfolio performance.  A people-oriented manager with analytical skills who enjoys clearly communicating financial issues to audiences of widely varied sophistication.  Significant experience in pension plan administration as a TPA.

Skills Summary

  • Treasury Management- all areas
  • Budget Development & Variance Administration
  • Multi-year Financial Modeling & Forecasting
  • IT & HR Management
  • Change Management
  • Asset Allocation
  • Team Building/Personnel Management
  • Portfolio Creation and performance evaluation
  • Project Administration
  • Financial Planning
  • Service Oriented
  • Logical Problem Solving

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