Bob Leaper — Chief Sales Officer · Smartleaf Asset Management

Bob Leaper — Chief Sales Officer · Smartleaf Asset Management · Newtonville, Massachusetts, United States.

Direct contact

No direct contact on file for Bob yet.

About

PLEASE NOTE: THERE IS A WHATSAPP SCAM CLAIMING TO BE ME, PLEASE REPORT THEM TO THE SEC at TCR.SEC.GOV

Experienced global sales and marketing executive for large companies, smaller organizations and start-ups. Experienced in delivering sales and marketing strategy to companies with an emphasis on SaaS based models. Expertise in marketing strategy development, hands-on consultative selling for complex solutions and global business development. Strong background in helping companies expand their business strategy and go to market plans.

Experience

Chief Sales OfficerCurrent
Smartleaf Asset Management · Boston, MA
Nov 2020 – Present
Smartleaf Asset Management LLC (SAM) is a fully owned subsidiary of Smartleaf, Inc, whose automated rebalancing workflow platform helps its clients deliver custom, direct index and tax-efficient portfolios at scale. SAM is an SEC-Registered Investment Advisor that operates Smartleaf Inc. software to automate unified managed account rebalancing and trade execution services.
Advisory Board Member
EarthID · London, England, United Kingdom
Apr 2023 – Present

Education

Stanford University Graduate School of Business — Executive Program for Growing Companies · 1997 – 1997
Drew University — BA, Zoology

Skills

Business DevelopmentEnterprise SoftwareStart-upsBusiness Intelligence