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Bob came to Santos Postal in 2009 to assist clients seeking advice on solutions to a financial crisis. He advises companies with revenue greater than $1,000,000 and helps clients bridge the gap between financial best practices and regulation.  One of Bob’s clients once called him “a cross between Dr. House and Dr. Phil.”  In addition, he works on special projects, marketing, business development, and philanthropic endeavors.

“I look forward to coming to work,” says Bob. “The work is diverse and challenging and there is a collegial atmosphere in the office. We all get satisfaction out of helping clients solve their financial concerns, and it is clear that we are all here to help our clients in every way.” 

Education: 

The George Washington University, M.B.A., Finance and Investments
The George Washington University ,B.B.A., Finance

Accreditation: 

Maintains Series 7 and Series 63 Securities Licenses
Authored “The New World of Development Financing” and “Capital Solutions for the 1990’s”
Often quoted in The Washington Business Journal, professional publications and speaker at many industry events

Awards/Memberships/Community Involvement: 

Oppenheimer Funds Preferred Partner Award
International Council of Shopping Centers Mid Atlantic Idea Exchange Recognition
Member, Association of Accounting Marketing
Member, Maryland Commercial Lenders Association
Former member, U.S. Small Business Administration's Washington, D.C. Advisory Council
Member, B’nai Israel Congregation
Former Board Member, Dufief Mill Estate Homeowners association
Former Manager, Rockville Baseball Association and MSI