Robert Bernard Albertson

Director/Board Member at

The American Financial Exchange LLC

Finance

Consumer Services

Profile

Robert Bernard Albertson is the founder of Pilot Financial LLC.
He is currently working as a Director at The American Financial Exchange LLC.
Previously, he held positions as a Director of US Equity Research at Citigroup Global Markets, Inc. (Broker), a Director at Affinity Financial Corp., a Director of US Bank Research at Goldman Sachs & Co. LLC, and a Director at U.S.
Bank (Lawrence, Kansas).
Additionally, he served as the Principal & Chief Strategist at Sandler O'Neill & Partners LP from 2002 to 2020.
Albertson's education includes an undergraduate degree from Carnegie Mellon University and an MBA from Harvard Business School.

Robert Bernard Albertson active positions

Companies	Position	Start
The American Financial Exchange LLC The American Financial Exchange LLC Investment Banks/BrokersFinance Operates as an electronic exchange for direct lending and borrowing for American banks & financial institutions	Director/Board Member	-

All active positions of Robert Bernard Albertson

Former positions of Robert Bernard Albertson

Companies	Position	End
Piper Sandler & Co. (Broker) Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Market Strategist	2022-12-31
Sandler O'Neill & Partners LP Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Provides brokerage services	Market Strategist	2019-12-31
Affinity Financial Corp. Affinity Financial Corp. Financial ConglomeratesFinance Provides private label financial service solutions	Director/Board Member	2013-06-26
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Director of Research - Equity	-
U.S. Bank (Lawrence, Kansas) U.S. Bank (Lawrence, Kansas) Regional BanksFinance Provides commercial banking services	Corporate Officer/Principal	-

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Training of Robert Bernard Albertson

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Linked companies

Private companies	10
Carnegie Mellon University Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Piper Sandler & Co. (Broker) Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Affinity Financial Corp. Affinity Financial Corp. Financial ConglomeratesFinance Provides private label financial service solutions	Finance
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
U.S. Bank (Lawrence, Kansas) U.S. Bank (Lawrence, Kansas) Regional BanksFinance Provides commercial banking services	Finance
Sandler O'Neill & Partners LP Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Provides brokerage services	Finance
Pilot Financial LLC
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The American Financial Exchange LLC The American Financial Exchange LLC Investment Banks/BrokersFinance Operates as an electronic exchange for direct lending and borrowing for American banks & financial institutions	Finance