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Robert J. Lilly, Compliance Officer |
Mr. Lilly joined Perkins Fund Marketing in September, 2006 after fifteen years experience in the financial services industry. He spent ten years with Merrill Lynch, most recently as Vice President of Strategic Alliances managing $8.5 billion AUM in both the Strategic Alliance program; a third party referral based service and TEAMS (The Employee Account Monitoring System) a web-based application that delivers individual account information for compliance needs to firms that are required to monitor employee trading activity. Previous to ML, Bob spent nine years with The Prudential as a systems analyst in the health care field. Bob is a graduate of Kean College with a BS in Computer Science (1987) and an MBA in Finance from St. John's University (1995). In addition, Mr. Lilly is a Six Sigma Certified Green Belt. Mr. Lilly resides with his wife and three children in Fairfield, Connecticut. Mr. Lilly holds Series 7, 66 and 24 securities licenses.
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