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Robert Teaney

viewtrade

Robert Teaney

Director of Product Management

Robert Teaney is Director of Product Management at ViewTrade, where he helps shape product strategy and supports complex client initiatives across brokerage and wealth technology.

With more than two decades of financial technology experience, his background spans market data, asset management, clearing and custody, and wealth management technology. Before joining ViewTrade, Robert held roles at Bloomberg, Lord Abbett, Pershing and Addepar. He translates business and client requirements into practical, scalable solutions for financial institutions.

Robert Teaney: Press, Blogs & More

Videos

Why Financial Technology Transformation Projects Fail

Wealth Technology Vendor vs. Partner: What’s the Difference?

What does an advisor really mean when they say their platform is holding them back?

Why Wealth Management Modernization Fails Without Workflow Change

What is a Global Investing API? A Practical Buyer’s Guide for Financial Institutions

A global investing API is the technical interface that connects a financial institution’s digital experience to the infrastructure and regulated entities that support cross-border investing.

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