Ross Loehr, MBA, Cfp®
About Ross Loehr, MBA, Cfp®
Ross Loehr, MBA, CFP®, is an Enterprise Account Executive at Urban SDK, with a diverse background in finance and investment management. He has held various roles at Fidelity Investments and other financial institutions, contributing to his expertise in market and economic research.
Work at Urban SDK
Ross Loehr serves as an Enterprise Account Executive at Urban SDK, a position he has held since 2022. In this role, he focuses on developing strategic partnerships and enhancing the company's offerings in data-driven solutions for urban planning and traffic management. His work contributes to the company's mission of improving urban environments through innovative technology.
Education and Expertise
Ross Loehr holds a Master of Business Administration (MBA) from the University of North Florida, where he studied from 2009 to 2011. He also earned a Bachelor’s degree in Business Administration with a double major in Finance and Economics from the same institution, completing his studies from 2002 to 2005. Additionally, he is a Certified Financial Planner (CFP®), which underscores his expertise in financial planning and investment strategies.
Background in Financial Services
Ross Loehr has extensive experience in the financial services industry, primarily with Fidelity Investments. His tenure there spanned multiple roles, including Relationship Officer, Portfolio Specialist, and Retirement Relationship Manager, from 2006 to 2018. He also worked as a Fixed Income Trader and an Investment Solutions Representative. His experience includes managing client relationships and providing tailored investment solutions.
Previous Roles and Responsibilities
Prior to his current position, Ross Loehr worked in various capacities at different organizations. He served as an Account Manager at SS&C Technologies for five months in 2018 and as a Business Development Officer at Government Brands, LLC from 2018 to 2022. He also held a role as a Research Analyst at D2 Capital Management from 2011 to 2012. His diverse background includes positions in client services, investment management, and business development.
Partnerships and Community Engagement
Ross Loehr has been actively involved in community partnerships, particularly with cities like Cleveland Heights and Manitou Springs. He has expressed enthusiasm for these collaborations, which aim to enhance traffic calming programs and improve urban infrastructure. His engagement reflects a commitment to applying his expertise in finance and urban planning to benefit local communities.