Robert Kacergis
Bob is a Principal at Bridge Strategy Group. Bob has extensive management consulting and operational experience in the consumer and wholesale financial services sectors. He has particular expertise and interest in consumer-oriented marketing, strategy, service strategy, and online services. Bob has experience in product management, product/SBU strategy, operational effectiveness, and sales force strategy.
Prior to joining Bridge Strategy in 2008, Bob was a Director within Merrill Lynch’s Wealth Management Group with responsibility for product strategy for direct retail and cross-over marketing into the retirement business. Earlier in his career, Bob led the financial services practice at a boutique consultancy, and was an executive in The Vanguard Group’s Online Services Division. Bob started his professional career with McKinsey’s Chicago office.
Education
- M.B.A., with honors, The University of Chicago Booth School of Business
- B.S. Electrical Engineering, with honors, University of Notre Dame
- B.A. German, with honors, University of Notre Dame
Industry Experience
Banking, Insurance, Mortgages
Functional Interests
Marketing/growth strategy, SBU and Corporate Strategy, Sales Force Effectiveness, Online Marketing and Operations, Operations Risk Management
Personal Interests
Family travel, hiking, kayaking, squash and golf. Bob is an avid reader of science and history non-fiction. Bob serves on the Parks & Recreation Board for Willistown Township, PA.
