Robert Burk

Robert Burk: Email & Phone Number

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Wealth Management Intern at Oak Wealth Partners, Inc.|Bethesda, Maryland, United States

Position:

Wealth Management Intern at Oak Wealth Partners, Inc.

Location:

Bethesda, Maryland, United States

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Last updated: 2026-08-11
Updated: 2026-08-11

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Work Experience 5 years

Wealth Management Intern at Oak Wealth Partners, Inc.

Jun 2026 - Current

Incoming 2027 Investment Banking Summer Analyst at Stifel Financial Corp.

Jan 2026 - Current

Equity Research Analyst at Assay Research

Jun 2025 - Aug 2025

Camp Instructor at Southern Maryland Sports Academy

Jun 2021 - Jul 2025

Co-Founder & Chief Financial Officer at SmartSip

Nov 2024 - Jun 2025

Student Leadership Council at Montgomery County Public Schools

Sep 2023 - Jun 2024

Robert Burk started working in 2021, then the employee has changed 5 companies and 5 jobs. On average, Robert Burk works for one company for 1 year 1 month.

Their professional focus is Account Reconciliation, Capital Markets, and Cash Flow Modeling across 3 core areas.

Robert holds Goldman Sachs - Microsoft Excel Skills, Bloomberg Market Concepts Certification, and Bank of America - Investment Banking Program certifications and has been awarded Meritorious Service Award

Education

Bachelor of Business Administration - BBA at Babson College

High School Diploma at Bethesda-Chevy Chase High School

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