Andrew Roman Email & Phone Number
Chief Executive Manager
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Andrew Roman Location
- Easton, PA, US
Andrew Roman Work
- Chief Executive Manager @ Fiduciary Fundamentals, LLC
- Vice President @ CNB Bank (September 2011 - December 2016)
- Chief Executive Manager @ FIDUCIARY FUNDAMENTALS, LLC (October 2010 - September 2011)
- Vice President - Trust Specialist @ Comerica Bank & Trust, N.A. (September 2004 - December 2009)
- Vice President - Senior Trust Officer @ Merrill Lynch Trust Company, FSB (May 2000 - September 2004)
- Vice President @ (July 1988 - May 2000)
- Assistant Vice President @ National Westminster Bank, USA (June 1979 - June 1988)
- Senior Fiduciary Administrator @ Manufacturers Hanover Trust Company (January 1973 - June 1979)
Andrew Roman Education
- Iona University
MBA (Taxation)
1974-1980 - Lehman College
BA (Accounting)
1969-1974 - New York State Bankers Association - Estate School
- New York State Bankers Association - Tax School
- New York State Bankers Association - Trust School
- Ottinger Sales Resources Consultative Sales Training
- School of Trust Sales & Marketing - University of Colorado
Andrew Roman Skills
- Risk Management
- Banking
- Trusts
- Wealth Management
- Tax
- Strategic Financial Planning
- Management
- Financial Planning
- Administration
- Accounting
- Portfolio Management
- CRM
- Estate Planning
- Investments
- Financial Services
- Asset Management
- Financial Analysis
- Investment Advisory
- Investment Management
- Financial Advisory
- Asset Allocation
- Trust Management
- MBA
- Mutual Funds
- Securities
- Brokerage
- Finance
- Private Banking
- Investment Strategies
- Retirement
- Financial Markets
- Retirement Planning
- High Net Worth Individuals
- Alternative Investments
- IRA's
- Financial Risk
- Equities
- Fixed Income
- Relationship Management
- Trust Services
- Marketing
Andrew Roman Summary
- Andrew Roman, based in Easton, PA, US, is currently a Chief Executive Manager at Fiduciary Fundamentals, LLC. Andrew Roman brings experience from previous roles at CNB Bank, FIDUCIARY FUNDAMENTALS, LLC, Comerica Bank & Trust, N.A. and Merrill Lynch Trust Company, FSB. Andrew Roman holds a 1974 - 1980 MBA in Taxation @ Iona University. With a robust skill set that includes Risk Management, Banking, Trusts, Wealth Management, Tax and more. Andrew Roman has 2 mobile phone numbers on RocketReach.
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