Barbara Bilello Email & Phone Number
Partner, Wealth Advisor @ Corient
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Barbara Bilello Location
- Miami, FL, US
Barbara Bilello Work
- 2017 -now Partner, Wealth Advisor @
- 2021 -now Hive Member @
- 2013 -2017 Senior Vice President @
- 2011 -2013 Vice President - Investor Relations @
- 1996 -2011 Vice President - Private Wealth Management @
- 1994 -1996 Investment Management Professional @
Barbara Bilello Education
- Fairleigh Dickinson University
Graduate of the Financial Planning Certificate Program (Financial Planning)
2018-2019 - Providence College
Bachelor of Arts (BA) (History - Secondary Education)
1990-1994 - Garden City High School 1986-1990
Barbara Bilello Skills
- Equity Trading
- Strengthening Client
- Investments
- Finance
- Wealth Management
- Client Development
- Strengthening Client Relationships
- Securities
- Manage Client
- Capital Markets
- Series 7
- Investment Management
- CRM
- Private Equity
- Series 63
- Key Client Relationships
- Manage Client Relationships
- Bloomberg
- Revenue Enhancement
- Portfolio Management
- Series 65
- Wealth Management Services
- Client Relations Skills
- Investment Banking
- High Net Worth
- Asset Management
- Financial Services
- Equities
- Alternative Investments
- Business Development
- Strategy
- High Net Worth Individuals
- Fixed Income
- Mutual Funds
- Risk Management
- Hedge Funds
- Investment Advisory
Barbara Bilello Summary
- Barbara Bilello, based in Miami, FL, US, is currently a Partner, Wealth Advisor at Corient. Barbara Bilello brings experience from previous roles at Apiary Life, U.S. Trust and Goldman Sachs. Barbara Bilello holds a 2018 - 2019 Graduate of the Financial Planning Certificate Program in Financial Planning @ Fairleigh Dickinson University. With a robust skill set that includes Equity Trading, Strengthening Client, Investments, Finance, Wealth Management and more. Barbara Bilello has 5 emails and 4 mobile phone numbers on RocketReach.
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