Carlos Roberto Email & Phone Number
Senior Manager, Asset Manager Solution Development @ Fund Channel
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Carlos Roberto Location
- Luxembourg
Carlos Roberto Work
- Senior Manager, Asset Manager Solution Development @ (June 2022 - Present)
- Senior Business and Relationship Development Manager @ (July 2021 - June 2022)
- Head, Transaction Management, Client Solutions and Operations @ (July 2013 - June 2022)
- Senior Client Service Manager, Client Service Management @ (January 2018 - September 2021)
- Client Relationship Manager - FMI - Fund Market Infrastructure @ (February 2013 - June 2013)
- Head of Dealing and Collective Funds and Coordination Teams @ (November 2011 - February 2013)
- Manager - Head of Dealing Team @ (December 1997 - October 2011)
- Private Banking Resp. @ (January 1993 - January 1997)
- Reinsurance @ ARDENIA SA (January 1989 - January 1993)
Carlos Roberto Education
- Institut Supérieur Sainte-Claire Verviers
Graduat§ (Languages -Economics)
1986-1989
Carlos Roberto Skills
- Banking
- Private Banking
- Insurance
- Trading
- Finance
- Wealth Management
- Equities
- Financial Services
- Wealth Management Services
- Team Management
- Management
- Portfolio Management
- Capital Markets
- Alternative Investments
- Bloomberg
- Customer Relations
- Securities
- Relationship Management
- Financial Risk
- High Net Worth Individuals
- CRM
- Estate Planning
- Accounting
- Valuation
- Customer Service
- Financial Planning
- Compliance
- Risk
- Portfolios
- Unquoted securities
- Business Process Improvement
- Transfer Agency
- SLA
- Private Equity
Carlos Roberto Summary
- Carlos Roberto, based in Luxembourg, is currently a Senior Manager, Asset Manager Solution Development at Fund Channel. Carlos Roberto brings experience from previous roles at Fundsquare and Luxembourg Stock Exchange. Carlos Roberto holds a 1986 - 1989 Graduat§ in Languages -Economics @ Institut Supérieur Sainte-Claire Verviers. With a robust skill set that includes Banking, Private Banking, Insurance, Trading, Finance and more. Carlos Roberto has 1 emails and 1 mobile phone numbers on RocketReach.
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