Carlos Roberto Email & Phone Number
Senior Manager, Asset Manager Solution Development @ Fund Channel
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Carlos Roberto Location
- Luxembourg
Carlos Roberto Work
- 2022 -now Senior Manager, Asset Manager Solution Development @
- 2021 -2022 Senior Business and Relationship Development Manager @
- 2013 -2022 Head, Transaction Management, Client Solutions and Operations @
- 2018 -2021 Senior Client Service Manager, Client Service Management @
- 2013 -2013 Client Relationship Manager - FMI - Fund Market Infrastructure @
- 2011 -2013 Head of Dealing and Collective Funds and Coordination Teams @
- 1997 -2011 Manager - Head of Dealing Team @
- 1993 -1997 Private Banking Resp. @
- 1989 -1993 Reinsurance @ ARDENIA SA
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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