John Romeo Email & Phone Number
Senior Director, Client Executive, Outsourced Clearing @ BNY
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John Romeo Location
- Rockville Centre, NY, US
John Romeo Work
- 2026 -now Senior Director, Client Executive, Outsourced Clearing @
- 2020 -2025 Managing Director, Head of Equity Division @
- 2024 -2025 Managing Director, Head of Equities and Fixed Income @
- 2014 -2020 Director, Head of Equity Clearing and Prime Brokerage @
- 2010 -2014 Executive Director, Sales @
- 2006 -2010 Vice President, Relationship Management @
- now Vice President, Relationship Management @ National Financial, Fidelity Investments
- now Vice President, Relationship Management @ Neuberger Berman
- now Relationship Management @
John Romeo Education
- St. John's University
BS (Business Management)
1988-1992 - Valley Stream North High School 1983-1988
John Romeo Skills
- Institutional
- Business Analysis
- Strategy
- 63 Licenses
- Business Strategy
- Budgeting
- Customer Retention
- Executive Management
- Client Accounts
- Wealth Management Services
- Strategic Partnerships
- Series 24
- Account Coordination
- Asset Managment
- Investments
- Relationship Management
- Mutual Funds
- Bonds
- Sales
- Investment Banking
- Derivatives
- Options
- Bloomberg
- Financial Markets
- Banking
- Capital Markets
- Back Office
- Financial Services
- FINRA
- Asset Allocation
- Risk Management
- Trading
- Hedge Funds
- Trading Systems
- Equity Trading
- Alternative Investments
- Sales Management
- Asset Management
- Series 7
- Credit
- Services
John Romeo Summary
- John Romeo, based in Rockville Centre, NY, US, is currently a Senior Director, Client Executive, Outsourced Clearing at BNY. John Romeo brings experience from previous roles at Industrial and Commercial Bank of China (ICBC) Financial Services LLC and JP Morgan. John Romeo holds a 1988 - 1992 BS in Business Management @ St. John's University. With a robust skill set that includes Institutional, Business Analysis, Strategy, 63 Licenses, Business Strategy and more. John Romeo has 2 emails on RocketReach.
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