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
- Senior Director, Client Executive, Outsourced Clearing @ (March 2026 - Present)
- Managing Director, Head of Equity Division @ (April 2020 - December 2025)
- Managing Director, Head of Equities and Fixed Income @ (July 2024 - November 2025)
- Director, Head of Equity Clearing and Prime Brokerage @ (May 2014 - April 2020)
- Executive Director, Sales @ (March 2010 - May 2014)
- Vice President, Relationship Management @ (August 2006 - March 2010)
- Vice President, Relationship Management @ National Financial, Fidelity Investments
- Vice President, Relationship Management @ Neuberger Berman
- 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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