Michael Romano Email & Phone Number
Managing Partner @ Forge Financial Group
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Michael Romano Location
- United States
Michael Romano Work
- Managing Partner @ (July 2024 - Present)
- Managing Director - Investments @ Alexandria Wealth Management Group of Wells Fargo Advisors (April 2015 - July 2024)
- Vice President @ (August 2012 - April 2015)
- Investment Banking Associate @ (August 2009 - October 2012)
- Investment Banking Summer Associate @ (June 2008 - August 2008)
- Financial Advisor, CRPC @ (December 2005 - July 2007)
- Financial Advisor, CRPC @ (February 2004 - December 2005)
Michael Romano Education
- Wake Forest University - Babcock Graduate School of Management
MBA
2007-2009 - Allegheny College
BS
1999-2003
Michael Romano Skills
- Valuation
- Equities
- Finance
- Risk Management
- Financial Analysis
- Capital Markets
- Mergers & Acquisitions
- Alternative Investments
- Debt
- Strategic Planning
- Portfolio Analysis
- Asset Allocation
- Wealth Preservation Planning
- Investments
- Financial Modeling
- Investment Analysis
- Financial Planning
- Portfolio Management
- Investment Advisory
- Wealth Management
- Asset Management
- Mergers and Acquisitions
Michael Romano Summary
- Michael Romano, based in United States, is currently a Managing Partner at Forge Financial Group. Michael Romano brings experience from previous roles at Alexandria Wealth Management Group of Wells Fargo Advisors, Wells Fargo Private Bank, Bank of America Merrill Lynch and Banc of America Securities (GIB). Michael Romano holds a 2007 - 2009 MBA @ Wake Forest University - Babcock Graduate School of Management. With a robust skill set that includes Valuation, Equities, Finance, Risk Management, Financial Analysis and more. Michael Romano has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Forge Financial Group Employees
Jared Onorato
Director of Client Services
Reston, VA, US
Phil Corso
Managing Partner
Reston, VA, US
Michael Romano
Managing Partner
United States
Grayson Hurley
Client Services Associate
Arlington, VA, US
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