Rick Iorio Email & Phone Number
Vice President, Relationship Manager @ Envestnet, Inc
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Rick Iorio Location
- Boston, MA, US
Rick Iorio Work
- 2016 -now Vice President, Relationship Manager @
- 2012 -2016 Principal (AVP), Global Funds Management @
- 2008 -2011 Product Manager @
- 2007 -2008 Senior Manager, Client Services @
- 2001 -2006 Operations Manager, Daily Operations and Client Liaison Group @
- 1995 -2000 Communications Manager @
Rick Iorio Education
- Georgetown University
BSBA (Business Administration)
1990-1994 - Seton Hall Prep 1986-1990
Rick Iorio Skills
- Mutual Funds
- Product Management
- Financial Services
- Investments
- Management
- Relationship Management
- Asset Management
- Investment Management
- Asset Allocation
- Separately Managed Accounts
- CRM
- Alternative Investments
- Equities
- Securities
- Managing Accounts
- Finance
- Due Diligence
- ETFs
- Leadership
- Fixed Income
- Asset Managment
- Wealth Management
- Marketing
- Strategic Planning
- Trading
- Vendor Management
- Back Office
- Customer Service
- Bloomberg
- Process Improvement
- Client Services
- SLA
- Customer Relations
- Managed Accounts
- Portfolio Management
- Risk Management
- Investment Strategies
- Financial Markets
- Salesforce.com
- Business Process Improvement
- Communication
- Team Leadership
- Team Building
- Cross-functional Team Leadership
- Product Development
- Operations Management
- Strategy
- Microsoft Office
- Business Analysis
- Account Management
- Sales
- Microsoft Word
- Cross Functional Team Leadership
- Financial Operations
Rick Iorio Summary
- Rick Iorio, based in Boston, MA, US, is currently a Vice President, Relationship Manager at Envestnet, Inc. Rick Iorio brings experience from previous roles at State Street Global Advisors and FundQuest (Acquired by Envestnet, Inc. December 2011). Rick Iorio holds a 1990 - 1994 BSBA in Business Administration @ Georgetown University. With a robust skill set that includes Mutual Funds, Product Management, Financial Services, Investments, Management and more. Rick Iorio has 2 emails and 1 mobile phone numbers on RocketReach.
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