Robert Leonardi Email & Phone Number
Head of Private Market Client Service and Retail Dist Client Contracting @ Invesco US
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Robert Leonardi Location
- Cranford, NJ, US
Robert Leonardi Work
- 2020 -now Head of Private Market Client Service and Retail Dist Client Contracting @
- 2015 -2019 Director, Intermediary Distribution @
- 2003 -2015 Vice President Operations @
- 2001 -2003 Vice President - Mutual Fund Relationships @
- 1996 -2001 Vice President - Mutual Fund Operations @
Robert Leonardi Education
- College of Staten Island
BS (Finance)
1992-1996
Robert Leonardi Skills
- RFP
- Business Continuity Planning
- Vendor Management
- Negotiation
- Contract Negotiation
- Transfer Agency
- Mutual Funds
- 408(b)(2)
- Defined Contribution Plans
- 404(a)(5)
- Pay to Play
- 403 b
- 457 Plans
- Series 6
- Series 26
- Operations Management
- Relationship Management
- Series 7
- Back Office
- Retirement
- Financial Services
- FINRA
- Project Management
- Securities
- Project Planning
- Asset Allocation
- Series 24
- Financial Planning
- Management
- Wealth Management
- Investments
- Finance
- Retirement Planning
- Trading
- Strategic Planning
- Asset Management
- Analytics
- Executive Management
- Competitive Analysis
- Business Development
- 404a5
- Leadership
- Sales
- Marketing
- 408b2
Robert Leonardi Summary
- Robert Leonardi, based in Cranford, NJ, US, is currently a Head of Private Market Client Service and Retail Dist Client Contracting at Invesco US. Robert Leonardi brings experience from previous roles at Foresters Financial Services and TD Waterhouse. Robert Leonardi holds a 1992 - 1996 BS in Finance @ College of Staten Island. With a robust skill set that includes RFP, Business Continuity Planning, Vendor Management, Negotiation, Contract Negotiation and more. Robert Leonardi has 8 emails and 1 mobile phone numbers on RocketReach.
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