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
- Head of Private Market Client Service and Retail Dist Client Contracting @ (January 2020 - Present)
- Director, Intermediary Distribution @ (July 2015 - December 2019)
- Vice President Operations @ (August 2003 - July 2015)
- Vice President - Mutual Fund Relationships @ (March 2001 - August 2003)
- Vice President - Mutual Fund Operations @ (June 1996 - March 2001)
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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