Robert Lonardo Email & Phone Number
Wealth Brokerage Operations, Team Lead Trade Desk @ Citizens Financial Group, Inc.
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Robert Lonardo Location
- Rhode Island, United States
Robert Lonardo Work
- Wealth Brokerage Operations, Team Lead Trade Desk @ (October 2015 - Present)
- Wealth Brokerage Operations, Trade Specialist @ (March 2015 - October 2015)
- Investment Specialist @ (February 2012 - August 2013)
- Director of Operations @ CKW Financial Group (May 2010 - August 2010)
- Client Manager @ (August 2006 - March 2010)
- Financial Advisor @ (January 2004 - July 2005)
- Investment Advisor @ (August 2002 - January 2004)
Robert Lonardo Education
- University of Miami
Bachelor of Science (Double Major: Photojournalism & Sociology)
1992-1997
Robert Lonardo Skills
- Business Planning
- Series 63
- Business Strategy
- Project Management
- Investments
- Business Development
- Asset Management
- Trading
- New Business Development
- Microsoft Excel
- Marketing Strategy
- Finance
- Process Improvement
- Retirement
- Strategic Planning
- Financial Services
- Retirement Planning
- Management Consulting
- Series 7
Robert Lonardo Summary
- Robert Lonardo, based in Rhode Island, United States, is currently a Wealth Brokerage Operations, Team Lead Trade Desk at Citizens Financial Group, Inc.. Robert Lonardo brings experience from previous roles at Citizens Investment Services, Inc., Merrill Lynch, CKW Financial Group and Fidelity Investments. Robert Lonardo holds a 1992 - 1997 Bachelor of Science in Double Major: Photojournalism & Sociology @ University of Miami. With a robust skill set that includes Business Planning, Series 63, Business Strategy, Project Management, Investments and more. Robert Lonardo has 3 emails and 3 mobile phone numbers on RocketReach.
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