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
- 2015 -now Wealth Brokerage Operations, Team Lead Trade Desk @
- 2015 -2015 Wealth Brokerage Operations, Trade Specialist @
- 2012 -2013 Investment Specialist @
- 2010 -2010 Director of Operations @ CKW Financial Group
- 2006 -2010 Client Manager @
- 2004 -2005 Financial Advisor @
- 2002 -2004 Investment Advisor @
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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