2012 -2014 Vice President, Institutional Retirement and Subadvisory @
2006 -2012 Senior Research Analyst @
2004 -2006 Product Engineer @
2001 -2004 Operations Associate @
1998 -2001 Operations Analyst @
Robert Marchetti Education
Boston College Carroll School of Management
MBA (Finance)
2002-2005
Fairfield University
BS (Finance)
1994-1998
St. John's High School
Robert Marchetti Skills
Presentation Skills
63 Licenses
Series 7
Series 63
Defined Contribution
Business Development
Investments
DCIO
Mutual Funds
Retirement
Sales
Marketing
Building Relationships
Competitive Analysis
Networking
Asset Allocation
Robert Marchetti Summary
Robert Marchetti, based in Boston, MA, US, is currently a Client Portfolio Director, OCIO Retirement Solutions at Mercer Investments. Robert Marchetti brings experience from previous roles at BrightSphere Investment Group, Fidelity Investments and State Street Global Advisors. Robert Marchetti holds a 2002 - 2005 MBA in Finance @ Boston College Carroll School of Management. With a robust skill set that includes Presentation Skills, 63 Licenses, Series 7, Series 63, Defined Contribution and more. Robert Marchetti has 4 emails and 1 mobile phone numbers on RocketReach.
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