Robert Masi Location

New York, NY, US

Robert Masi Work

  • 2014 - now  Managing Partner @ Accordo
  • 2011 - 2014 Managing Partner @ Forensico
  • 2010 - 2011 Senior Consultant @ Cordium
  • 2004 - 2010 Associate Principal Examiner @ FINRA
  • 2002 - 2004 Compliance and Back Office, Institutional Sales @ BNY ConvergEx

Robert Masi Education

  • Fordham University, Gabelli School of Business

    BS (Finance and Accounting, Minor Economics)

    1999 - 2003
  • Fordham Preparatory High School

    High School

    1995 - 1999

Robert Masi Skills

  • Compliance Audits
  • SEC compliance
  • Operational Due Diligence
  • Due Diligence
  • SRO, SEC, and State Registrations
  • Broker-Dealer Compliance
  • Investment Company Compliance
  • Compliance
  • Quality Auditing
  • SEC

Robert Masi Summary

Robert Masi, based in New York, NY, US, is currently a Managing Partner at Accordo. Robert Masi brings experience from previous roles at Forensico, Cordium, FINRA and BNY ConvergEx. Robert Masi holds a 1999 - 2003 BS in Finance and Accounting, Minor Economics @ Fordham University, Gabelli School of Business. With a robust skill set that includes Compliance Audits, SEC compliance, Operational Due Diligence, Due Diligence, SRO, SEC, and State Registrations and more. Robert Masi has 1 mobile phone numbers on RocketReach.
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