Robert Romano Email & Phone Number
VP, Product @ National Philanthropic Trust
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Robert Romano Location
- Charlotte, NC, US
Robert Romano Work
- VP, Product @ (March 2026 - Present)
- SVP, Enterprise Accounts Relationship Manager @ (June 2025 - October 2025)
- VP of Client Success, DAFs @ (October 2024 - October 2025)
- Head of Client Success, Relationship Management, Program Management and Operations @ (January 2024 - October 2024)
- Client Success, Strategic Relationship Management, and Operations for Enterprise SaaS @ (March 2022 - October 2023)
- Vice President | Ops, Administration, Program Management, Product Design and Solution Architecture @ (August 2019 - February 2022)
- Vice President | Private Client Advisor @ (January 2017 - August 2019)
- Vice President | Hedge Fund Relationship Management and Integration Specialist @ (January 2011 - January 2016)
- Vice President | Equity Derivative Trading Operations @ (January 2006 - January 2011)
- Captain @ (January 2001 - January 2006)
Robert Romano Education
- United States Military Academy at West Point
Bachelor of Science (B.S.) (Economics (Systems Engineering))
Robert Romano Skills
- Atlassian Suite
- Business Process Improvement
- Client Success
- Client Success Management
- ClientSuccess
- Confluence
- Contractual Agreements
- Cross-Functional Execution
- Cross-functional Collaborations
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Success
- Enterprise Implementations
- Equity Derivatives
- Family Wealth Management
- Finance
- Hedge Funds
- Invoicing
- Jira
- KYC & AML
- Multi-generational wealth transfer
- Onboarding
- Operations Management
- Platform Adoption
- Pre/Post Sales Engineers
- Prime Brokerage
- Process Integration
- Product Adoption
- Product Design
- Product Development
- Product Management
- Program Management
- Relationship Building
- Request for Proposal (RFP)
- SOC2
- Sales Enablement
- Sales Engineering
- Securities
- Solutions Consulting
- Team Building
- Team Leadership
- Technical Account Management
- Technical Leadership
- Technical Program Management
- Technology Integration
- Trade Operations
- Voice of the Client Product Feedback Loops
Robert Romano Summary
- Robert Romano, based in Charlotte, NC, US, is currently a VP, Product at National Philanthropic Trust. Robert Romano brings experience from previous roles at Foundation Source, Vennfi, Inc. (acquired by Foundation Source) and TIFIN Give. Robert Romano holds a Bachelor of Science (B.S.) in Economics (Systems Engineering) @ United States Military Academy at West Point. With a robust skill set that includes Atlassian Suite, Business Process Improvement, Client Success, Client Success Management, ClientSuccess and more. Robert Romano has 1 emails and 3 mobile phone numbers on RocketReach.
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