Robert Romano Email & Phone Number
Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions @ Merrill Lynch
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Robert Romano Location
- New York, NY, US
Robert Romano Work
- 2025 - now Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions @
- 2022 - 2025 Managing Director - Head of Capital Markets Investor Solutions @
- 2019 - 2022 Managing Director - Head of Portfolio Advice and Sales @
- 2018 - 2019 Managing Director - Head of Equity, Options and ETF Sales @
- 2011 - 2018 Executive Director - Head of Equity Sales @
- 2009 - 2011 Executive Director - Equity Sales @
- 2002 - 2009 Director - Investment Strategy @
- 2001 - 2002 U.S. Equity Research Associate @
- 1999 - 2001 Annuity Sales Associate @ Citi Smith Barney
Robert Romano Education
- Rutgers University–Newark
MBA (Finance)
2001 - 2004 - Franklin & Marshall College
BA (Business Administration)
1995 - 1999
Robert Romano Skills
- Series 7
- Series 63
- Equities
- Bloomberg
- Wealth Management
- Investments
- Asset Managment
- Asset Allocation
- Portfolio Management
- Investment Strategies
- Equity Research
- Securities
- Financial Markets
- High Net Worth Individuals
- Asset Management
- Securities Regulation
- Business Strategy
- High Net Worth
- Customer Service
- Financial Services
- Research
Robert Romano Summary
- Robert Romano, based in New York, NY, US, is currently a Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions at Merrill Lynch. Robert Romano brings experience from previous roles at Merrill Lynch and UBS. Robert Romano holds a 2001 - 2004 MBA in Finance @ Rutgers University–Newark. With a robust skill set that includes Series 7, Series 63, Equities, Bloomberg, Wealth Management and more. Robert Romano has 1 emails and 1 mobile phone numbers on RocketReach.
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