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
- Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions @ (January 2025 - Present)
- Managing Director - Head of Capital Markets Investor Solutions @ (November 2022 - January 2025)
- Managing Director - Head of Portfolio Advice and Sales @ (August 2019 - November 2022)
- Managing Director - Head of Equity, Options and ETF Sales @ (February 2018 - August 2019)
- Executive Director - Head of Equity Sales @ (December 2011 - February 2018)
- Executive Director - Equity Sales @ (August 2009 - December 2011)
- Director - Investment Strategy @ (January 2002 - August 2009)
- U.S. Equity Research Associate @ (January 2001 - January 2002)
- Annuity Sales Associate @ Citi Smith Barney (June 1999 - January 2001)
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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