Senior Associate @ KLS, A Division of SVB (February 2021 - February 2023)
Associate @ KLS, A Division of SVB (August 2018 - February 2021)
Robert Sollazzo Education
Hamilton College
Economics
2014-2018
Poly Prep Country Day School
High School
2011-2014
Robert Sollazzo Skills
Customer Relationship Management (CRM)
Customer Service
Financial Analysis
Financial Planning
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Peachtree
PowerPoint
Project Management
Public Speaking
QuickBooks
Research
Social Media
Wealth Management Services
Robert Sollazzo Summary
Robert Sollazzo, based in New York, United States, is currently a Senior Private Client Advisor at Quent Capital. Robert Sollazzo brings experience from previous roles at Cerity Partners, SVB Private and KLS, A Division of SVB. Robert Sollazzo holds a 2014 - 2018 Economics @ Hamilton College. With a robust skill set that includes Customer Relationship Management (CRM), Customer Service, Financial Analysis, Financial Planning, Leadership and more. Robert Sollazzo has 1 emails on RocketReach.
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