Robert Valle Email & Phone Number
Client Success Manager
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Robert Valle Location
- United States
Robert Valle Work
- Client Success Manager @ Gen II Fund Services (June 2024 - Present)
- Investor Service Analyst @ Gen II Fund Services (April 2023 - June 2024)
- Senior Investor Service Specialist @ (November 2021 - April 2023)
- Assistant Project Manager @ (June 2021 - September 2021)
- Accountant @ EPT Land Communities (December 2019 - June 2021)
- Technical Specialist @ (June 2019 - January 2020)
- Personal Financial Representative @ (December 2018 - December 2019)
Robert Valle Education
- The University of Texas at El Paso
Bachelor of Business Administration - BBA (Accounting and Finance)
2026
Robert Valle Skills
- Account Reconciliation
- Accounts Payable
- Accounts Receivable (AR)
- Analytical Skills
- Attention to Detail
- Commercial Management
- Commercial Real Estate
- Communication
- Cross-functional Team Leadership
- Custodial Services
- Customer Experience
- Data Entry
- Digital Strategy
- Financial Accounting
- Financial Analysis
- Fund Administration
- High-Net-Worth Individuals (HNWI)
- Insurance
- Investment Company Products/Variable Contracts Representative Examination (Series 6)
- Investor Relations
- Life & Health Insurance Licenses
- Marketing Strategy
- Negotiation
- Organization Skills
- Private Equity
- Problem Solving
- Relationship Building
- Series 6
- Solution Selling
- Support Management
- Time Management
- Uniform Securities Agent State Law Exam (Series 63)
- client success manager
- portal management
- securities Industry Essentials (SIE)
Robert Valle Summary
- Robert Valle, based in United States, is currently a Client Success Manager at Gen II Fund Services. Robert Valle brings experience from previous roles at Gen II Fund Services, Janus Henderson Investors, DIGS CONSTRUCTION LLC and EPT Land Communities . Robert Valle holds a Bachelor of Business Administration - BBA in Accounting and Finance @ The University of Texas at El Paso. With a robust skill set that includes Account Reconciliation, Accounts Payable, Accounts Receivable (AR), Analytical Skills, Attention to Detail and more. Robert Valle has 1 emails and 1 mobile phone numbers on RocketReach.
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