First Vice President, Financial Advisor @ (February 2008 - June 2017)
Vice President @ Smith Barney (April 1998 - February 2008)
Assistant Manager @ (June 1992 - April 1998)
Roberto Solano Education
Suffolk University
Juris Doctor (Law)
1992-1996
Boston University
MBA (Business Administration)
1988-1990
Roberto Solano Skills
Alternative Investments
Mutual Funds
Securities
Wealth Management
Hedge Funds
Investments
Equities
Asset Managment
Investment Management
Private Equity
Portfolio Management
Series 7
Financial Services
Risk Management
Series 63
Retirement Planning
Series 65
Corporate Actions
Asset Allocation
Investment Advisory
Public Speaking
Management
Business Development
Roberto Solano Summary
Roberto Solano, based in Andover, MA, US, is currently a Managing Director - Wealth Manager at Steward Partners. Roberto Solano brings experience from previous roles at Morgan Stanley, Smith Barney and Brown Brothers Harriman. Roberto Solano holds a 1992 - 1996 Juris Doctor in Law @ Suffolk University. With a robust skill set that includes Alternative Investments, Mutual Funds, Securities, Wealth Management, Hedge Funds and more. Roberto Solano has 1 mobile phone numbers on RocketReach.
Looking for a different Roberto Solano?
Find contact details for 700 million professionals.