Rodolfo Roman Email & Phone Number
Portfolio Services and Director
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Rodolfo Roman Location
- New York, United States
Rodolfo Roman Work
- Portfolio Services and Director @ Oppenheimer (September 2014 - Present)
- Data Management and Ops Technical Specialist @ Broadridge Financial Solutions (June 2010 - September 2013)
- Purchase and Sales and Supervisor @ Broadridge Financial Solutions (June 2007 - June 2010)
- Purchase and Sales and Supervisor @ CIBC World Markets (August 2006 - June 2007)
- Purchase and Sales and Equity Support Associate @ CIBC World Markets (February 1993 - August 2006)
Rodolfo Roman Education
- Long Island University
General Study – (Some Credits)
Rodolfo Roman Skills
- Series 63
- Monarch Pro
- Electronic Trading
- Supervisor
- Fixed Income
- Bonds
- Market Data
- Windows
- Sales
- Settlement
- Capital Markets
- Derivatives
- Financial Risk
- Bloomberg
- Prime Brokerage
- Financial Services
- Equities
- Account Reconciliation
- Operations
- Mutual Funds
- Equity Research
- Microsoft Office
- Microsoft Access
- FINRA
- Purchase
- Microsoft Excel
- DTC
- Customer Service
- Back Office
- Securities Lending
- Trading Systems
- Research
- Nasdaq
- Trading
- Corporate Actions
- Middle Office
- Hyperion Interactive Reporting
- Options
- Analysis
- Series 7
- Securities
- Hedge Funds
- Access
Rodolfo Roman Summary
- Rodolfo Roman, based in New York, United States, is currently a Portfolio Services and Director at Oppenheimer. Rodolfo Roman brings experience from previous roles at Broadridge Financial Solutions and CIBC World Markets. Rodolfo Roman holds a General Study – (Some Credits) @ Long Island University. With a robust skill set that includes Series 63, Monarch Pro, Electronic Trading, Supervisor, Fixed Income and more. Rodolfo Roman has 2 mobile phone numbers on RocketReach.
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