Romi Garvey Email & Phone Number
Chief Growth and Marketing Officer @ Custodia Financial
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Romi Garvey Location
- Washington, DC, US
Romi Garvey Work
- 2023 -now Chief Growth and Marketing Officer @
- 2019 -2022 VP, Head of Retirement Plan Services Marketing and Client Experience @
- 2016 -2019 VP, Head of Individual Investors Client Experience @
- 2015 -2016 Senior Manager, General Manager, US Investment Services @
- 2010 -2011 Senior Manager, Institutional Retirement Plans—Product Management and Service Operations Dept Head @
- 2009 -2010 Senior Manager, Institutional Retirement Plans—Participant Education @
- 2007 -2009 Senior Manager, Institutional Retirement Plans—Client Consulting Dept Head @
- 2006 -2006 Retail High Net Worth @
- 2002 -2004 SVP, Marketing Executive, MidAtlantic Retail Bank @
- 2000 -2002 SVP, Consumer Market Executive @
- 1998 -2000 VP, Regional Sales and Service Manager @
Romi Garvey Education
- University of Pennsylvania
Master Of Business Administration (Management)
2005-2007 - University Of Maryland - College Park
Bachelor Of Science (Marketing, Management)
1991-1996
Romi Garvey Skills
- Leadership
- Product Marketing
- Series 63
- Pensions
- Business Relationship Management
- Financial Planning
- Portfolio Management
- Investments
- Relationship Management
- Finance
- 401k
- Strategic Planning
- Strategy
- Financial Services
- Wealth Management
- Mutual Funds
- Management Consulting
- Strategic Financial Planning
- Marketing
- Asset Management
- Financial Analysis
- Management
- Strategic Financial
- Retail Banking
Romi Garvey Summary
- Romi Garvey, based in Washington, DC, US, is currently a Chief Growth and Marketing Officer at Custodia Financial. Romi Garvey brings experience from previous roles at T. Rowe Price and Vanguard. Romi Garvey holds a 2005 - 2007 Master Of Business Administration in Management @ University of Pennsylvania. With a robust skill set that includes Leadership, Product Marketing, Series 63, Pensions, Business Relationship Management and more. Romi Garvey has 2 emails and 1 mobile phone numbers on RocketReach.
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