Romi Garvey Email & Phone Number
Chief Growth and Marketing Officer @ Custodia Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Romi Garvey Location
- Washington, DC, US
Romi Garvey Work
- Chief Growth and Marketing Officer @ (January 2023 - Present)
- VP, Head of Retirement Plan Services Marketing and Client Experience @ (January 2019 - January 2022)
- VP, Head of Individual Investors Client Experience @ (January 2016 - January 2019)
- Senior Manager, General Manager, US Investment Services @ (January 2015 - January 2016)
- Senior Manager, Institutional Retirement Plans—Product Management and Service Operations Dept Head @ (January 2010 - January 2011)
- Senior Manager, Institutional Retirement Plans—Participant Education @ (January 2009 - January 2010)
- Senior Manager, Institutional Retirement Plans—Client Consulting Dept Head @ (January 2007 - January 2009)
- Retail High Net Worth @ (January 2006 - January 2006)
- SVP, Marketing Executive, MidAtlantic Retail Bank @ (January 2002 - January 2004)
- SVP, Consumer Market Executive @ (January 2000 - January 2002)
- VP, Regional Sales and Service Manager @ (January 1998 - January 2000)
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.
Looking for a different Romi Garvey?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co