Bruno Distefano
ACA Client Relationship Manager Distribution
- Role
- Client Success Manager at ACA Group
- Location
- Medford, NJ, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Bruno Distefano
At Foreside, we pair comprehensive and customized advice with best-in-class technology to…
Experience
Client Success Manager
Mar 2023 — Present
Education
Richard Stockton College of New Jersey
Bachelor's degree
Skills
- Series 63
- Wealth Management
- Fixed Income
- Securities
- Fund Accounting
- Aml
- Back Office
- Etfs
- Relationship Management
- Trading
- Fund of Funds
- Asset Management
- Bloomberg
- Hedge Funds
- Fund Administration
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Series 24
- Finra
- Asset Allocation
- Mutual Funds
- Global Custody
- Anti Money Laundering
- Derivatives
- Investment Management
- Equities
- Investment Advisory
- Series 7
- Financial Services
- Securities Lending
- Investments
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