James Robelotto
SMA Relationship Specialist
- Role
- Sma Relationship Specialist at Capital Group
- Location
- Redondo Beach, CA, US
- LinkedIn followers
- 500 followers
About James Robelotto
Capital Client Group, Inc.
Experience
Sma Relationship Specialist
Apr 2025 — Present · Los Angeles, CA, US
Education
California State University-Long Beach
Bachelor's Degree
2009 — 2014
Skills
- Financial Analysis
- Teamwork
- Crd
- Excellent Written and Verbal Communication Skills
- Tableau
- Proficient in Microsoft Office (Word, Excel, Powerpoint, Outlook)
- Microsoft Word
- Laserfiche
- Recruiting
- Microsoft Crm
- Data Analysis
- Compliance Management
- Investments
- Research
- Customer Service
- Powerpoint
- Public Speaking
- Blackrock Aladdin
- Ambitious Self Starter Who Excels in Both Individual and Team Environments
- Microsoft Excel
- Sma
- Model Portfolios
- Finance
- Spanish
- Time Management
- Detail-Oriented and Able to Multi-Task Productively
- Team Leader Who Welcomes Diversity
- Fixed Income
- Bloomberg Terminal
- Analysis
- Leadership
- Separately Managed Accounts
- Fi360
- Market Research
- Quick Learner with a Strong Aptitude for Research and Analytical Problem Solving
- Microsoft Office
- Portfolio Management
- Mutual Funds
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