Robert Catalano
B.S In Finance | Advisory Account Coordinator
- Role
- Advisory Account Coordinator at Janney Montgomery Scott LLC
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Robert Catalano
I am a dedicated and result driven professional with a strong track record of achieving success in my field. With a diverse background and experience in various industries, I bring a versatile skill set to the table. I am highly organized, detail-oriented, and have a proven ability to adapt to new environments and challenges. I excel in providing excellent customer service and building positive relationships with clients and colleagues. With a commitment to continuous learning and professional development, I am always seeking opportunities to expand my knowledge and skill set. I am excited to leverage my expertise and contribute to the growth and success of a dynamic organization.
Experience
Advisory Account Coordinator
Jul 2023 — Present · Philadelphia, PA, US
Facilitated the creation of onboarding shells for new money managers and investment strategies, ensuring a smooth integration into the platform. I worked closely with financial advisors to address and resolve any issues related to managed accounts, acting as a key intermediary to relay crucial information between advisors and money managers to ensure optimal client account management. Additionally, I conducted thorough audits of managed accounts, identifying and resolving coding and mapping discrepancies to maintain the accuracy of clients accounts to ensure timely trading.
Education
Rowan University
Bachelor's degree, Finance, General
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.