Robert Leonardi
Head of Retail Distribution Contracts and Private Markets Client Service at Invesco US
- Role
- Head of Private Market Client Service and Retail Dist Client Contracting at Invesco Us
- Location
- Cranford, NJ, US
- LinkedIn followers
- 500 followers
About Robert Leonardi
As Head of Retail Distribution Client Contracting and Private Market Client Service, I lead initiatives that bridge operational excellence with client-centric innovation across both traditional and alternative investment platforms. Currently focused on building a scalable Private Markets client service model. My works spans cross-functional collaboration with product, distribution, legal, finance, and transfer agents to ensure seamless onboarding, reporting and lifecycle support. With a strong background in distribution contracting, I bring a deep understanding of platform dynamics, fee structures and strategic partnerships across multiple product lines, Mutual Funds, ETFs, SMAs, 1031 DSTs, interval funds and private credit structures. I’m passionate about designing service models that not only meet regulatory and operational standards but also elevate the client experience.
Experience
Head of Private Market Client Service and Retail Dist Client Contracting
Jan 2020 — Present · New York, NY, US
Education
College of Staten Island
BS, Finance
1992 — 1996
Skills
- Series 6
- Defined Contribution Plans
- Series 24
- Transfer Agency
- 457 Plans
- Project Management
- Mutual Funds
- Financial Services
- 408(B)(2)
- Series 26
- Wealth Management
- Management
- Relationship Management
- Investments
- Pay to Play
- Asset Allocation
- Financial Planning
- Retirement
- 404(a)(5)
- Trading
- Securities
- Back Office
- Operations Management
- Project Planning
- Retirement Planning
- Finance
- Finra
- 403 B
- Series 7
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