Robert Marchetti
Client Portfolio Director, OCIO Retirement Solutions at Mercer Investments
- Role
- Client Portfolio Director, Ocio Retirement Solutions at Mercer
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Client Portfolio Director, Ocio Retirement Solutions
Apr 2014 — Present · Boston, MA, US
Mercer Delegated Investment Solutions
Education
Fairfield University
BS, Finance
1994 — 1998
Boston College Carroll School of Management
MBA, Finance
2002 — 2005
Skills
- Building Relationships
- Series 7
- Retirement
- Dcio
- Networking
- Competitive Analysis
- Sales
- Investments
- Mutual Funds
- Asset Allocation
- Series 63
- Marketing
- Business Development
- Defined Contribution
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