Robert Pellechia
Seasoned professional with a passion towards relationship management and communication improvement.
- Role
- Independent Affiliate at The Communication Protocol
- Location
- Oyster Bay, NY, US
- LinkedIn followers
- 500 followers
About Robert Pellechia
Seasoned professional, strategic, mission-focused and process-minded with a passion towards business analysis and relationship management. Helping to guide businesses in improving processes and creating a detailed business analysis, outlining problems, opportunities and solutions. Regarding the financial services industry, I am adept in operational and workflow processes for broker-dealer clearing and custody. In addition, I also worked closely with investment advisors and money managers from a client service, custody and clearing perspective. Throughout my career I have been effective in front office client facing roles excelling in customer relationship management and assisting clients grow their business either organically or by driving originating business. I have a proven record of increasing client profitability, building partner relationships and improving business environments. In addition to being a highly effective communicator with clients, senior management and colleagues covering a broad range of products, technology and operational issues, I am also proficient in the following areas:> Cross Selling Financial Products & Services > Leadership | Crisis Management > Pricing structure | Negotiating | Increased Revenue > Clearing Fully-Disclosed / Custody | Prime Brokerage > Regulatory | Compliance | KYC > Relationship Management > Error Management | Dispute Resolution | Problem Remediation
Experience
Independent Affiliate
Jul 2022 — Present · New York, NY, US
Humanizing Workplace Communication A unique online program with proven results: Increase retention Boost productivity and collaboration Create a better culture Improve self-awareness and coping skilss Gain practical communication tools Developed by Debra Roberts, LCSW, She teaches her proven and proprietary system for approaching communication in a practical and productive way. She is a conversation expert with 25+ years of experience as a Licensed Clinical Social Worker, a Business Consultant and Trauma Consultant. Debra is also a columnist for Inc.com
Education
Adelphi University
Bachelors of Business Administration, Finance
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