Robert P.
Innovative Wealth Management leader and coach focused on continuous improvement for my team, my clients, and myself.
- Role
- Managing Director, Wealth Operations and Innovation at United Community
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Robert P.
Experienced Wealth Management Executive with twenty+ years of success in Banking and the Wealth Management & Trust industry. Strong Operations leader focused on ‘people and experience’ to create and lead high performing teams through small and large scale strategic initiatives (including mergers and acquisitions) and day-to-day functions. Fosters culture of collaboration/teamwork, continuous improvement, accountability, and outstanding internal and external client service and satisfaction through strengths-based leadership coaching. Founder of FIRMA Operations Peer Group, Past Chair of the Michigan Bankers Association Trust Retirement Committee, Member American Bankers Association with Certified Securities Operations Professional (CSOP) designation and Certified Trust Operations Professional (CTOP™) designation.
Experience
Managing Director, Wealth Operations and Innovation
Mar 2024 — Present · Greenville, SC, US
Oversight of all operational, reporting, and client service activities within United Community Wealth. Key member of the Wealth executive leadership team and serves as strategic leader for enhancing the advisor and client experience.
Education
Erie Business Center
Associate's Degree, Business Management, Marketing, Sales
Cannon Financial Institute
CSOP, Certified Securities Operations Professional
2007 — 2009
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