Robert Lonardo
Team Lead, Wealth Brokerage Operations at Citizens Investment Services, Inc.
- Role
- Wealth Brokerage Operations, Team Lead Trade Desk at Citizens Financial Group, Inc
- Location
- Providence County, RI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Robert Lonardo
Specialties: Project Management, Management Proficiency, Process Improvement, Performance…
Experience
Wealth Brokerage Operations, Team Lead Trade Desk
Oct 2015 — Present · Providence, RI, US
Education
University of Miami
Bachelor of Science
1992 — 1997
Skills
- New Business Development
- Business Planning
- Investments
- Strategic Planning
- Process Improvement
- Financial Services
- Asset Management
- Retirement
- Retirement Planning
- Business Strategy
- Series 63
- Management Consulting
- Business Development
- Trading
- Project Management
- Series 7
- Finance
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