Roberto Roffo
Merrill Lynch Wealth Management
- Role
- Wealth Management Advisor at Merrill Lynch
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Roberto Roffo
EXECUTIVE SUMMARY Results-driven Asset & Wealth Management executive with extensive…
Experience
Wealth Management Advisor
Sep 2024 — Present · Princeton, NJ, US
Education
University of Massachusetts Boston
BA
Skills
- Series 63
- Municipal
- Financial Structuring
- Bloomberg
- Finance
- Portfolio Management
- Series 7
- Asset Allocation
- Mutual Funds
- Interest Rates
- Trading
- Municipal Bonds
- Hedge Funds
- Etfs
- Uniform Combined State Law
- Fixed Income
- Asset Management
- Credit Derivatives
- Investments
- Derivatives
- Bonds
- Swaps
- Investment Strategies
- Alternative Investments
- Series 66
- Structured Finance
- Corporate Bonds
- Securities Regulation
- Securities
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