Joe Robitaille Email & Phone Number

New York City Metropolitan Area

· Provides front line contact for on-demand client calls and inquiries.· Identifies and prioritizes critical client requests and needs.· Partners with senior team members (Senior Client CIOs & Senior Consultants) as a back-up for client accounts which includes direct client interaction via in-person meetings, email and telephone.· Manage and coordinate quarterly investment reviews, presentations, and client communication materials.· Ensure accurate and high-quality… Show more · Provides front line contact for on-demand client calls and inquiries.· Identifies and prioritizes critical client requests and needs.· Partners with senior team members (Senior Client CIOs & Senior Consultants) as a back-up for client accounts which includes direct client interaction via in-person meetings, email and telephone.· Manage and coordinate quarterly investment reviews, presentations, and client communication materials.· Ensure accurate and high-quality deliverables· Monitor and assist internal partners with critical client deliverables including: · comprehensive investment policy review and development · investment implementation/rebalancing · Investment manager evaluation, · performance reporting and evaluation · asset allocation/asset liability work and verbal and written communication to clients pertaining to fund information or other client requests, projects or needs.· Research and communicate client manager performance and key drivers of their investment process, including rationale of Russell's rankings. Collaborate with Senior Consultants,Russell's manager research, and clients to facilitate manager replacement searches.· Coordinate design and creation of customized analysis and responses to ad-hoc client and consultant inquiries. Show less

Greater New York City Area

• Cultivate productive, professional relationships with new and existing clients, driving accelerated business growth.• Partner with the CIO and fiduciary pension consultants on providing pension plans, investment analysis, and recommendations to large institutional clients.• Deliver portfolio reconstruction, asset allocation studies, fee benchmarking studies, and more as a trusted company resource.• Compile and reconcile client portfolio and investment data to conduct ongoing… Show more • Cultivate productive, professional relationships with new and existing clients, driving accelerated business growth.• Partner with the CIO and fiduciary pension consultants on providing pension plans, investment analysis, and recommendations to large institutional clients.• Deliver portfolio reconstruction, asset allocation studies, fee benchmarking studies, and more as a trusted company resource.• Compile and reconcile client portfolio and investment data to conduct ongoing performance reviews and maintain a proprietary database with client plans.• Monitor best practices and trends by calculating investment/portfolio performance benchmarks and risk metrics for mutual funds, ETFs, trusts, and other options. Show less

East Brunswick, Nj

• Accurately generated and reviewed detailed biweekly reports on the Branch’s payroll, billing, and hours; resolved errors and discrepancies in a timely manner.• Fostered a productive, efficient work environment through proactive communications and collaboration, optimizing employee morale, operational efficiency, problem resolution.• Demonstrated advanced proficiency using WinTeam payroll software.• Conduct the full employee lifecycle (e.g. hiring, termination, scheduling… Show more • Accurately generated and reviewed detailed biweekly reports on the Branch’s payroll, billing, and hours; resolved errors and discrepancies in a timely manner.• Fostered a productive, efficient work environment through proactive communications and collaboration, optimizing employee morale, operational efficiency, problem resolution.• Demonstrated advanced proficiency using WinTeam payroll software.• Conduct the full employee lifecycle (e.g. hiring, termination, scheduling, staffing) for all accounts, ensuring quality employees provide proper coverage according to various contract requirements. Show less

East Brunswick, New Jersey

• Directed a team of Security Officers working 24/7, 365 days per year in executing detailed ad hoc audits of the security access control for a multitude of high‐profile corporate clients.• Created meticulous records for all visitor logs and security officer payroll.

Freehold, Nj

Coordinate with staff members to ensure a smooth and conductive working environment. Also provided cross-functional skills by working in any area that was short on staff.

Freehold, Nj

Utilized effective teamwork with coworkers to provide a smooth and effective working environment, while also working to ensure the safety and security of the staff and guests.

Howell, Nj

Worked closely with people, and utilized leadership and motivational techniques to direct others. Provided people with athletic cardiovascular endurance, and strength training techniques.

Bachelor Of Science (B.S.), Finance, General, Graduate

Activities and Societies: Lambda Alpha Sigma Academic Honors Participated in the National Business Simulation Challenge (CAPSIM) Currently.

Associate Of Arts (A.A.), Business Administration And Management, General