Vp Of Client Success, Dafs
Current
Oct 2024 - Present
AeroLeads people directory · profile
Robert Romano Email & Phone Number
VP of Client Success, DAFs
at
Foundation Source
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
VP of Client Success, DAFs
Location
Charlotte Metro, United States, United States
Company size
Who is Robert Romano? Overview
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Quick answer
Robert Romano is listed as VP of Client Success, DAFs at Foundation Source, a company with 156 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Robert Romano.
Robert Romano previously worked as Head of Client Success at Vennfi, Inc. (Acquired By Foundation Source) and Chief Operating Officer, TIFIN Give at Tifin Wealth. Robert Romano holds Bachelor Of Science (B.S.), Economics from United States Military Academy At West Point.
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Foundation Source
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Profile bio
About Robert Romano
Robert Romano is a VP of Client Success, DAFs at Foundation Source. They is proficient in English.
Current workplace
Robert Romano's current company
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Foundation Source
10 roles · 25 years
Robert Romano work experience
A career timeline built from the work history available for this profile.
Head Of Client Success
Jan 2024 - Oct 2024
Chief Operating Officer, Tifin Give
The postings on this site are my own and do not necessarily represent the postings, strategies, or opinions of the TIFIN Group LLC, TIFIN WealthTech LLC, Magnifi LLC, TIFIN Give, TIFIN Grow LLC, TIFIN.AI LLC, or any other affiliate entities of TIFIN.
Jun 2022 - Oct 2023
Chief Operating Officer
Jun 2022 - Oct 2023
Vice President
TIFIN Give leverages the tax-efficiency of Donor Advised Funds (DAF) to maximize clients’ investment impact while building multi-generational relationships for the advisors we serve.
Mar 2022 - Jun 2022
Vice President, Charitable Services
Aug 2019 - Feb 2022
Vice President - Private Client Advisor
Responsible for connecting individuals, families, and institutions, to integrated wealth and investment management solutions to help advance their financial objectives. Approach combines the client experience of a private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment solutions as.
2017 - Aug 2019
Vice President - Prime Brokerage
Relationship Manager to the CFOs, COOs, and staff of approximately 30 hedge fund clients (Multi-Strat/Equity Long Short/Credit/Event-Driven) - Worked with clients to implement operational best practices. Areas include: margin, collateral, asset protection, derivatives, cash management, operational due diligence, compliance, regulatory reporting, and.
2011 - 2016
~5 yrs
Vice President - Equity Derivative Operations
Operations Manager of the Trade Support team for the Synthetic Product Group (annual trading flows of approximately $25Bn) - Provided guidance, training, and support to team of direct reports responsible for operational flow of equity derivative trading - Responsibilities included asset servicing of derivative positions and physical hedges, implementation.
2006 - 2011
~5 yrs
Captain
- Battalion Assistant Operations Officer- Tactical Director- Tactical Control Officer- Platoon Leader
2001 - 2006
~5 yrs
Team & coworkers
Colleagues at Foundation Source
Other employees you can reach at foundationsource.com. View company contacts for 156 employees →
GL
Gabriela L.
Colleague at Foundation Source
Atlanta, Georgia, United States, United States
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LM
Lindsay Martin
Colleague at Foundation Source
Bloomfield, Connecticut, United States, United States
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JW
Jacqueline Williams
Colleague at Foundation Source
New York City Metropolitan Area, United States
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SM
Sheila Mcginley Renovitch
Colleague at Foundation Source
New York City Metropolitan Area, United States
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CD
Christina Diaz
Colleague at Foundation Source
New York City Metropolitan Area, United States
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DN
Dean Nuttall
Colleague at Foundation Source
Lehi, Utah, United States, United States
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ES
Eddie Shapiro
Colleague at Foundation Source
Trumbull, Connecticut, United States, United States
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ME
Mary Ellen Quinn
Colleague at Foundation Source
West Palm Beach, Florida, United States, United States
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RH
Robyn Hullihan
Colleague at Foundation Source
New York, New York, United States, United States
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JM
James Maccone, Mba
Colleague at Foundation Source
Milford, Connecticut, United States, United States
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Gabriela L.
Colleague at Foundation Source
Atlanta, Georgia, United States, United States
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LM
Lindsay Martin
Colleague at Foundation Source
Bloomfield, Connecticut, United States, United States
View →
JW
Jacqueline Williams
Colleague at Foundation Source
New York City Metropolitan Area, United States
View →
SM
Sheila Mcginley Renovitch
Colleague at Foundation Source
New York City Metropolitan Area, United States
View →
CD
Christina Diaz
Colleague at Foundation Source
New York City Metropolitan Area, United States
View →
DN
Dean Nuttall
Colleague at Foundation Source
Lehi, Utah, United States, United States
View →
ES
Eddie Shapiro
Colleague at Foundation Source
Trumbull, Connecticut, United States, United States
View →
ME
Mary Ellen Quinn
Colleague at Foundation Source
West Palm Beach, Florida, United States, United States
View →
RH
Robyn Hullihan
Colleague at Foundation Source
New York, New York, United States, United States
View →
JM
James Maccone, Mba
Colleague at Foundation Source
Milford, Connecticut, United States, United States
View →
1 education record
Robert Romano education
FAQ
Frequently asked questions about Robert Romano
Quick answers generated from the profile data available on this page.
What company does Robert Romano work for?
Robert Romano works for Foundation Source.
What is Robert Romano's role at Foundation Source?
Robert Romano is listed as VP of Client Success, DAFs at Foundation Source.
Where is Robert Romano based?
Robert Romano is based in Charlotte Metro, United States, United States while working with Foundation Source.
What companies has Robert Romano worked for?
Robert Romano has worked for Foundation Source, Vennfi, Inc. (Acquired By Foundation Source), Tifin Wealth, Tifin Give, and Amicus.Io (Acquired By Tifin Give).
Who are Robert Romano's colleagues at Foundation Source?
Robert Romano's colleagues at Foundation Source include Gabriela L., Lindsay Martin, Jacqueline Williams, Sheila Mcginley Renovitch, and Christina Diaz.
How can I contact Robert Romano?
You can use AeroLeads to view verified contact signals for Robert Romano at Foundation Source, including work email, phone, and LinkedIn data when available.
What schools did Robert Romano attend?
Robert Romano holds Bachelor Of Science (B.S.), Economics from United States Military Academy At West Point.
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