Robert Romano Email & Phone Number

Charlotte, Nc, Us

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.

Charlotte, North Carolina, United States

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.

Charlotte, North Carolina Area

Charlotte, North Carolina Area

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 well as customized credit and banking offerings.

Greater New York City Area

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 general investment management support - Facilitated access to new products and markets - Served as a subject matter expert for the integration of equity derivatives into Goldman Sachs Prime Brokerage

Greater New York City Area

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 of trade booking best practices, and daily trading desk support - Global coordination of operations and technology efforts to improve the equity derivative products in face of constantly changing regulatory landscape

Fort Bliss, Tx / Al Jaber Ab, Kuwait

- Battalion Assistant Operations Officer- Tactical Director- Tactical Control Officer- Platoon Leader