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Robert Grillo Email & Phone Number
Senior Client Service Associate
at
Edelman Financial Engines
1 work email found
@edelmanfinancialengines.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Client Service Associate
Location
Yonkers, New York, United States
Company size
Who is Robert Grillo? Overview
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Quick answer
Robert Grillo is listed as Senior Client Service Associate at Edelman Financial Engines, a company with 1492 employees, based in Yonkers, New York, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com and a matched LinkedIn profile for Robert Grillo.
Robert Grillo previously worked as Client Service Associate at Edelman Financial Engines and Private Client Associate at Clarfeld | Citizens Private Wealth. Robert Grillo holds Bachelor Of Business Administration (B.B.A.), Accounting, Gpa 3.82 from The College Of Westchester.
Company email context
Email format at Edelman Financial Engines
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{first_initial}{last}@edelmanfinancialengines.com
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AeroLeads found 1 current-domain work email signal for Robert Grillo. Compare company email patterns before reaching out.
Profile bio
About Robert Grillo
Operations and finance specialist with 6 years of experience assisting 250+ clients optimize their investment returns. Passionate about learning, collaboration, and utilizing strategies to solve client problems and ensure 100% satisfaction. Knowledgeable about retirement plans, portfolio management, fund allocations, and settlements. Skilled in communication, teamwork, organization, and improving processes.
Current workplace
Robert Grillo's current company
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Edelman Financial Engines
4 roles
Robert Grillo work experience
A career timeline built from the work history available for this profile.
Client Service Associate
Current- Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork
- Provide superior client service by handling all incoming client requests and following-through to ensure client’s needs are met
- Monitor client account activity, researching and resolving issues
- Prepare and review all new account paperwork to ensure documents are complete and in good order
- Verify accounts are traded into… Show more
- Verify accounts are traded into the correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected
Nov 2021 - Present
Private Client Associate
- Create 250+ client portfolios ranging from $1M-$50M+ in Black Diamond and conduct daily reviews for accuracy
- Reconcile data from financial statements and electronic downloads to firm’s portfolio software
- Develop quarterly reports highlighting performance to date, allocations, benchmarks analysis, and withdrawals/deposits
- Oversee and execute 10-15 wires monthly ranging from $25K-$100K, totaling $200K+ in settlements
- Liaison between 4 advisors and 100+ clients, and manage… Show more
- Liaison between 4 advisors and 100+ clients, and manage daily communication through email and phone calls
Oct 2015 - Oct 2021
Online Shopping Supervisor
Great Atlantic & Pacific Tea Company
- Supervised staff of 8 employees to manage order selection, order flow, client interaction, and customer satisfaction
- Trained 9 staff members on ordering software, products, product placement, packaging, and time management
- Processed payroll ($10K+ monthly), created daily sales reports, and maintained website functionality
- Managed 400+ customer service requests monthly and helped customers navigate the online shopping website
- Oversaw 2K+ orders monthly totaling $200K+ in… Show more
- Oversaw 2K+ orders monthly totaling $200K+ in revenue and performed variance analysis on weekly sales Show less
Dec 1997 - Sep 2010
Team & coworkers
Colleagues at Edelman Financial Engines
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1492 employees →
BV
Barbara Valdez
Colleague at Edelman Financial Engines
Bolivar State, Venezuela, Venezuela, Bolivarian Republic Of
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SM
Shannon Maloney
Colleague at Edelman Financial Engines
Boston, Massachusetts, United States, United States
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JA
Jason Alvarez, Cfp®
Colleague at Edelman Financial Engines
Everett, Massachusetts, United States, United States
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TO
Tsuyoshi Ozaki
Colleague at Edelman Financial Engines
San Francisco Bay Area, United States
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CD
Christopher Diaz
Colleague at Edelman Financial Engines
Villa Park, Illinois, United States, United States
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ML
Mary Lee Schultz
Colleague at Edelman Financial Engines
Greater Richmond Region, United States
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DP
David Pfister
Colleague at Edelman Financial Engines
Palo Alto, California, United States, United States
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KW
Kevin Weng
Colleague at Edelman Financial Engines
Sunnyvale, California, United States, United States
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EP
Eric Phillip
Colleague at Edelman Financial Engines
Houston, Texas, United States, United States
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NW
Nefertari Ward, Cfp®
Colleague at Edelman Financial Engines
Charlotte Metro, United States
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Barbara Valdez
Colleague at Edelman Financial Engines
Bolivar State, Venezuela, Venezuela, Bolivarian Republic Of
View →
SM
Shannon Maloney
Colleague at Edelman Financial Engines
Boston, Massachusetts, United States, United States
View →
JA
Jason Alvarez, Cfp®
Colleague at Edelman Financial Engines
Everett, Massachusetts, United States, United States
View →
TO
Tsuyoshi Ozaki
Colleague at Edelman Financial Engines
San Francisco Bay Area, United States
View →
CD
Christopher Diaz
Colleague at Edelman Financial Engines
Villa Park, Illinois, United States, United States
View →
ML
Mary Lee Schultz
Colleague at Edelman Financial Engines
Greater Richmond Region, United States
View →
DP
David Pfister
Colleague at Edelman Financial Engines
Palo Alto, California, United States, United States
View →
KW
Kevin Weng
Colleague at Edelman Financial Engines
Sunnyvale, California, United States, United States
View →
EP
Eric Phillip
Colleague at Edelman Financial Engines
Houston, Texas, United States, United States
View →
NW
Nefertari Ward, Cfp®
Colleague at Edelman Financial Engines
Charlotte Metro, United States
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2 education records
Robert Grillo education
Bachelor Of Business Administration (B.B.A.), Accounting, Gpa 3.82
Associate Applied Science, Accounting, Gpa 3.80
The College Of Westchester
FAQ
Frequently asked questions about Robert Grillo
Quick answers generated from the profile data available on this page.
What company does Robert Grillo work for?
Robert Grillo works for Edelman Financial Engines.
What is Robert Grillo's role at Edelman Financial Engines?
Robert Grillo is listed as Senior Client Service Associate at Edelman Financial Engines.
What is Robert Grillo's email address?
AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Robert Grillo at Edelman Financial Engines.
Where is Robert Grillo based?
Robert Grillo is based in Yonkers, New York, United States while working with Edelman Financial Engines.
What companies has Robert Grillo worked for?
Robert Grillo has worked for Edelman Financial Engines, Clarfeld | Citizens Private Wealth, and Great Atlantic & Pacific Tea Company.
Who are Robert Grillo's colleagues at Edelman Financial Engines?
Robert Grillo's colleagues at Edelman Financial Engines include Barbara Valdez, Shannon Maloney, Jason Alvarez, Cfp®, Tsuyoshi Ozaki, and Christopher Diaz.
How can I contact Robert Grillo?
You can use AeroLeads to view verified contact signals for Robert Grillo at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.
What schools did Robert Grillo attend?
Robert Grillo holds Bachelor Of Business Administration (B.B.A.), Accounting, Gpa 3.82 from The College Of Westchester.
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