Robert Mainello, Cfp®️ Email & Phone Number

Philadelphia, Pennsylvania

• In charge of investment decision making and trading for approximately $4.5 billion AUM across 300+ Private Bank client accounts.
• Construct and oversee diverse portfolios of asset classes including equities, taxable and tax-exempt fixed income, liquid and private alternative investments, real estate and commodities.
• Utilize insights from prospect discovery meetings to develop and present customized investment solution proposals for prospective Private Bank clients.
• Provide one-on-one client interactions through investment reviews and promptly answering ad hoc investment inquiries.
• Research and compose timely market commentary and investment fact sheets for senior management and clients.ELECTIONS TO STRATEGIC COMMITTEES AT WELLS FARGO PRIVATE BANKNational Investment Strategist Committee
• Elected by National Senior Management to serve on seven-member committee to discuss the questions that are top of mind to clients and the best practices we use to serve our High Net Worth clients.

• Fixed Income Portfolio Manager for a wide range of SEI's managed accounts. Fluent in the analysis and trading of Treasuries, IG Credit, TIPS, Bank CDs, Government Agency bonds, STRIPS, Floating Rate Notes.
• In charge of all aspects of relative-value analysis, security selection and trade execution for approximately $2 billion AUM across 2,000 of SEI’s Fixed Income Separately Managed Investment accounts.
• Buy and sell a wide range of fixed income products including United States Treasury securities, TIPS, STRIPS, Investment-Grade corporate debt and Municipal debt with maturities ranging from six months to 30 years.
• Designed scalable investment and asset allocation strategy to efficiently execute approximately 30-40 block fixed income trades per day ranging in par value from $5,000-$5,000,000 with each trade allocated across tens.
• Ensure timely and accurate settlement of all trades as well as daily cash trades for SEI’s $6 billion money market fund.
• Utilize a variety of marketplace’s largest trading platforms including Bloomberg, MarketAxess, TradeWeb and phone wire to achieve best execution and price transparency for all trades.

Oaks, PA

*Actively research the creditworthiness of prospective portfolio holdings by obtaining and analyzing information from multiple sources including rating agencies and municipal official statements. *Provide portfolio managers with crucial information about upcoming primary market municipal issuances that fit within the guidelines and mandates of SEI's fixed.

Oaks, PA

• Accurately calculate daily and monthly Net Asset Valuations for 25 Goldman Sachs Hedge Fund of Funds valued at approximately $4.162 Billion.
• Actively analyze and reconcile every cash movement within my fund load including offsetting receivables, payables and expenses to their respective general ledger accounts on a daily basis.
• Meticulously calculate and deliver detailed monthly Revised and Final Valuation Reports for each Hedge Fund of Funds by analyzing and combining valuation data from many different Hedge Fund Administrators.
• Prepare detailed monthly expense budgets for every fund in my workload that lists and reconciles every expense that each fund incurs and accrues throughout the month.
• Enhance business relations between Goldman Sachs and many high profile clients by providing vital client deliverables in a highly deadline-driven job.
• Consistently record gain and loss values of all investment activity within my fund load to be reviewed by our auditors, Ernst & Young.

Actively maintained many high dollar Business to Business Accounts selling sports memorabilia products to companies such as American Express Rewards, Major League Baseball and Skymall.Served as the main liaison between these large companies and the Executive Vice President of Steiner Sports Marketing.Successfully planned and executed marketing events for.

• Actively participated in Construction Estimating and Property Valuation through extensive analytical techniques and research methods.
• Enhanced Subcontractor Relations by keeping constructive contact with more than 30 companies over the phone on a daily basis.
• Worked directly under Chief Estimating Officer and Ownership Partner

• Customer Service Specialist aiding around 50 customers per day.
• Developed new marketing strategies for a $500 million corporation
• Helped train new employees how to effectively interact with customers over the phone.

Master Of Business Administration (Mba)

B.S., Finance

Activities and Societies: Alpha Lambda Delta Honors Fraternity, College Entrepreneurship Club, Dean's List 5 seperate semesters, Penn.

Bachelor Of Science (Bs), Finance, General

Master'S Degree, Business Administration And Management, General