Robert Lonardo

Robert Lonardo Email and Phone Number

Team Lead, Wealth Brokerage Operations at Citizens Investment Services, Inc. @ Citizens Financial Group, Inc.
Robert Lonardo's Location
Providence County, Rhode Island, United States, United States
Robert Lonardo's Contact Details

Robert Lonardo work email

Robert Lonardo personal email

Robert Lonardo phone numbers

About Robert Lonardo

Specialties: Project Management, Management Proficiency, Process Improvement, Performance Management

Robert Lonardo's Current Company Details
Citizens Financial Group, Inc.

Citizens Financial Group, Inc.

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Team Lead, Wealth Brokerage Operations at Citizens Investment Services, Inc.
Employees:
1651
Robert Lonardo Work Experience Details
  • Citizens Financial Group, Inc.
    Wealth Brokerage Operations, Team Lead Trade Desk
    Citizens Financial Group, Inc. Oct 2015 - Present
    Providence, Rhode Island Area
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  • Citizens Investment Services, Inc.
    Wealth Brokerage Operations, Trade Specialist
    Citizens Investment Services, Inc. Mar 2015 - Oct 2015
    Providence, Rhode Island Area
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  • Merrill Lynch
    Investment Specialist
    Merrill Lynch Feb 2012 - Aug 2013
    Greater Boston Area
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  • Ckw Financial Group
    Director Of Operations
    Ckw Financial Group May 2010 - Aug 2010
    Honolulu, Hi
  • Fidelity Investments
    Client Manager
    Fidelity Investments Aug 2006 - Mar 2010
    San Francisco Bay Area
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  • Banc Of America Securities
    Financial Advisor
    Banc Of America Securities Jan 2004 - Jul 2005
    Providence, Rhode Island Area
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  • Axa Advisors
    Investment Advisor
    Axa Advisors Aug 2002 - Jan 2004
    Greater New York City Area
    View

Robert Lonardo Skills

Project Management Investments Process Improvement Series 63 Strategic Planning Asset Management Business Development Management Consulting Trading Business Planning New Business Development Business Strategy Series 7 Finance Retirement Retirement Planning Financial Services

Robert Lonardo Education Details

Frequently Asked Questions about Robert Lonardo

What company does Robert Lonardo work for?

Robert Lonardo works for Citizens Financial Group, Inc.

What is Robert Lonardo's role at the current company?

Robert Lonardo's current role is Team Lead, Wealth Brokerage Operations at Citizens Investment Services, Inc..

What is Robert Lonardo's email address?

Robert Lonardo's email address is rob.lonardo@me.com

What is Robert Lonardo's direct phone number?

Robert Lonardo's direct phone number is +140156*****

What schools did Robert Lonardo attend?

Robert Lonardo attended University Of Miami.

What skills is Robert Lonardo known for?

Robert Lonardo has skills like Project Management, Investments, Process Improvement, Series 63, Strategic Planning, Asset Management, Business Development, Management Consulting, Trading, Business Planning, New Business Development, Business Strategy.

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