Roberto Dirzo
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Roberto Dirzo Email & Phone Number

Location: Chicago, Illinois, United States 4 work roles 1 school
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Role
Trust Associate I
Location
Chicago, Illinois, United States
Company size

Who is Roberto Dirzo? Overview

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Quick answer

Roberto Dirzo is listed as Trust Associate I at Wintrust Private Trust Company, N.A., a company with 27 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Roberto Dirzo.

Roberto Dirzo previously worked as Trust Associate I at Wintrust Wealth Management and Account Executive at Prosper Trading Academy. Roberto Dirzo holds Bachelor'S Of Science In Business, Finance from Depaul University.

Company email context

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Wintrust Private Trust Company, N.A.

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Profile bio

About Roberto Dirzo

Roberto Dirzo is a Trust Associate I at Wintrust Private Trust Company, N.A..

Current workplace

Roberto Dirzo's current company

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Wintrust Private Trust Company, N.A.
Wintrust Private Trust Company, N.A.
Trust Associate I
Chicago, IL, US
Employees
27
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4 roles

Roberto Dirzo work experience

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Trust Associate I

Current

Chicago, Illinois, United States

Efficiently handle large amounts of payment processing, ensuring timely and accurate transactions for clients with a quick turnaround time on requests. Maintain records of financial transactions, ensuring accuracy, compliance, and completeness. Assist in handling self directed client trades; equities, mutual funds, and bond trading in a timely manner..

Mar 2024 - Present

Account Executive

Chicago, Illinois, United States

Acted as a trusted advisor to clients and prospects, offering tailored financial education programs and coaching support to enhance performance in the stock market. Operated in a high call volume environment, based out of the Chicago Board of Trade. Adapting to market dynamics was integral in effectively engaging prospects and demonstrating a comprehensive.

Jan 2020 - Jun 2023

Financial Retail Specialist I

4749 Lincoln Mall Drive, Matteson, IL

Proficiently supported various general banking operations, including handling deposits, withdrawals, and inquiries. Proactively promoted and sold additional financial products such as credit cards, personal loans, and auto refinancing to meet client needs. Demonstrated expertise in recommending more advantageous financial options to members, such as.

Dec 2017 - Dec 2018
1 education record

Roberto Dirzo education

FAQ

Frequently asked questions about Roberto Dirzo

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What company does Roberto Dirzo work for?

Roberto Dirzo works for Wintrust Private Trust Company, N.A..

What is Roberto Dirzo's role at Wintrust Private Trust Company, N.A.?

Roberto Dirzo is listed as Trust Associate I at Wintrust Private Trust Company, N.A..

Where is Roberto Dirzo based?

Roberto Dirzo is based in Chicago, Illinois, United States while working with Wintrust Private Trust Company, N.A..

What companies has Roberto Dirzo worked for?

Roberto Dirzo has worked for Wintrust Private Trust Company, N.A., Wintrust Wealth Management, Prosper Trading Academy, and Credit Union 1.

How can I contact Roberto Dirzo?

You can use AeroLeads to view verified contact signals for Roberto Dirzo at Wintrust Private Trust Company, N.A., including work email, phone, and LinkedIn data when available.

What schools did Roberto Dirzo attend?

Roberto Dirzo holds Bachelor'S Of Science In Business, Finance from Depaul University.

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