Robert Delbuono

Lead Client Services Representative

Robert Delbuono is a skilled expert, who works in Broadridge main office of which is in 4. as a Lead Client Services Representative from 2017. This expert gained professional experience in more than 12 positions at different companies. Robert Delbuono went to the KEENE STATE COLLEGE and was studying there from 2010. New York, New York is the city, where this expert was lastly known to live. Their email address and number can be easily accessed through this website on demand.
Name variants:
Bob Delbuono, Bobbie Delbuono, Bobby Delbuono, Dob Delbuono, Rob Delbuono, Robbie Delbuono, Robby Delbuono, Robin Delbuono, Bert Delbuono, Bertie Delbuono
Last updated Jun 12, 2024

Contact Information

Last Update
Jul 9, 2022
Email
rd**@snet.net, ro**@broadridge.com
Location
New York, NY
Company

Workplace

Broadridge
Lead Client Services Representative

New Hyde Park, NY

Industry

Financial Services

Work History

Lead Client Services Representative

605 3Rd Ave, New York, NY 10158
Lead representative for a team of client service representatives who support the development and implementation of marketing strategies for financial professionals . Consult with regional ma...
from Jan 2017

Public Relations and Sales Training and Fund Raising

Massachusetts
Worked in the program development office interfacing with business owners to procure tax deductible donations for an international 501(c) 3 Non Profit by developing and maintaining relations...
May 2015 — Nov 2016

President

from Nov 2011

Investment Analyst and Administrative Associate and Insurance Agent

5455 north Union Blvd, Colorado Springs, CO 80918
Handled back office management for a financial planning firm. Was responsible for scheduling appointments, being the point of contact for clients, database entry and maintenance, and public ...
Mar 2011 — Nov 2016

Equity Trader and Technical Analyst and Fundamental Analyst

1 State St Plz, New York, NY
Used technical analysis, trend resistance levels and patterns, and fundamental analysis to determine proper execution prices for a hedge fund specializing in equities trading.Performed resea...
May 2010 — Jan 2011

Equities Trader/ Technical Analyst/ Fundamental Analyst

New York, NY
2010 — 2011

Team Member

Task force created by Governor Rell and Mayor Miron to develop short term strategy for remediation of Stratford Superfund properties. Reccomendations adopted by The US EPA and CT DEP into re...
Sep 2008 — May 2009

Wait Staff Member/ Kitchen Prep/Driver

Trumbull, CT
2007 — 2009

Team Member

Served as a liason between property owners and the US EPA, the Town of Stratford and CT DEP for the clean up of contaminated properties in the Raymark Superfund site. Worked at building conc...
Jun 2000 — Jun 2008

Investment Analyst/Administrative Assistant/ Insurance Broker

2000 — 2011

President

5455 north Union Blvd, Colorado Springs, CO 80918
Real Estate Broker Insurance Agency Certified Financial Planner Licensee I can help smooth the path and help you accomplish what you want out of this life. I work well with entrepreneurs...
from Jan 1990

Investment Advisor and Registered Representative

Strategic Planning Advisor to the CEO on Employee Benefits and retirement Plan. Registered Investment Advisor Agent serving successful business owners, entrepreneur's and executives. Provide...
1986 — 2011

Education

Bachelor of Science in Economics

Keene, NH
from May 2010

High School Diploma

Trumbull, CT
from Jun 2006
2006 — 2010

Occupations

Executive
Chairperson
Accountant
Finance and Accounting Specialist
Advisor
Representative
Chief Executive Officer
Sales Specialist
Agent
Chief Executive
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Sales Representative

Skills

Investments
Retirement Planning
Strategy
Financial Planning
Wealth Management
Insurance
Strategic Planning
Employee Benefits
Mutual Funds
Business Development
Entrepreneurship
Management
Financial Advisory
Fixed Annuities
Small Business
Real Estate
Leadership
Team Building
401K
Customer Service
New Business Development
Sales
Series 7
Marketing
Sales Management
Estate Planning
Management Consulting
Training
Start Ups
Strategic Financial Planning
Coaching
Selling
Mergers and Acquisitions
Profit Sharing
Asset Protection Strategies
Social Media
Non Profit Development
Qualitative and Quantitative Research Methodologies
Budgeting and Forecasting
Fundamental Analysis
Technical Analysis
Data Entry
Crm Databases
Office Administration
Fundraising
Financial Market Research
Morningstar
Equities
Financial Planning Software
Block Trading
Microsoft Office
Investment Strategies
Client Prospecting
Public Relations
Trading
Licensed Life and Health Insurance Broker
Technical and Fundamental Analysis
Microsoft Office Experience
Client Relationship Software Experience
Financial Plan Development Experience

FAQs about Robert Delbuono

What is the profession of Robert Delbuono?

This professional's job is Lead Client Services Representative

What jobs is Robert a professional at?

Robert is a professional Executive and Chairperson jobs.

Where is Robert Delbuono currently located?

Robert is located in New York, New York.

Does the expert have the email address?

rd**@snet.net and ro**@broadridge.com is Robert Delbuono's email address.

Where did Robert Delbuono work?

Robert worked at Broadridge, Teen Challenge New England & New Jersey.

Where has Robert Delbuono studied?

Robert studied at the KEENE STATE COLLEGE from 2010.

What languages does Robert Delbuono speak?

Robert Delbuono speaks English.

What is the industry that Robert Delbuono is connected to?

Robert Delbuono works in Financial Services industry.
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