Since 2019, Robert P Marrone has been working in Frankel Loughran Starr & Vallone situated 381, 381. This expert is a high-skilled Senior Manager - Family Office with over 30 years of work experience. According to Robert's CV and work profile, this person has worked at more than seven places with numerous backgrounds and got various skills. Robert attended school at the University of Central Florida from 2005 to 2006. Robert P Marrone has professional certification in Certified Financial Planner and Certified Financial Planner™ Professional. Robert can be found in Miami, Florida – where the professional is currently located. You can search for the person's email address and number. We can also provide you with exhaustive contact information upon request.
Name variants:
Bob Marrone,
Bobbie Marrone,
Bobby Marrone,
Dob Marrone,
Rob Marrone,
Robbie Marrone,
Robby Marrone,
Robin Marrone,
Bert Marrone,
Bertie Marrone
Last updated Jun 14, 2024
Contact Information
Last Update
Jun 25, 2022
Email
ro**@bellsouth.net
Location
Miami, FL
Workplace
Colleagues
Work History
Senior Manager - Family Office
Garden City, NY
Senior Manager specializing in business development and operations within the Family Office division at Frankel Loughran Starr & Vallone LLP. FLSV is a New York based premier accounting, tax...
from Aug 2019
Supervisor - Family Office
505 south Flagler Dr SUITE 900, West Palm Beach, FL 33401
Family Office Supervisor at CDL Family Office Services, the multi-family office within the CPA firm, Caler, Donten, Levine, Cohen, Porter & Veil, providing high net worth families with indep...
Mar 2018 — Jul 2019
Director of Family Office Services
1000 Hwy 9 north, Woodbridge, NJ
The Kislak Organization has established an impressive and respected track record that stands the test of time. From its Miami headquarters, the firm invests and operates nationwide on behalf...
Feb 2013 — Mar 31, 2017
Co-Founder and Vice President and Chief Investment Officer
Nov 2005 — Feb 2013
Education
2005 — 2006
1988 — 1992
Occupations
Executive
Treasurer
Senior Manager
Government Official
Premier
Accountant
Finance and Accounting Specialist
Real Estate Broker
Licensed Real Estate Broker
Supervisor
Certified Public Accountant
Doorman
Financial Officer
Financial Manager
Operations Manager
Government Service Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Property Manager
Real Estate Manager
Managers
Personal Care Aide
Skills
Investments
Wealth Management
Portfolio Management
Asset Management
Financial Analysis
Investment Management
Investment Strategies
Asset Allocation
Alternative Investments
Valuation
Private Equity
Capital Markets
Accounting
Equities
High Net Worth Individuals
Financial Planning
Risk Management
Hedge Funds
Series 7
Family Office
Fixed Income
Securities
Asset Managment
Strategic Financial Planning
Investment Banking
Investment Advisory
Wealth Management Services
Financial Advisory
Mutual Funds
Fund of Funds
Bonds
Finance
Estate Planning
Tax
Insurance
Trusts
Tax Preparation
Financial Modeling
Due Diligence
Real Estate
Financial Services
General Ledger
Financial Reporting
Quickbooks
Axys
Cash Flow Forecasting
Bank Reconciliation
Account Reconciliation