Name variants:
Roberto Castaner
Last updated Jun 10, 2024
Contact Information
Workplace
Client Engagement Manager
Englewood, NJ
Industry
Investment Management, Business and Regulatory Compliance Consu, Consulting, Regulatory Compliance Consulting
Colleagues
Work History
Director, Client Services and Marketing
5150 Tamiami Trl SUITE 504, Naples, FL 34103
Oversee the entire wealth management client service operation, excelling at cultivating strong and lasting relationships with clients and strategic partners. Conceptualize and implement effe...
Oct 2014 — Mar 2017
Senior Operations Specialist
Rendered high level of assistance to cross-functional teams in implementing efficient business processes across accounting/purchasing/customer service/warehouse operations. Oversaw the miti...
Jun 2013 — Oct 2014
Operations Manager
100 Park Ave, New York, NY 10017
Sep 2011 — Jun 2013
Teacher and Student Teacher
Achieved successful learning and performance as reflected in demonstrating excellent written and verbal communication aptitude to peers and ESL students. Master-planned and implemented taske...
Jan 2011 — Apr 2011
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Director
Engineer
Customer Service
Sales Specialist
Client Service Officer
Sales Support
Concierge
Operations Manager
Accounting Bookkeeper
Bookkeeper
Services Professional
Sales Representative
Skills
Management
Research
Analysis
Microsoft Office
Teamwork
Strategic Planning
Recruiting
Leadership
Microsoft Excel
Public Speaking
Spanish
Program Management
Human Resources
Event Management
Marketing
Market Research
Powerpoint
Microsoft Word
Nonprofits
Interpersonal Skill
Account Management
Start Ups
Interviews
English
Policy
Customer Relationship Management
Statements of Work
Client Experience
Business Development
Project Management
Client Services
Client Relations
Client Success
Regulatory Compliance
Strategy
Team Building
FAQs about Roberto R Castaner
What is the main profession of Roberto R Castaner?
This professional's job is Client Engagement Manager
What jobs is Roberto a professional at?
Roberto is proficient at Executive and Manager jobs.
Where is Roberto R Castaner currently located?
The professional is located in New York, New York.
What is the professional's email?
The expert's email is rc**@gmail.com.
Where did Roberto R Castaner work?
Roberto R Castaner worked at Marketcounsel, Pfs Wealth Management Group.
What education does Roberto R Castaner have?
Roberto studied at the Seton Hall University to 2010.
What languages does Roberto R Castaner speak?
Roberto R Castaner speaks English and Spanish.
What is the industry that Roberto R Castaner is connected to?
This person works in Financial Services industry.