Robert Lorelli

Experience

• 

  First Union Brokerage

  May 1996 - Jun 2000

  Financial Advisor

  Developed and managed $90MM book of business at First Unions Broker Direct department. Trained and managed (22) Series 6 associates to sell mutual funds over the phone.

• 

  Chase Investment Service

  Sept 1996 - May 2000

  Discount Brokerage Manager

  Supervised 3 team managers and 15 registered representatives, in call center, to ensure that proper trading and compliance procedures were followed for all discount brokerage products.Served as office Registered Options Principal for all options trade review.

• 

  CUNA Brokerage Services, Inc

  Sept 2000 - Aug 2002

  Financial Advisor

  Provided full service financial management to credit union members. Conducted seminars for both credit union personnel and members in order to build awareness of the financial services program.

• 

  TIAA

  Dec 2003 - Apr 2017

  Manage a team of Financial Consultants who provide the high net worth and affluent TIAA-CREF clients with a distinctive, high quality client experience through comprehensive sales,advice and service. Managed high net worth client relationships focused on delivering comprehensive financial planning. Responsibilities included; growing and retaining client accounts, expanding institutional footprint and increasing our Key Influencer engagement.

  • Senior Manager, Wealth Management

    Jun 2007 - Apr 2017

  • Wealth Management Advisor

    Dec 2003 - Jun 2007
• 

  Regions Bank

  Aug 2017 - Jul 2022

  Branch Manager
• 

  Fidelity Investments

  Jun 2022 - now

  Team Lead Manager