ROBERT ACCHIONE
Ridley Park,PA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Recognized as driven, dedicated, and a hardworking leader.
Overview
4
4
years of professional experience
Work History
Portfolio Managemt Services
SEI
06.2023 - Current
- Manage and quickly accommodate incoming client requests, while building strong relationships with the clients as their main point of contact
- Enhanced client satisfaction by providing timely updates on portfolio performance and responding promptly to inquiries or concerns.
- Collaborated with cross-functional teams to gather data for better investment decisions.
- Gained exposure to different asset classes such as equities, fixed income, and alternative investments through hands-on experience.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- SQL experience.
Portfolio Specialist
Envestnet
09.2022 - 06.2023
- Performing a myriad of trading activities based upon established managed account guidelines of managed accounts on the Envestnet Platform
- Perform daily tasks such as service requests, trading instructions, and provide trading support through the respective service team
- Monitor trade reconciliation
- Daily contact with custodians, such as Fidelity, TDA, and Schwab
- Ensure all time requirements were met, including same day investing SLA, with little to no errors
- Work on special projects at own initiative or assigned by supervisor.
- Optimized asset allocation for clients by continuously monitoring and adjusting portfolio compositions.
Operations Specialist
Envestnet
01.2020 - 09.2022
- Process service requests daily, which include account opening, product changes, deposits/withdrawals, transfers, etc
- Assist home office to resolve any issues they have inquired on, sometimes in unison with other service teams
- Trained, mentored, and motivated employees to maximize team productivity
- Assist teammates with unforeseen scenarios in effort to find the best plan of action
- Consistently submit enhancement ideas to tech department to speed up team processes.
- Reduced costs for the department by identifying areas of improvement and proposing cost-effective solutions.
- Improved operational efficiency by streamlining processes and implementing new systems.
Education
Bachelor of Arts - Economics
Millersville University of PA
05.2018
Skills
- Critical Thinking
- Leadership experience
- Asset Allocation
- Client Relationship Management
- Portfolio Rebalancing
- Multitasking Abilities
- Highly-motivated at increasing productivity
- Trading Systems
Millersville Roller Hockey Club
Vice President: Managed finances; Increased university's club funding by 2000%
References
References available upon request.
Timeline
Portfolio Managemt Services
SEI
06.2023 - Current
Portfolio Specialist
Envestnet
09.2022 - 06.2023
Operations Specialist
Envestnet
01.2020 - 09.2022
Bachelor of Arts - Economics
Millersville University of PA
Similar Profiles
Steven LopezSteven Lopez
Fabrication Welder at SEIFabrication Welder at SEI
Dinesh BDinesh B
Tech Lead at SEITech Lead at SEI
Robert KnollRobert Knoll
Alternative Investment Fund Accountant at SEIAlternative Investment Fund Accountant at SEI
Ava BrittonAva Britton
Cable Technician at SEICable Technician at SEI
Andrew MalikAndrew Malik
Logistics Coordinator at Action RentalLogistics Coordinator at Action Rental