Robert La Grace

Collaborated with clients in portfolio construction and financial planning strategies for growth and preservation of net worth.

• Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
• Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
• Demonstrated proficient leadership skills to motivate employees and build competent teams.
• Collaborated with senior management to develop strategic initiatives and long term goals.