Michael Romano, CIMA®, AIFA®
National Account Manager at Thrivent Mutual Funds- Claim this Profile
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Topline Score
Bio
LinkedIn User
I’ve had the pleasure of managing and working alongside Michael at RS Investments for the past 8 years. He is a genuine person and it shows in every interaction he has with clients, home offices and colleagues. I admire his integrity and his focus on delivering the best client relationship to the firms he covers. Michael has an inherent understanding of his client's business models and priorities and is adept at finding solutions to support them and advance our sales platform. Michael is a true professional that possesses great character, strategic vision and a natural ability to influence those around him. He was a true asset to the team.
Stephanie Giaramita
Mike is a trusted and influential colleague who repeatedly earned RS unfair opportunities. What I mean by "unfair" is that his deep wirehouse relationships gave our small firm opportunities that are normally reserved for asset managers who are two and three times bigger than RS. What's more, Mike is adept at showcasing our marketing thought capital and making it resonate at partner firms. Conversely, he always advocates for creating thought capital and campaigns that support the initiatives of his partner firms. I learned on our first visits to the wires how entrenched Mike is in their businesses. It's about more than business with Mike; he has spent decades building strong, sustainable relationships with colleagues and partners. I also admire Mike's continuing education pursuits, which seem unwavering. In the last two years he has earned his CIMA and AIFA, while remaining committed to his role and responsibilities. I am confident that Mike would be a valuable asset to any firm in the industry.
LinkedIn User
I’ve had the pleasure of managing and working alongside Michael at RS Investments for the past 8 years. He is a genuine person and it shows in every interaction he has with clients, home offices and colleagues. I admire his integrity and his focus on delivering the best client relationship to the firms he covers. Michael has an inherent understanding of his client's business models and priorities and is adept at finding solutions to support them and advance our sales platform. Michael is a true professional that possesses great character, strategic vision and a natural ability to influence those around him. He was a true asset to the team.
Stephanie Giaramita
Mike is a trusted and influential colleague who repeatedly earned RS unfair opportunities. What I mean by "unfair" is that his deep wirehouse relationships gave our small firm opportunities that are normally reserved for asset managers who are two and three times bigger than RS. What's more, Mike is adept at showcasing our marketing thought capital and making it resonate at partner firms. Conversely, he always advocates for creating thought capital and campaigns that support the initiatives of his partner firms. I learned on our first visits to the wires how entrenched Mike is in their businesses. It's about more than business with Mike; he has spent decades building strong, sustainable relationships with colleagues and partners. I also admire Mike's continuing education pursuits, which seem unwavering. In the last two years he has earned his CIMA and AIFA, while remaining committed to his role and responsibilities. I am confident that Mike would be a valuable asset to any firm in the industry.
LinkedIn User
I’ve had the pleasure of managing and working alongside Michael at RS Investments for the past 8 years. He is a genuine person and it shows in every interaction he has with clients, home offices and colleagues. I admire his integrity and his focus on delivering the best client relationship to the firms he covers. Michael has an inherent understanding of his client's business models and priorities and is adept at finding solutions to support them and advance our sales platform. Michael is a true professional that possesses great character, strategic vision and a natural ability to influence those around him. He was a true asset to the team.
Stephanie Giaramita
Mike is a trusted and influential colleague who repeatedly earned RS unfair opportunities. What I mean by "unfair" is that his deep wirehouse relationships gave our small firm opportunities that are normally reserved for asset managers who are two and three times bigger than RS. What's more, Mike is adept at showcasing our marketing thought capital and making it resonate at partner firms. Conversely, he always advocates for creating thought capital and campaigns that support the initiatives of his partner firms. I learned on our first visits to the wires how entrenched Mike is in their businesses. It's about more than business with Mike; he has spent decades building strong, sustainable relationships with colleagues and partners. I also admire Mike's continuing education pursuits, which seem unwavering. In the last two years he has earned his CIMA and AIFA, while remaining committed to his role and responsibilities. I am confident that Mike would be a valuable asset to any firm in the industry.
LinkedIn User
I’ve had the pleasure of managing and working alongside Michael at RS Investments for the past 8 years. He is a genuine person and it shows in every interaction he has with clients, home offices and colleagues. I admire his integrity and his focus on delivering the best client relationship to the firms he covers. Michael has an inherent understanding of his client's business models and priorities and is adept at finding solutions to support them and advance our sales platform. Michael is a true professional that possesses great character, strategic vision and a natural ability to influence those around him. He was a true asset to the team.
Stephanie Giaramita
Mike is a trusted and influential colleague who repeatedly earned RS unfair opportunities. What I mean by "unfair" is that his deep wirehouse relationships gave our small firm opportunities that are normally reserved for asset managers who are two and three times bigger than RS. What's more, Mike is adept at showcasing our marketing thought capital and making it resonate at partner firms. Conversely, he always advocates for creating thought capital and campaigns that support the initiatives of his partner firms. I learned on our first visits to the wires how entrenched Mike is in their businesses. It's about more than business with Mike; he has spent decades building strong, sustainable relationships with colleagues and partners. I also admire Mike's continuing education pursuits, which seem unwavering. In the last two years he has earned his CIMA and AIFA, while remaining committed to his role and responsibilities. I am confident that Mike would be a valuable asset to any firm in the industry.
Credentials
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AIFA
fi360Aug, 2016- Sep, 2024 -
CAIA Fundamentals of Alternative Investments Certificate
CAIA AssociationJan, 2016- Sep, 2024 -
CIMA
Investment Management Consultants AssociationMay, 2015- Sep, 2024
Experience
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National Account Manager
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Aug 2017 - Present
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RS Investments
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United States
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Investment Management
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1 - 100 Employee
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National Accounts Manager
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Mar 2007 - Aug 2016
Owning all aspects of interface with broker dealer (BD) clients. Initiate contact and expand relationships to grow asset manager's footprint, create opportunities and drive sales. • Key figure in bringing structure and success to RS’ National Account Team • Foster deep rapport with strategic clients • Significantly expanded RS brand awareness within strategic distribution platforms • Initiate global relationship between RS and client executives • Accounts covered captured over 80% of the yearly gross sales for RS from 2010 Show less
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Non Proprietary Sales
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Dec 1993 - Oct 2006
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Education
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Gettysburg College
Bachelor of Arts (B.A.), Accounting and Finance