Robert Grillo
Client Service Associate at Edelman Financial Engines
Based in Yonkers, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Yonkers
Industry
Financial Services
Company size
1.5K
Contact information
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r•••••••@edelmanfinancialengines.com
Phone
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Background
About Robert Grillo
Operations and finance specialist with 6 years of experience assisting 250+ clients optimize their investment returns. Passionate about learning, collaboration, and utilizing strategies to solve client problems and ensure 100% satisfaction. Knowledgeable about retirement plans, portfolio management, fund allocations, and settlements. Skilled in communication, teamwork, organization, and improving processes.
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