Mark Romeo

Portfolio Manager Associate at Us Trust

Mark Romeo's Professional Contact Details

Email (Verified)
****@ustrust.com
HQ
(646) 855-4111
Location
New York, New York, US
Company
Us Trust
Person Seniority
manager

Mark Romeo's Current Company Details

U.S. Trust specializes in the complex financial needs of wealthy individuals and families. For more than 200 years, our global perspective, breadth of capabilities, unique team approach and fiduciary ...
U.S. Trust specializes in the complex financial needs of wealthy individuals and families. For more than 200 years, our global perspective, breadth of capabilities, unique team approach and fiduciary platform have differentiated us from other private banks and enabled us to help manage and preserve wealth across generations. Disclaimer: The site is maintained by a third party that has no affiliation with U.S. Trust, Bank of America Private Wealth Management. The recommendations posted to this page by or about U.S. Trust employees, are not endorsed by, and may not represent the views of U.S. Trust. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Any opinions expressed herein may not be those of U.S. Trust and are subject to change without notice. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Investment products: - Are Not FDIC Insured - Are Not Bank Guaranteed - May Lose Value Certain U.S. Trust associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp."). U.S. Trust operates through Bank of America, N.A., and other subsidiaries of BofA Corp. Bank of America, N.A., Member FDIC. Additional Terms, Conditions & Disclaimers found here: http://ustrust.com/UST/Pages/ust-on-twitter.aspx Bank of America LinkedIn Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-community-guidelines.html © 2017
Founded Year
1853
Organization Website
ustrust.com
Organization Languages
English
Alexa Ranking
119215
Current Technologies
acxiom
taboola newsroom
brightcove
omniture adobe
liveramp
google analytics
itunes
doubleclick floodlight
doubleclick
asp net
addthis
microsoft-iis

Job Functions

Administrative
Sales
Business Development
Support
Accounting
Finance
Consulting
Operations
Marketing
Legal
Human Resources
Engineering
Product Management
Information Technology
investment management
credit & banking
wealth structuring
finance
association

Mark Romeo's Work History and Education

U.S. Trust
Portfolio Manager Associate
2016 - Present

Colleagues at Us Trust

Client Sales & Service Officer
Senior Vice President, Wealth Strategist
Relation Service Manager
Private Client Manager, Vice President
Vice President, Associate Wealth Strategist

Prospect on LinkedIn

Find emails on Linkedln, Sales Navigator, AngelList, CrunchBase, Google etc.
Download Extension Represents linkedin prospector

Ready to try it out?