client service director at envestnet inc@ Envestnet, Inc
Philadelphia, Pennsylvania, United States
Randy Organtini
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Colorado Technical University
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FlashIntel GPTRandy Organtini is a highly experienced professional with 25.1 years of work experience in the financial services industry. He has a strong background in mutual funds, risk management, and process improvement. Currently, he serves as the Lead Analyst, Account Management at BNY Mellon in the United States. Prior to this, he held various positions at BNY Mellon, including Vice President, Client Services and Fssa Supervisor. Randy also has experience as a Senior Mortgage Funder at Wilmington Finance. He is skilled in relationship management, securities, and business analysis.
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About
Lead Analyst, Account Management at BNY Mellon
Work Experience
client service director at envestnet inc
Financial Services
Randy Organtini's Professional Milestones
- Fssa Supervisor-trading Department (2009-06-01~2011-06-01): Streamlined production processes, optimizing efficiency and reducing costs while maintaining high quality standards.
- Fssa Specialist Iv (2008-02-01~2009-06-01): Successfully implemented and maintained advanced training programs to enhance employee performance and knowledge.
Education
Finance,
Bachelors,
Bachelor Of Business Administration
Skill
Mutual Funds
Financial Services
Risk Management
Process Improvement
Finance
Relationship Management
Securities
Business Analysis
Investments
Customer Service
Analysis
Trading
Account Reconciliation
Fixed Income
Microsoft Excel
Asset Management
Equities
Microsoft Office
Business Process Improvement
Client Services
Mortgage Lending
User Acceptance Testing
Sdlc
Certification
Colleagues
Mark Davis
Chief Technology Officer
Bill Crager
Chief Executive Officer
Dylan Kynaston
Chief Technical Officer Financial Planning
Santhosh H
Technical Program Manager | Product Owner | Scrum Master | IoT | Kubernetes
Hafsa Tahir
Founder
Other Named Randy Organtini
Frequently asked questions
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Randy Organtini's social media include: Linkedin,
Randy Organtini works for Envestnet, Inc
Randy Organtini's role in Envestnet, Inc is client service director at envestnet inc
Randy Organtini works in the industry of Financial Services
Randy Organtini's colleagues are Mark Davis,Bill Crager,Dylan Kynaston
Randy Organtini's latest job experience is client service director at envestnet inc at Envestnet, Inc
Randy Organtini's latest education in Colorado Technical University
