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Robert Trontz

Account Manager - Sales Executive - New Business Development - Financial Consultant

Robert Trontz is a seasoned professional with over 15 years of experience in client relations within the financial industry. Throughout his career, he has maintained a track record of early success and continued excellence with prestigious financial services companies. Robert is now seeking new opportunities to assist clients in their financial planning endeavors.

With a background in finance and business administration from the University of Miami - School of Business, Robert brings a strong educational foundation to complement his extensive practical experience.

Robert Trontz's expertise encompasses a range of skills crucial to his role, including needs analysis and solution selling, high-impact sales presentations, cold calling, networking for business development, partnering with aligned professionals, ensuring industry compliance in terms of disclosures and data protection, explaining complex fees and reseller arrangements, and providing top-notch account services.

His professional journey includes roles such as Senior Financial Consultant at Finance Solutions, Independent Financial Advisor at Century Securities Associates, Inc., Financial Advisor at Citicorp Investment Services, Vice President/F inancial Advisor at Morgan Stanley, and Financial Advisor at Paine Webber. This diverse background has equipped Robert with a wealth of industry knowledge and practical insights that he brings to each client interaction.

Robert Trontz
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Location

Greater New York City Area