Robert S.

First Vice President Director Of Trust And Custody Middle Office at Amalgamated Bank

Robert S. has a diverse work experience spanning over two decades. Robert'smost recent position is as the First Vice President Director of Trust and Custody Middle Office at Amalgamated Bank, where they are responsible for leading and directing various teams and staff members. Prior to that, they worked at Broadridge as a Vice President in Conversions.

Before joining Amalgamated Bank and Broadridge, Robert held several roles at Bank Leumi USA, including Vice President and Commercial Bank Client Service Manager, where they led a client-facing team and ensured timely handling of client transactions and inquiries.

Robert also has extensive experience at HSBC, where they held multiple roles such as Head of Global Private Bank Banking Operations, Head of Business Services New York, Vice President Middle Office Manager, and Assistant Vice President Securities Operations Supervisor. In these positions, they managed teams, performed complex investigations and problem resolutions, and provided product support and oversight.

Prior to HSBC, Robert worked at Deutsche Bank as a Research Analyst and at First Investors Financial Services and Salomon Smith Barney Holdings Inc. as an assistant in various financial roles.

Overall, Robert S. has a strong background in leadership, team management, and providing excellent client service in the banking and financial services industry.

Robert S. holds a Bachelor of Science (BS) degree in Business, Management, and Finance from Brooklyn College. Robert also pursued a Master of Business Administration (MBA) in Operations Management at Zicklin School of Business.

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Timeline

  • First Vice President Director Of Trust And Custody Middle Office

    June, 2022 - present