Robert Lorelli is an experienced financial services professional recognized for developing and leading high-performing teams. They currently serve as the Onboarding Team Leader, overseeing a team of Client Relationship Consultants who support Wealth Management Advisors in providing retirement planning and investment advice to affluent clients. Previously, Robert held positions such as Senior Manager of Wealth Management at TIAA and Branch Manager at Regions Bank. They earned a BBA in Finance from Iona College and hold multiple FINRA registrations and licenses.
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