Robert Romano

VP of Client Success, DAFs

Robert Romano is a Strategic Accounts Relationship Manager and Sales Engineer with over 20 years of experience in financial services, fintech, and digital transformation. Currently serving as the VP of Client Success at Foundation Source, they oversee donor-advised fund programs and implement operational improvements that drive significant growth. Robert's prior experience includes leadership roles at Vennfi, TIFIN Give, and Goldman Sachs, where they managed client relationships and operational strategies. A graduate of the United States Military Academy at West Point, Robert is also a military veteran, known for their collaborative, mission-driven approach.

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Charlotte, United States

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