Robert C Valdivieso

Robert Valdivieso is an experienced finance professional with a strong background in risk management and compliance across various prestigious institutions. Currently serving as FVP and Institutional Service Officer at Morgan Stanley since July 2016, Valdivieso has also held the role of Vice President, Business Service Manager. In addition, Valdivieso is a Compliance Manager at StateTrust Investments Inc. and previously moderated discussions at "Respect to the Nature of Things." A former Director of Complex Operations at UBS Wealth Management, Valdivieso focused on establishing risk and compliance objectives while collaborating with senior management. Valdivieso began their career at Merrill Lynch, advancing from Assistant to Complex Service Manager to AVP, Associate Client Relationship Manager, where risk monitoring was a key responsibility. Valdivieso earned an M.B.A. in Financial Management and International Business from Pace University.