Robert Felicetti
About Robert Felicetti
Robert Felicetti is a Sales Support Associate at Jefferies with extensive experience in international settlements and financial management.
Company
Robert Felicetti currently works at Jefferies LLC, a global investment bank and institutional securities firm headquartered in New York City. Jefferies provides a range of financial services including investment banking, financial advisory, sales and trading, and wealth management.
Title
Robert Felicetti holds the position of Sales Support Associate at Jefferies LLC, providing support to the sales team and ensuring the smooth execution of trades and client interactions.
Previous Professional Experience at Financial Firms
Before his current role, Robert Felicetti worked in various capacities at leading financial institutions. He served as a Consultant in International Settlements at Morgan Stanley Smith Barney and Citi in 2010. Earlier in his career, he was Vice President of Global Wealth and Investment Management at Bank of America in 2008. From 2004 to 2008, he was a Supervisor at Jefferies, and from 2001 to 2004, he held a similar role at Lehman Brothers. Additionally, he was an Associate in International Settlements at Jefferies & Company from 1995 to 2001.
Key Roles and Responsibilities
In his role at Jefferies LLC, Robert Felicetti played a key role in developing and implementing systems that increased efficiency in new client integration and reduced risk. He served as a subject matter expert in trading and settling both domestic and international currencies, oversaw specialized foreign exchange contracts including forwards and spot trades, and managed the full life-cycle of allocations processing related to all securities types traded by Jefferies. He also liaised with clients, traders, and operational teams to streamline processes and ensure compliance with regulatory agencies like the SEC.
Location
Robert Felicetti has predominantly worked in the Greater New York City Area, with a tenure also in the Dallas/Fort Worth Area during his time with Bank of America and Jefferies between 2004 and 2008.