Richard Marte
About Richard Marte
Richard Marte is a Regional Operations Manager at Metlang and has extensive experience in the financial services industry, including roles at JPMorgan Chase and Citi. He focuses on helping families achieve financial independence and specializes in team building and customer relations.
Current Role at Metlang
Richard Marte has served as the Regional Operations Manager at Metlang since 2009. In this role, he oversees operations and ensures compliance within the organization. His responsibilities include managing team dynamics and implementing strategies that enhance operational efficiency. Marte's experience in the financial services sector contributes to his ability to navigate complex operational challenges.
Professional Experience at United Global Properties
Since 2010, Richard Marte has worked as a Sales Associate at United Global Properties in New Jersey. His tenure of 14 years in this position has allowed him to develop a deep understanding of the real estate market. Marte focuses on building relationships with clients and facilitating property transactions, contributing to the company's growth in the region.
Background in Financial Services
Richard Marte has a substantial background in the financial services industry, having held various positions at prominent institutions. He worked at JPMorgan Chase from 1994 to 2006 in roles such as Assistant Treasurer and Vice President, Supervisory Manager. He also served as a Supervisory Analyst at Citi and as a Senior Account Executive at Thomson Financial. This extensive experience has equipped him with skills in business development and customer relations.
Education and Expertise
Richard Marte earned a Bachelor of Science degree in Marketing and Management from Fordham University. His academic background complements his professional experience, particularly in steering operations and compliance initiatives within the financial services sector. Marte's expertise also includes strategic financial planning aimed at helping families achieve financial independence.
Role at Primerica
Since 2018, Richard Marte has been a Senior Representative at Primerica in the Greater New York City Area. In this capacity, he focuses on providing financial services and advice to clients. His role involves educating families about financial independence and offering tailored solutions to meet their financial goals.