Robert A. Russo
About Robert A. Russo
Robert A. Russo is a Settlement Specialist with over 15 years of experience in securities settlement, known for his exceptional research skills and error correction abilities. He currently works at Wedbush Securities and has previously held positions at Charles Schwab and UBS.
Work at Wedbush Securities
Robert A. Russo has been employed at Wedbush Securities as a Settlement Specialist since 2013. In this role, he is responsible for managing various aspects of securities settlements, ensuring accuracy and efficiency in the settlement process. His responsibilities include monitoring the RAD System daily for deliveries and receives, which involves overseeing timely cancellations and approvals. His extensive experience in the field contributes to the firm's operational effectiveness.
Previous Experience in Securities Settlement
Robert A. Russo has over 15 years of experience in securities settlement, primarily within high-volume trading institutions in the Wall Street area. Prior to his current role, he worked at Charles Schwab in various capacities, including Back Office & Middle Office Trade Settlement and Fail Control Specialist. He also served as a Physical Settlements Specialist at Charles Schwab from 2009 to 2012. Additionally, he worked at UBS as a COD/ID Settlements Representative for 10 months in 2005-2006.
Education and Expertise
Robert A. Russo studied at Kingsborough Community College, where he earned an Associate Applied Science degree in Accounting. He furthered his education at SUNY Empire State College, achieving a Bachelor of Science in Business Administration and Management. His academic background complements his professional expertise in handling both equity and fixed income securities settlements, as well as his proficiency in fail resolution and break resolution.
Skills in Team Management and Training
In addition to his technical skills in securities settlements, Robert A. Russo is skilled in training and supervising team members within his department. His ability to spot and correct errors has been instrumental in preventing significant financial losses for firms. His research skills are notable, contributing to his effectiveness in managing complex settlement processes.
Availability for Employment
Robert A. Russo is available for immediate employment in both direct and contract roles within financial institutions. His extensive experience and specialized skills make him a valuable asset for organizations seeking expertise in securities settlement and operational efficiency.