Robert J Tulipani Jr.
Wakefield
Summary
Senior management professional, bringing strategic leadership and operational excellence to drive organizational success. Skilled in project management, team collaboration, and process optimization with keen focus on achieving results. Adept at navigating complex challenges, fostering culture of accountability, and adapting to evolving business needs. Known for strong decision-making, effective communication, and building high-performing teams.
Overview
28
28
years of professional experience
Work History
Senior Manager, Investment Operations
Franklin Templeton
01.2024 - 08.2025
- Managed the integration of Putnam Investments' Middle Office teams and functions including Trade Management, Foreign Exchanges, Soft Dollar Commissions and Regulatory Reporting.
- Provided strong leadership to enhance team productivity and morale.
- Led cross-functional teams to achieve project milestones and deliver high-quality results.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
- Balanced competing priorities efficiently while maintaining focus on critical tasks requiring immediate attention.
Senior Middle Office Manager
Putnam Investments
09.2022 - 12.2023
- Manage multiple Custody teams including Trade Management, Foreign Exchanges, Soft Dollar Commissions and Regulatory Reporting.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
Middle Office Manager
Putnam Investments
09.2013 - 09.2022
- Maintain relationships with internal/external clients including various trading desks, brokers and custodians while managing several Custody teams.
- Monitor department workflow and operating practices to ensure compliance with department standards and business requirements.
- Contribute to constant improvement of procedures by implementing new and improved methods of resolution.
- Partner with other managers and staff to develop plans for their professional development.
Assistant Vice President
State Street Corporation
01.2007 - 09.2013
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time and within budget.
- Enhanced collaboration between team members by implementing innovative communication tools and fostering an open dialogue culture.
Custody Manager
Putnam Investments
01.1998 - 12.2006
- Managed various Custody teams including Corporate Actions and Trade Management.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Education
Bachelor of Science - Business Administration And Management
Bryant University
Smithfield, RI12-1997
Skills
- Investment Operations Management
- Cross-functional Team Leadership
- Project Management & System Integration
- Client Relationships and Onboarding
- Regulatory Compliance (SFTR)
- Trade Management Support
- Management of Soft Dollar Commissions
Timeline
Senior Manager, Investment Operations
Franklin Templeton
01.2024 - 08.2025
Senior Middle Office Manager
Putnam Investments
09.2022 - 12.2023
Middle Office Manager
Putnam Investments
09.2013 - 09.2022
Assistant Vice President
State Street Corporation
01.2007 - 09.2013
Custody Manager
Putnam Investments
01.1998 - 12.2006
Bachelor of Science - Business Administration And Management
Bryant University
Professional Awards
Senior Manager Leadership Award, 2023
Manger Leadership Award, 2015
AVP Rising Start Award, 2010
Manager Leadership Award, 2006
Manager Leadership Award, 2004
Outstanding Employee Award, 1999
Similar Profiles
Matthew DebskiMatthew Debski
Marketing Optimization Senior Specialist at Franklin TempletonMarketing Optimization Senior Specialist at Franklin Templeton
Tanuj ShuklaTanuj Shukla
Investment and Trade Operations (Global Trade Services) at Franklin Templeton InvestmentsInvestment and Trade Operations (Global Trade Services) at Franklin Templeton Investments
RAJU GANDLARAJU GANDLA
Senior Infrastructure Analyst at Franklin Templeton International Services Pvt LtdSenior Infrastructure Analyst at Franklin Templeton International Services Pvt Ltd
Erika JacksonErika Jackson
Certified Nursing Assistant at Elderwood(Scallopshell)Certified Nursing Assistant at Elderwood(Scallopshell)
Nathan JukesNathan Jukes
Freelance Lighting Technician at Total SoundzFreelance Lighting Technician at Total Soundz