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Romi Garvey

Investor

Principal at Koi AgeTech Ventures

Washington-Baltimore area

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About

A financial-services leader with experience across retirement, insurance, retail investing, and banking, most recently a Chief Growth and Marketing Officer and interim COO. She previously held senior roles at T. Rowe Price, Vanguard, and Bank of America.

Experience

  1. Koi AgeTech VenturesPrincipalcurrent2025 — presentWashington DC-Baltimore Area
  2. Custodia FinancialChief Growth and Marketing Officer, interim Chief Operating Officer2023 — 2025Maryland, United States
  3. T. Rowe PriceVP, Head of Retirement Plan Services Marketing & Client Experience2019 — 2022Washington DC-Baltimore Area
  4. T. Rowe PriceVP, Head of Individual Investors Client Experience2016 — 2019Owings Mills, MD
  5. T. Rowe PriceSenior Manager, General Manager, US Investment Services2015 — 2016Owings Mills, MD
  6. VanguardSenior Manager, Institutional Retirement Plans—Product Management & Service Operations Dept Head2010 — 2011Valley Forge, PA
  7. VanguardSenior Manager, Institutional Retirement Plans—Participant Education2009 — 2010Valley Forge, PA
  8. VanguardSenior Manager, Institutional Retirement Plans—Client Consulting Dept Head2007 — 2009Valley Forge, PA
  9. VanguardRetail High Net Worth2006 — 2007Valley Forge, PA
  10. Bank of AmericaSVP, Marketing Executive, MidAtlantic Retail Bank2002 — 2004Washington, DC
  11. Bank of AmericaSVP, Consumer Market Executive2000 — 2002Maryland
  12. Bank of AmericaVP, Regional Sales & Service Manager1998 — 2000Maryland
  13. Bank of AmericaMarketing Manager, Consumer Banker1996 — 1998Maryland, Northern Virginia

Skills & more

Integrated Marketing1Retirement Planning1FinTechMarketing CommunicationsMarketing Campaign ManagementMarketing StrategyB2B MarketingCustomer ExperienceMarket PlanningProduct Marketing6Pensions6Marketing6
+8 moreRetail BankingManagement ConsultingFinancial ServicesRelationship ManagementMutual FundsSeries 63InvestmentsStrategic Financial Planning

From Romi's professional profile.

Colleagues at Koi AgeTech Ventures

Colin McConnell
Partner at Koi AgeTech Ventures
Dave Mertens
Consulting SME at Koi AgeTech Ventures
David Justus
Consulting SME at Koi AgeTech Ventures
George Castinieras
Partner at Koi AgeTech Ventures
Gib Watson
Consulting SME at Koi AgeTech Ventures
Jack Swift
Consulting SME at Koi AgeTech Ventures
Lisa Moughin
Consulting SME at Koi AgeTech Ventures
Maria Gingerich
Consulting SME at Koi AgeTech Ventures

Frequently asked questions

Who is Romi Garvey?
A financial-services leader with experience across retirement, insurance, retail investing, and banking, most recently a Chief Growth and Marketing Officer and interim COO. She previously held senior roles at T. Rowe Price, Vanguard, and Bank of America.
Where does Romi Garvey work?
Romi Garvey is Principal at Koi AgeTech Ventures.
Where did Romi Garvey go to school?
Romi Garvey studied at The Wharton School (MBA, Strategic Management); University of Maryland - College Park (BS, Marketing, Management).

Same school

Shared employers