KYLE ROBERSON
Portfolio Management Analyst
Birmingham,AL
Summary
Skilled portfolio management professional with track record in driving financial growth and optimizing investment strategies. Strong focus on team collaboration and delivering results, adapting to evolving market conditions. Expertise in asset allocation, risk management, and client relationship management. Known for analytical precision, strategic thinking, and reliability in high-stakes environments.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
Work History
Portfolio Management
Self-Employed
01.2023 - Current
- Analyze data, financial statements, market indicators and economic factors
- Proficient in chart patterns, trends, and technical indicators
- Utilize risk management techniques and tools
- Execute trades and monitor positions
Account Manager
R.E. Garrison
01.2023 - 12.2023
- Responsible for increasing revenue and profit margin
- Lead pricing, tender acceptance, load creation, appointment scheduling, shipment planning, trailer utilization, customer service, invoicing, and OS&D within respective accounts
Fleet Manager
R.E. Garrison
01.2022 - 12.2023
- Responsible for Fleet Management and Operations
- Planning, scheduling, and execution of all loads within respective fleet
- Oversee: driver managers, company drivers, lease purchase drivers, settlement specialists, safety specialists, and dispatch
- Manage fleet revenue, driver budgets, equipment services, annual inspections, and fuel efficiency
- Lead performance evaluations and implement company policies
Sales/Account Manager
Southeastern Freight Lines
01.2017 - 12.2022
- Responsible for sales and calling on clients to increase market share and revenue
- Maintain existing and create new client relationships
- Coordinate with outside territory sales force
- Contract negotiation
- Logistical problem resolution
- Maintain sales budgets
- Incorporate drivers with sales programs
Operations Manager
Southeastern Freight Lines
01.2015 - 12.2017
- Responsible for interviewing, hiring, training, and directing operations personnel
- Oversee supervisors’ processes: dock efficiency, linehaul departures, closeout, P&D coordination, facility and equipment inspections
- Lead team to meet deadlines
- Ensure proper workload distribution
- Complete daily evaluations of operations
- Foster employee morale among subordinates and encourage future advancement
- Investigate complaints, create solutions, and implement corrective action
Operations Supervisor
Southeastern Freight Lines
01.2012 - 12.2015
- Responsible for supervising and coordinating operational activities
- Oversee shipment routing, drivers, and freight handlers
- Create operations schedules
- Manage P&D and Linehaul loading – stop quantities, weights, and conditions of loads
- Maintaining loss prevention plans and implement process improvements
- Create warehouse layout plans
- Quality control of subordinate work
- Inbound, Outbound, Breakbulk, P&D, and Linehaul Supervisor
Professional Baseball Player
LA Angels - Minor League Baseball
01.2009 - 12.2010
Education
Bachelor of Arts - Communication Management, Mass Communications
05.2006 - 01.2010
UAB Baseball 2006 - 2009
- Full-Ride Baseball Scholarship Recipient
Skills
Leadership
Accomplishments
- Revenue Attainment Awards, 2018 - 2023
- President’s Club Leader, 2020
- Top Gun Award Winner, 5x
- Operations Platinum Awards, 2014 - 2017
Timeline
Portfolio Management - Self-Employed
01.2023 - Current
Account Manager - R.E. Garrison
01.2023 - 12.2023
Fleet Manager - R.E. Garrison
01.2022 - 12.2023
Sales/Account Manager - Southeastern Freight Lines
01.2017 - 12.2022
Operations Manager - Southeastern Freight Lines
01.2015 - 12.2017
Operations Supervisor - Southeastern Freight Lines
01.2012 - 12.2015
Professional Baseball Player - LA Angels - Minor League Baseball
01.2009 - 12.2010
University of Alabama Birmingham - Bachelor of Arts, Communication Management, Mass Communications
05.2006 - 01.2010
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