Microsoft Office Suite
Robert Ankuma
Financial Advisor
Tampa,FL
Summary
Organized and proactive professional with experience in the financial industry, providing exceptional advice and service to clients. Proven history of helping clients achieve financial goals through sound investing, budgeting and retirement planning.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
Wells Fargo Advisors
08.2019 - Current
- Establish new client relationships by conducting thorough needs assessments.
- Evaluate clients financial status, including income, expenditure, insurance coverage, tax status and investments.
- Develop comprehensive financial plans for clients to achieve short-term and long-term goals.
- Monitor economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
Financial Advisor
Edward Jones
06.2017 - 06.2019
- Developed client pipeline by prospecting door to door, networking and developing niches.
- Identified appropriate solutions for various types of financial situations based on individual circumstances.
- Monitored performance of investments and provided regular updates to clients.
- Hosted events to educate clients and prospects on different financial topics.
- Brought in $2 Million in assets
Financial Specialist
PNC Bank, NA
03.2016 - 03.2017
- Collaborated with clients to create customized financial plans that met their unique goals.
- Achieved 96% of branch investment revenue goal.
- Recognized for excellence in service and team support.
- Improved investment referral process through consistent coaching on bank branch partners.
Education
Bachelor of Arts - Economics
Pennsylvania State University
University Park, PA 05.2001 -
Skills
Relationship building and management
Pipeline Management
Risk Assessment
Investment advice
Retirement planning
Software
Excel
E Money Advisor
Languages
Twi
Native or Bilingual
Fante
Native or Bilingual
Certification
Accredited Asset Management Specialist
Interests
Volunteering
Timeline
Financial Advisor
Wells Fargo Advisors
08.2019 - Current
Financial Advisor
Edward Jones
06.2017 - 06.2019
Financial Specialist
PNC Bank, NA
03.2016 - 03.2017
Bachelor of Arts - Economics
Pennsylvania State University
05.2001 -
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