Summary
Work History
Education
Skills
Honors Achievements
Timeline
Generic

Robert Brown

Smyrna,GA

Summary

Results-driven financial professional with extensive experience in banking, financial planning, and account management. Adept at developing client relationships, mitigating financial risks, and driving revenue growth. Strong leadership skills, honed through military and corporate experience, with a proven ability to manage teams, optimize financial strategies, and ensure regulatory compliance. Currently pursuing an MBA to further enhance expertise in finance and business management.

Work History

Financial Planning & Wealth Management

  • Led financial planning presentations to educate clients on wealth management and debt reduction strategies
  • Developed and executed marketing campaigns to increase brand awareness and client engagement
  • Provided strategic insights on leveraging U.S
  • Tax codes for financial optimization

Banking & Account Management

  • Managed an $8 million portfolio in the Card Services charge-off unit, reducing financial losses
  • Mitigated risks in mortgage, credit, and loan portfolios through strategic financial solutions
  • Worked collaboratively in a team environment to achieve performance-based financial goals
  • Educated clients on financial literacy, debt management, and credit optimization

Leadership & Team Management

  • Recruited, trained, and managed a team of 30 financial associates, driving sales growth
  • Developed employer relationships to generate job opportunities for veterans in finance and business sectors
  • Provided hiring solutions to NYC-based companies and secured contracts for veteran job placement

Operations & Logistics Management

  • Supervised the movement of over $10 million in military assets, ensuring efficiency and security
  • Managed import/export shipments using Microsoft software for tracking and logistics optimization
  • Led teams in high-pressure environments, developing strong leadership and problem-solving skills

Education

MBA -

Georgia State University
Atlanta, GA
12.2026

B.A. - Economics

City University of New York
Brooklyn, NY

A.A. - Business Management

BMCC
New York, NY

IT & Business Certifications -

Per Scholas Institute for Information Technology
Bronx, NY

Skills

  • Financial Analysis & Risk Management
  • Banking & Investment Strategies
  • Client Relationship Management
  • Regulatory Compliance & Tax Planning
  • Sales & Business Development
  • Strategic Planning & Leadership
  • Microsoft Office Suite
  • MS Project
  • Oracle SQL
  • MS Access
  • ITIL
  • Business Analyst
  • CompTIA A

Honors Achievements

  • Army Commendation Medal
  • Army Service Ribbon
  • Global War on Terror Service Medal

Timeline

B.A. - Economics

City University of New York

A.A. - Business Management

BMCC

IT & Business Certifications -

Per Scholas Institute for Information Technology

Financial Planning & Wealth Management

Banking & Account Management

Leadership & Team Management

Operations & Logistics Management

MBA -

Georgia State University

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Robert Brown