Robert Ford
Ontario,CA
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives, with a background in Business Administration and Management. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
9
9
years of professional experience
Work History
Vice President of Sales
New York Life & NYLIFE Securities
Pasadena, CA
07.2022 - 05.2026
- Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Crafted overall account sales strategies and coordinated activities of sales executives to achieve revenue goals.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Built relationships with customers and community to establish long-term business growth.
Financial Advisor
Merrill Lynch
Beverly Hills, CA
11.2019 - 07.2022
- Prepared personalized financial recommendations based on client goals, risk tolerance, and changing needs.
- Maintained accurate client records and updated account notes to support informed advisory conversations.
- Communicated investment information in clear terms to help clients understand options and next steps.
- Reviewed account activity to identify changes that required follow-up, clarification, or updated planning.
- Maintained a professional client experience through timely communication and consistent follow-through.
- Responded to routine client inquiries with professionalism and careful attention to detail.
- Contributed to team coordination by sharing updates, supporting scheduling, and maintaining organized workflow.
Wealth Management Advisor
US Bancorp
Torrance, CA
05.2017 - 11.2019
- Prepared client meeting materials and account summaries for advisor review.
- Maintained accurate client records and updated account documentation after meetings.
- Coordinated follow-up communication to keep clients informed on account requests and next steps.
- Explained routine account information and service options in clear client-facing language.
- Coordinated appointment scheduling and calendar changes with clients and internal staff.
- Documented client interactions and maintained organized files for compliance and reference.
- Supported preparation of internal reports and client correspondence as needed.
- Collaborated with teammates to keep daily advisor support tasks moving efficiently.
Education
Master of Business Administration - Business Administration and Management
Azusa Pacific University
Azusa06-2008
Bachelor of Arts - Business Economics
University of California, Santa Barbara
Santa Barbara06-2001
Skills
- Self-Motivated
- Written Communication
- Planning and Coordination
- Teamwork and Collaboration
- MS Office
- Analytical and Critical Thinking
- Flexible and Adaptable
- Excellent Communication
- Teambuilding
Timeline
Vice President of Sales
New York Life & NYLIFE Securities
07.2022 - 05.2026
Financial Advisor
Merrill Lynch
11.2019 - 07.2022
Wealth Management Advisor
US Bancorp
05.2017 - 11.2019
Master of Business Administration - Business Administration and Management
Azusa Pacific University
Bachelor of Arts - Business Economics
University of California, Santa Barbara