Robert E. Gwydir
Houston,TX
Summary
Financial Services professional with strong focus on delivering results through strategic analysis and financial planning. Skilled in risk management, investment strategies, and client relations, ensuring high standards and effective outcomes. Reliable team collaborator, adaptable to changing needs, and dedicated to achieving organizational goals.
Overview
14
14
years of professional experience
Work History
Financial Consultant
Fidelity Investments
Houston, TX
03.2023 - Current
- Grew book size from 70M to 330M over a three year period
- Utilized planning tools and software to develop comprehensive financial plans tailored to client objectives and preferences
- Analyzed market trends and investment opportunities to optimize portfolio performance.
- Collaborated with business partners to enhance client experience and service delivery.
- Facilitated weekly Wealth Management Team meetings to ensure delivery of a high level of service to existing and prospective clients
Investment Consultant
Fidelity Investments
Houston, TX
06.2022 - 03.2023
- Analyzed investment portfolios to identify opportunities for optimization and risk management.
- Developed customized financial plans aligning with client financial goals and risk tolerance.
- Deepened relationships with existing clients and warm leads. Uncovered outside assets and generated referrals for branch partners.
Planning Consultant
Fidelity Investments
Houston Tx
01.2021 - 06.2022
- Guided clients through financial planning tools to assess retirement readiness, spending habits, and goal achievement
- Deepened client relationships by identifying opportunities for asset consolidation and offering tailored financial advices
- Presented planning options, recommended next steps and assisted with investment strategies to support client goals
- Partnered with Financial Consultants to deliver comprehensive financial advice
Relationship Manager
Fidelity Investments
Houston, TX
05.2019 - 01.2021
- Facilitated relationships with high net worth in-book clients. Inspired client dedication and engagement in order to develop long positive relationships with the company. Through supporting my advisement team, I acquired the knowledge in order to manage a book of business and successfully market the book for sales opportunities.
- Proactively engaged with clients as day to day point of contact for three books of business. Handling all needs with special attention to detail and efficiency.
- Developed and deepened client relationships through building relationship capital and as well as effective follow through and follow-up.
- Championed the Salesforce initiative for the Highland Village Branch by attending weekly calls and taking that knowledge back to the branch and sharing with the team via email and/or team meetings to increase Salesforce adoption and ability.
Financial Representative II
Fidelity Investments
Houston, TX
11.2016 - 05.2019
- Identified sales opportunities while delivering excellent customer service to in-book and unassigned clients. Maintained inventory levels, terminated expired collateral, assisted with the preparation of seminars by navigating of the Bulk Order System (BOS) and captained the smooth transition from BOS to Collateral Management (CM).
- Identified leads at the front counter through service and made effective introductions to Advisors in the branch and sales support team members.
- Worked as a part of a team to deliver excellent customer service to clients, while utilizing technology to deliver efficient and effective results.
- Championed the Bulk Order System (BOS) and later Collateral Management (CM) system to ensure that the collateral was current, well stocked and available for the advisors and the clients in the branch.
Financial Advisor
MassMutual/Met Life Premier Client Group
Houston, TX
12.2015 - 11.2016
- Identified and evaluated new financial business opportunities while collaborating with Financial Planners and other Advisors to develop innovative marketing strategies, introduce the firm’s financial solutions/benefits to key stakeholders, secure prospective clients, and drive profits/ market share.
- Utilized Financial Planning Tools to Gather/ Analyze Complex Financial Information, identify/ capitalize on new business opportunities, and collaborate with financial professionals to resolve complex client issues and concerns.
- Assisted Financial and Retirement Planning Seminars/Presentations that attracted new clients, showcased the financial services of the organization in line with individual client financial needs/objectives, decreased competitor influence, and closed new business.
- Researched Dividend Paying Stocks to Create Client Portfolios that met fiscal objectives while minimizing financial risks.
Recruitment Consultant
NES Global Talent
Houston, TX
10.2014 - 05.2015
- Attained ambitious sales revenues and profit margins while initiating, building, and fostering cohesive relationships with executives in various roles and industries across the territory. Recognized for superior performance with a promotion from Graduate Recruitment Consultant within four months.
- Closed $78K in One Fiscal Year and Drove the Fiscal Vitality of the Firm. Conducted market and competitive intelligence, developed and delivered marketing proposals and value propositions that provided cost-effective solutions to unique client/prospect needs in line with their key buying factors, identified and capitalized on new business opportunities, and extended existing client relationships into new departments, projects, and business units.
- Conducted Credit Analysis and Investigations on New Clients to minimize risk of outstanding receivables from late payments and financial defaults.
- Initiated and Won the Firm’s Profitable Contract with a Prestigious Engineering Firm. Secured and facilitated a meeting with their HR executive/decision maker and conducted successful contract negotiations.
- Sourced and Recruited Compliance, Finance, Engineering, Project Management and Credit Analyst Candidates that possessed the qualifications to meet the unique hiring criteria of each client’s job order, including internal positions with the firm. Authored engaging job descriptions for job boards/advertisements, proactively asked for referrals, and engaged reference contacts for new job orders and applicants.
- Negotiated Contracts, Fee Agreements, and Candidate Salaries to secure new clients, fill job orders, and maximize profits.
- Reviewed and Reactivated a Dormant Account by successfully identifying, recruiting, and placing a Pipe Stress Engineer for the organization within two weeks. The firm subsequently renewed their contract terms with the account.
Staff Accountant
Cornelius, Stegent & Price LLP
Houston, TX
05.2012 - 09.2014
- Delivered accounting and financial expertise, including tax, audit, and payroll intelligence, to a variety of businesses, non-profit organizations, and individuals across the public accounting firm. Aggregated, consolidated, and analyzed financial/accounting data for total business results, provided assurance and attestation services, and ensured compliance with 401(k) plans.
- Analyzed, Prepared, Filed, and Produced Financial Statements and Federal/State Income Tax Returns for Individuals, Trusts, Corporations, and Partnerships. Reviewed and managed tax/financial records, ensured clients adhered to tax laws and authority requirements, responded to tax notices, and calculated estimated taxes.
- Drove Compliance and Uniformity with Internal Controls and Financial/Accounting Regulations to minimize fiscal/legal risk and liability by proactively auditing processes/procedures and testing for all cash receipts, cash disbursements, 401 (k) plans, and payroll.
- Entered and Updated Sensitive/Confidential Client and Financial Data into the Lacerte Tax System.
- Cultivated Current Intelligence on Financial and Accounting Advancements to serve as a valuable SME (subject matter expert) to clients while building rapport, delivering tax planning advice, and participating in tax/auditing projects.
- Fostered Financial and Business Growth by promoting the organization and its services to both expand client relationships and solicit referrals.
Education
Bachelor of Business Administration (BBA) - Finance and Economics
Texas Tech University
Lubbock, TXSkills
- Retirement planning
- Insurance planning
- Investment strategies
- Customer service
- Lead generation
- Relationship building and management
- Tax planning strategies
- Income Planning
Timeline
Financial Consultant
Fidelity Investments
03.2023 - Current
Investment Consultant
Fidelity Investments
06.2022 - 03.2023
Planning Consultant
Fidelity Investments
01.2021 - 06.2022
Relationship Manager
Fidelity Investments
05.2019 - 01.2021
Financial Representative II
Fidelity Investments
11.2016 - 05.2019
Financial Advisor
MassMutual/Met Life Premier Client Group
12.2015 - 11.2016
Recruitment Consultant
NES Global Talent
10.2014 - 05.2015
Staff Accountant
Cornelius, Stegent & Price LLP
05.2012 - 09.2014
Bachelor of Business Administration (BBA) - Finance and Economics
Texas Tech University
FINANCIAL CORE COMPETENCIES
Cold Calling/Networking~ Tax Advantaged Investments ~ Tax Effects ~ Cultivates Client Relationships ~ Wealth Management Financial Planning ~ Marketing Strategies/Value Propositions ~ Competitive and Market Research ~ Investments ~ Financial Modeling