Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Robert Marco

Hallandale

Summary

Dynamic Fund Manager at Marco Capital Management with a proven track record in maximizing portfolio returns through strategic asset allocation and advanced analytical skills. Recognized for cultivating client relationships and enhancing investment strategies, demonstrating strong problem-solving abilities and a commitment to excellence in financial advisory services.

Overview

25
25
years of professional experience

Work History

Fund Manager

Marco Capital Management
01.2006 - 12.2015
  • Enhanced the efficiency of the investment process by implementing cutting-edge technology tools for research and analysis.
  • Maximized portfolio returns by diligently researching and selecting high-performing investments.
  • Successfully navigated periods of market volatility by adapting investment strategies to mitigate losses and take advantage of emerging opportunities.
  • Reduced risk exposure through strategic asset allocation and diversification of investment portfolios.

VP Senior Financial Advisor

Bank of America Investments
10.1999 - 01.2006
  • Consulted on investment and insurance strategies. Developed financial plans tailored to meet specific life goals. Grew my investment and insurance book by an average of $15,000,000 per year. Identified opportunities for cross selling to other lines of business such as the retail bank, small business lending and mortgage lending.
  • Regularly hosted training meetings to help Branch personal identify investment opportunities as well as coach and advise my junior brokers on sales and investment strategies and best practices.
  • I promoted an environment if integrity, doing what is right for the client and not concerning yourself with the commissions involved. Educating yourself and the client with the statistical facts of investment through assets allocation and diversification. Through this I was able to retain and grow my client book via retention and referrals.

Assistant Branch Manager

TD Waterhouse
09.1992 - 03.1997
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored broker trades and activities, approving large orders, identifying risk and calculating margin and equity requirements. Offering help and training to improve broker performance and to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to regulatory policies.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.

Registered Representative

OLDE Discount
06.1991 - 07.1992
  • Improved client satisfaction by providing exceptional investment advice and addressing individual financial needs.
  • Interviewed clients to better understand financial positions and assets ready for investment.
  • Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives.

Education

Bachelor - Finance

Temple University
Philadelphia, PA
05.1991

Skills

  • Equity valuation
  • Financial statements
  • Fundamental analysis
  • Due diligence
  • Portfolio management
  • Asset allocation
  • Fixed income analysis
  • Technical analysis
  • Investment strategies
  • Private equity investments
  • Investor relations
  • Hedge fund strategies
  • Real estate investments
  • Derivatives trading
  • Problem-solving
  • Time management
  • Attention to detail
  • Reliability
  • Team collaboration

Accomplishments

Won the city of Philadelphia math competition.

Valedictorian of Rittenhouse Academy.

Languages

Spanish
Limited Working
English
Full Professional

Timeline

Fund Manager

Marco Capital Management
01.2006 - 12.2015

VP Senior Financial Advisor

Bank of America Investments
10.1999 - 01.2006

Assistant Branch Manager

TD Waterhouse
09.1992 - 03.1997

Registered Representative

OLDE Discount
06.1991 - 07.1992

Bachelor - Finance

Temple University

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Robert Marco