Robert Patz
Lancaster,PA
Summary
Dynamic business owner with a proven track record at Our Town Brewery, excelling in business planning and market analysis. Expert in financial reporting and budgeting, I drive brand development and process improvement while fostering team collaboration. Successfully secured venture capital funding and enhanced operational efficiency, achieving significant growth in brand awareness.
Overview
16
16
years of professional experience
Work History
Co-Founder /Business Operations Manager
Our Town Brewery
Lancaster, PA
01.2020 - Current
- Developed and implemented business plan to secure venture capital funding.
- Researched competitors' products and services in order to identify gaps in the market.
- Created and maintained a website, marketing materials, and social media accounts.
- Directed the business plan toward achieving established goals and objectives.
- Oversaw accounting functions including budgeting, forecasting and financial reporting.
- Identified areas of improvement in processes related to operations and sales activities.
- Developed strategies to increase brand awareness through public relations initiatives.
- Recruited, trained, managed, and evaluated staff.
- Implemented cost-saving measures throughout all areas of the organization.
- Managed the daily operations of the business, including staff scheduling and resource allocation.
- Mitigated business risks by working closely with staff members and assessing performance.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
Senior Trust Specialist
Charles Schwab Trust Company of Delaware
Wilmington, USA
11.2014 - 09.2019
- Ensure a smooth transition from the onboarding and operations process to administration.
- Participate in the Post Acceptance and Annual Review process to facilitate its timely and accurate completion.
- Assist Trust Officers with the ongoing administration of over 2,000 accounts.
- Complete over 500 Unitrust calculations and inherited IRA RMD calculations.
- Oversee disbursement and receipt coordination, including remittances and deposit adjustments.
- Review Daily Transaction, Market Value, and Scheduled Event reports.
Operational & Compliance Analyst
SEI Private Trust Company
Oaks, USA
07.2012 - 11.2014
- Set up and reconcile new client accounts on a daily basis, and process deposit and withdrawal requests.
- Resolve client issues and handle requests that arrive via phone or in writing, accurately.
- Execute account summaries and high-priority reports daily using Microsoft Excel.
- Leader of new application and distribution teams, and train new hires in SEI’s technological systems.
- Perform daily reconciliation of trading activity and trade settlement issue resolution.
- Provide a high level of client service to investment managers.
- Assist on departmental projects as a liaison between multiple teams.
Hospitality & Marketing Intern
Walt Disney World
Orlando, USA
01.2009 - 06.2009
- Cross-trained in hospitality, sales, finance, and business management disciplines.
- Acquired expertise in Disney’s Human Resource Management and Financial Accounting practices.
- Enhanced communication and problem-solving skills through diverse workforce interactions.
- Reviewed previous year’s sales data to set and achieve higher daily and monthly targets.
- Analyzed market trends to pinpoint potential growth opportunities.
Education
Bachelor of Science - Business Management
The Pennsylvania State University
University Park, PA12-2009
Skills
- Business planning
- Market analysis
- Digital marketing
- Financial reporting
- Budgeting
- Process improvement
- Data analysis
- Brand development
References
References available upon request.
Timeline
Co-Founder /Business Operations Manager
Our Town Brewery
01.2020 - Current
Senior Trust Specialist
Charles Schwab Trust Company of Delaware
11.2014 - 09.2019
Operational & Compliance Analyst
SEI Private Trust Company
07.2012 - 11.2014
Hospitality & Marketing Intern
Walt Disney World
01.2009 - 06.2009
Bachelor of Science - Business Management
The Pennsylvania State University
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