Microsoft Office
Robert Penha
Financial Advisor
North Kingstown,RI
Summary
Encouraging leader and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
1
1
Language
Work History
Financial Advisor Team Lead
Baystate Financial
Boston, MA
10.2020 - Current
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Managed accounts to retain existing relationships and grow share of business.
- Surpassed growth targets and revenue projections by coordinating and planning [Type] product sales initiatives.
- Drove team and company profits by developing and strengthening relationships with industry partners and potential clients.
- Coordinated staff sales meetings to discuss developmental strategy, best practices and process improvements.
- Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Created and implemented new business opportunities by utilizing strategic networking strategies.
- Created and launched new online marketing strategies, resulting in [Number]% sales increase.
- Sold over $[Amount] of [Type] product, exceeding sales goals [Number]%.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Senior Staff Accountant
Ledoux Petruska & Co.
Johnston, RI
01.2020 - 10.2020
- Reviewed documents and accounts for discrepancies and resolved variances.
- Oversaw accounting team in servicing diverse clients.
- Gathered, analyzed and reported financial information.
- Contributed to hiring, training and development of accounting teams.
- Offered advice and direction to help clients better understand financial goals.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
Derivatives Analyst
Citizens Bank
Providence, RI
07.2014 - 01.2020
- Executed trades for stocks, futures, options and variance swaps to hedge customer trades.
- Improved financial status by analyzing results, monitoring variances and recommending actions to management staff.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
- Solved complex problems for senior leadership to execute on-time and under-budget projects.
- Created and maintained precise and accurate models, charts and reports.
- Ran and analyzed monthly revenue risk reports for executive team.
- Supported financial transactions and investment details by preparing supporting transactions.
- Consolidated financial data and materials for key leadership meetings.
Education
Bachelor of Science - Accounting
University of Rhode Island
Kingston, RI 01.2008 - 06.2012
Master of Science - Accounting
University of Rhode Island
Kingston, RI 12.2012 - 12.2013
Skills
B to B sales
Accomplishments
Maintained a 100% client retention rate while building a book of business from 0 to 200 clients in a 2 year time period.
Affiliations
- Bike Newport, Non-Profit Board Treasurer & Finance Committee Chair
Software
Client Relationship Management
HTML
JavaScript
CSS
SQL
Interests
Travel
Snowboarding/Skiiing
Golf
Cocktails & Dining
Timeline
Financial Advisor Team Lead
Baystate Financial
10.2020 - Current
Senior Staff Accountant
Ledoux Petruska & Co.
01.2020 - 10.2020
Derivatives Analyst
Citizens Bank
07.2014 - 01.2020
Master of Science - Accounting
University of Rhode Island
12.2012 - 12.2013
Bachelor of Science - Accounting
University of Rhode Island
01.2008 - 06.2012
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