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
Business development and planning
Solution selling
Direct sales
Database Management
Analytical problem solver
Strategic account development
Relationship building and management
Customer Experience
Inbound Marketing
Active Listening
Social Skills
Nonverbal Communication
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