Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Robert Phraner

Madison

Summary

Results-driven professional with expertise in relationship building and management, data analysis, and event planning. Proven track record in fostering long-term business relationships and supporting business operations. Eager to leverage skills and experience in a new role to drive growth and build strategic partnerships.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Business Development Manager

Horizon Legal Solutions, Inc.
01.2024 - Current
  • Conducted site visits and sales meetings with clients.
  • Participated in networking events to build relationships with potential clients.
  • Have over two years of experience planning, attending, and operating an exhibit at conventions (trade shows).
  • Over twenty conventions worked, most of which were completed alone.
  • Assisted in operating various social media platforms.
  • Fostered long-term business relationships with clients through meetings and follow-ups.
  • Orchestrated a range of projects such as holiday gift giving, office supplies management, and online food orders for clients.

Registered Client Associate / Cashier

Morgan Stanley
09.2020 - 10.2023
  • Processed cashier's checks, money orders, wire transfers, stock certificates.
  • Organized and managed office operations efficiently, including filing systems and scheduling appointments.
  • Provided comprehensive administrative and operational support to financial advisors.
  • Assisted customers with opening new accounts and transferring funds between accounts.
  • Generated reports on account activity for senior management review.
  • Executed trades based on customer instructions while adhering to applicable laws and regulations governing securities trading activities.

Client Associate / Cashier

Merrill Lynch
01.2020 - 09.2020
  • Developed strong relationships with clients through proactive communication and follow-up.
  • Maintained accurate records of client accounts and transactions.
  • Participated in team meetings to discuss current projects, client feedback.
  • Performed clerical tasks, such as answering phones and distributing mail.
  • Assisted customers with opening new accounts and transferring funds between accounts.

Education

Bachelor of Business Administration (B.B.A.) - Finance

University of North Alabama
Florence, AL
12.2019

Skills

  • Relationship building and management
  • Data analysis capabilities
  • Report preparation
  • Teamwork and collaboration
  • Order execution
  • Excellent communication skills
  • Event planning

Certification

  • Securities Industry Essentials (FINRA)
  • Series 7 (FINRA)
  • Series 66 (FINRA)

Timeline

Business Development Manager

Horizon Legal Solutions, Inc.
01.2024 - Current

Registered Client Associate / Cashier

Morgan Stanley
09.2020 - 10.2023

Client Associate / Cashier

Merrill Lynch
01.2020 - 09.2020

Bachelor of Business Administration (B.B.A.) - Finance

University of North Alabama

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