Robert Rampulla
New York
Summary
Strategic account and portfolio manger with almost three years of experience navigating the complexities of client-facing engagements in business funding—seeking to leverage a highly transferable set of skills and qualifications that will capitalize on thoughtfully implemented relationship and experience management strategies to expand revenue pipelines, bolster retention and referral rates, maximize profitability, and foster optimal outcomes
Overview
4
4
years of professional experience
1
1
Certification
Work History
Portfolio Manager, Client Accounts
QFS Capital
06.2022 - Current
- - Fosters trusted relationships with new, existing, and prospective clients while managing 1k+ accounts within a robust business portfolio—identifying and engaging priorities, analyzing documentation, and offering customized solution-centric action plans designed to resolve any issues
- - Continuously seeks to identify, define, and understand client goals — proactively evaluating existing and projected requirements to capture opportunities for mitigating challenges, negotiating new contract terms, closing service gaps, and improving outcomes
- - Thoughtfully engages client relationships to address challenges and promptly respond to requests, earning a reputation as a resourceful, results-oriented account manager capable of advocating for the client’s voice while stepping up to manage evolving needs and requirements
- - Managed a team of eight while monitoring performance and productivity for three diverse departments
- - Works collaboratively in cross-functional environments, leveraging the capabilities of various teams and departments to resolve deficiencies and meet evolving business needs—facilitating cross-functional collaboration and communication with various departments and teams to streamline workflows and ensure a seamless customer experience from onboarding to solutions delivery
- - Leads full-scale, cross-departmental continuous improvement initiatives designed to improve client communication, maximize engagement, and enhance outreach—introduced and implemented an automated CRM-based messaging system, standardizing new policies, and creating onboarding documentation
- - Providing regular reviews to track success, pin points, and opportunities against key performance indicators (KPIs)
Intern, Analyst
Wallstreet Access
05.2021 - 08.2021
Education
Bachelor of Science - Finance
State University of New York At Oswego
Oswego, NY05-2022
Skills
- Account & Portfolio Management
- Client Relationship Management
- Solution Design & Implementation
- Contract Negotiations & Mediation
- Client Needs Analysis & Prioritization
- Action-Oriented Conflict Resolution
- Cross-Functional Team Collaboration
- Client Relations
- Continuous Process Improvement
Certification
Notary License of Ny
Timeline
Portfolio Manager, Client Accounts
QFS Capital
06.2022 - Current
Intern, Analyst
Wallstreet Access
05.2021 - 08.2021
Notary License of Ny
Bachelor of Science - Finance
State University of New York At Oswego
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