Robert Roa
Joliet,IL
Summary
Dedicated financial professional experienced in supporting senior advisors and managing client relationships. Skilled in training and mentoring team members, with a focus on compliance and regulatory standards. Eager to leverage expertise in prolific efficiency to drive success.
Overview
7
7
years of professional experience
Work History
Associate Financial Advisor
Northwestern Mutual
Lombard, IL
04.2024 - Current
- Assisted in preparing financial plans and investment strategies for clients.
- Supported senior advisors in managing client portfolios and analyzing market trends.
- Conducted research on financial products to enhance client service offerings.
- Developed proficiency in financial software to streamline data analysis processes.
- Collaborated with team members to ensure compliance with regulatory requirements.
- Participated in training sessions to improve knowledge of investment strategies and tools.
Sales|Bookeeper
Duct-Kleen Inc.
Crest Hill, IL
10.2024 - 10.2025
- Managed accounts payable and receivable, ensuring timely processing of invoices.
- Developed and implemented streamlined bookkeeping procedures to enhance efficiency.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Responsible for finding new business for company, generating over 65k in new business profit.
Tech Supervisor
Staples
Shorewood, IL
10.2018 - 12.2021
- Diagnosed technical issues, implementing effective solutions to minimize downtime.
- Conducted routine inspections, identifying potential hazards and recommending corrective actions.
- Collaborated with team members to enhance workflow efficiency and productivity.
- Handled end of day reports including safe balancing and making deposits.
- Managed 6-10 employees giving them clear tasks and expectations to complete during their shift.
Education
Bachelor of Science - Economics
Northern Illinois University
Dekalb, IL12-2023
Associate of Science - Economics
Joliet Junior College
Joliet, IL05-2020
Skills
- Problem-solving
- Attention to detail
- Multitasking and organization
- Analytical thinking
- Training and mentoring
- Staff management
Timeline
Sales|Bookeeper
Duct-Kleen Inc.
10.2024 - 10.2025
Associate Financial Advisor
Northwestern Mutual
04.2024 - Current
Tech Supervisor
Staples
10.2018 - 12.2021
Bachelor of Science - Economics
Northern Illinois University
Associate of Science - Economics
Joliet Junior College