Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Robert Suddreth

Denver,NC

Summary

Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.

Overview

19
19
years of professional experience
1
1
Certification

Work History

High Net Worth Representative

Fidelity Investments
12.2022 - Current
  • Engage with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance.
  • Process customer requests to include options, equities, mutual funds and other specialized monetary requests.
  • Enhance relationships with high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. Increase customer loyalty and drive business development opportunities.

Client Relationship Associate Investments

The Vanguard Group Inc.
08.2020 - 09.2022

Partner with clients via inbound phone calls to assist them with a wide range of
financial inquiries, from account maintenance to identifying and resolving issues.
Assist clients with mutual fund and stock trading. Collaborate with internal
departments through various strategic initiatives to continuously improve the client
experience.

Director of Product Assortment

American Tire Distributors
06.2018 - 09.2019
  • Collaborated with the Merchandising/Vendor Relationship Directors and Regional
    Marketing Specialists teams to develop product assortment strategies for all brands,
    leveraging proprietary and relevant data sets.
  • Measured productivity of Assortments
    and proposed recommendations to drive sales in partnership with Action Planning
    team.
  • Developed reporting on the performance of product assortments and
    segments.

Brand Director

American Tire Distributors
01.2010 - 06.2018
  • Planned and executed promotional events to increase customer engagement and
    sales revenue.
  • Increased market share and penetration of the Cooper brand so now
    ATD has nationwide coverage.
  • Managed the day to day relationship with multiple
    vendors.
  • Drove long-term strategic framework for marketing.

TireStarz/BARNN Coordinator

American Tire Distributors
04.2005 - 12.2009
  • Coached employees through day-to-day work and complex problems.
  • Entered data, generated reports, and produced tracking documents.
  • Set priorities and problem-solved workflow issues to maintain rapport with customers and managers.
  • Gathered and organized materials to support operations.
  • Successfully led key projects that added more dealers to the program.

Education

Bachelor of Arts - Economics

University of North Carolina At Chapel Hill
Chapel Hill, NC

Skills

  • Microsoft Word, Excel, and PowerPoint
  • Sales Experience
  • Customer Service

Certification

FINRA Licenses Series 7 and 63.

Timeline

High Net Worth Representative

Fidelity Investments
12.2022 - Current

Client Relationship Associate Investments

The Vanguard Group Inc.
08.2020 - 09.2022

Director of Product Assortment

American Tire Distributors
06.2018 - 09.2019

Brand Director

American Tire Distributors
01.2010 - 06.2018

TireStarz/BARNN Coordinator

American Tire Distributors
04.2005 - 12.2009

Bachelor of Arts - Economics

University of North Carolina At Chapel Hill
Robert Suddreth