Robert Vilbig
Saint James,NY
Summary
Dynamic financial advisor with proven success in asset management and client relations. Expertise in portfolio optimization leading to increased ROI and improved client outcomes. Skilled in delivering tailored financial solutions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential Financial
09.2022 - Current
- Increased client portfolios by 20-35% YTY
- Managed assets worth over $208 Million
- Optimized investment strategies by 15%
- Provided Business solutions to optimize tax strategies
- Onboarded two new employees,
- Implemented protection strategies for retention in our Life insurance book, High Value Life Insurance
- Assessed risk tolerance for clients while providing successful solutions to their long and short term planning.
Financial Representative
New York Life Insurance Co
04.2020 - 12 2022
- Managed portfolio of 100+ accounts
- Presidents Club Award winning Sales representative, focusing on Life Insurance and retirement income solutions
- Implemented Sales initiatives to increase Whole Life Insurance book
- Incorporated small businesses into our group planning models
Territory Manager
Respirtech Inc.
04.2018 - 02.2019
Durable Medical Equipment provider- Award winning sales, using advanced techniques and established network
of physicians/providers to exceed goals in a vacant, zero performance territory. Targets include hospitals,
clinics, extended sales staff, diagnostics.
Therapeutic Specialist
Gilead Sciences, Inc.
05.2016 - 04.2018
Education
MBA - Business Administration
Dowling University*
Oakdale, NYBachelor of Science - Business/Biology
SUNY At Albany
Albany, New York, NY05-1998
Skills
- Portfolio Management
- Risk Assessment/Management
- Financial Planning
- Investment Strategies
- Client Relations
- Asset Allocation
- Market Analysis
- Wealth Management
Certification
- Life and Health
- Series 6, 63, 65, 7, SIE
- Financial Planner
Timeline
Financial Advisor
Prudential Financial
09.2022 - Current
Financial Representative
New York Life Insurance Co
04.2020 - 12 2022
Territory Manager
Respirtech Inc.
04.2018 - 02.2019
Therapeutic Specialist
Gilead Sciences, Inc.
05.2016 - 04.2018
MBA - Business Administration
Dowling University*
Bachelor of Science - Business/Biology
SUNY At Albany