Summary
Overview
Work History
Education
Websites
Certification
Design Tips for Maximum Impact
Timeline
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Robert Watson

Tarpon Springs,FL

Summary

Results-oriented leader with 15+ years in sales, operations, and financial services. Expertise in building high-performing teams, driving revenue growth, and managing enterprise-level client relationships. Skilled in executing strategic initiatives and aligning market insights with brand strategy.

Overview

19
19
years of professional experience
1
1
Certification

Work History

COO / Head of Sales

Strategic Monitoring Solutions
11.2024 - 07.2025
  • Built and led a nationwide sales team and customer engagement strategy
  • Partnered with CEO/CFO to shape budgeting plans and brand development
  • Designed marketing campaigns to accelerate growth
  • Managed vendor, partner, and distributor relationships across all accounts

Senior Account Manager / Sales

Trifecta Networks
02.2022 - 11.2024
  • Delivered $1M+ in tech product sales across five verticals
  • Onboarded 20+ new clients, expanding book of business
  • Collaborated with product team on go-to-market strategies

Institutional Treasury Bond Broker

TPICAP
11.2011 - 12.2020
  • Brokered long-term U.S. Treasury bonds for institutional clients
  • Delivered actionable market intelligence to major banks

Operations Specialist / Trade Assistant

Deutsche Bank Securities Inc.
10.2007 - 11.2011
  • Managed TRACE & MSRB compliance, reconciliations, and trade support
  • Booked trades for Treasury, Agency, and Municipal desks
  • Submitted auction bids to U.S. Treasury and Federal Reserve
  • Ensured RTRS reporting accuracy across desks

Whole Loan Analyst

Nomura Securities International
07.2006 - 09.2007
  • Processed remittances for Alt-A and FHA/VA loan pools
  • Monitored P&I activity, suspense accounts, and payment accrual projects

Education

B.A. - Economics

Iona College
05.2004

Certification

FINRA Series 7, 3, and 63 Licenses- Expired

Design Tips for Maximum Impact

To bring this to life

Timeline

COO / Head of Sales

Strategic Monitoring Solutions
11.2024 - 07.2025

Senior Account Manager / Sales

Trifecta Networks
02.2022 - 11.2024

Institutional Treasury Bond Broker

TPICAP
11.2011 - 12.2020

Operations Specialist / Trade Assistant

Deutsche Bank Securities Inc.
10.2007 - 11.2011

Whole Loan Analyst

Nomura Securities International
07.2006 - 09.2007

B.A. - Economics

Iona College
Robert Watson