ROBERT WILSON
Huntington National Bank
Fort Smith
7
years of professional experience
Professional in private banking with robust experience in managing high-net-worth client relationships. Skilled in financial planning, investment strategies, and risk management. Valued for strong focus on team collaboration and adaptability to changing needs.
Work History
Private Banking Service Specialist
8 Months- Managed high-net-worth client portfolios, aligning banking solutions with liquidity, credit, and investment objectives.
- Built trusted client relationships through proactive reviews, responsive service, and tailored financial guidance.
- Resolved complex client issues by navigating internal processes and escalating exceptions appropriately.
- Coordinated with wealth, credit, and investment teams to deliver integrated private banking solutions.
- Designed and maintained financial models to identify and measure risks.
Wealth Management Advisor
3 Years 11 Months- Leveraged performance metrics to monitor and enhance financial strategies
- Designed dashboards and KPIs aligned with GAAP principles to support accurate financial reporting
- Partnered with leadership to improve internal controls and drive strategic financial decisions.
- Designed and delivered interactive dashboards and reports using Power BI to provide actionable business insights for leadership
- Provided data-driven recommendations to enhance strategic decision-making and foster client growth.
- Contribute to portfolio management by monitoring key performance indicators, and collaborating with clients to deliver tailored financial insights, ensuring decisions aligned
Barcelona Europe
7 Months- Researched global business practices on a global scale through visiting different European companies. Met with different financial companies weekly throughout the country regarding business and developing business plans using data provided.
Education
BBA - Business Administration, Finance
BBA - Business Administration, Management
Skills
Financial Reporting
Cross-functional collaboration
Investment Management Principles
US GAAP
Portfolio management
Financial Services Experience
Cross-functional Business
Critical thinking
Timeline
Private Banking Service Specialist
Huntington National Bank
02.2026 - CurrentRead More
Wealth Management Advisor
Cadence Bank Wealth Management
03.2022 - 02.2026Read More
Barcelona Europe
Studied Aboard
05.2019 - 12.2019Read More
Oklahoma State University
BBA from Business Administration, Management
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Oklahoma State University
BBA from Business Administration, Finance
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