Robert Witt
Loves Park,IL
Summary
Dynamic leader with a proven track record at JPMorgan Chase, adept in financial management and strategic business development. Excelled in fostering professional relationships and customer engagement, driving growth, and implementing cost-saving strategies. Achieved significant savings for Fed Ex, showcasing a detail-oriented mindset and effective team collaboration.
Overview
27
27
years of professional experience
5
5
Certification
Work History
Business Owner
Dairy Depot,Witt & Associates, and NASS Roofing
Loves Park, IL
09.2022 - Current
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Managed day-to-day operations with strong organizational skills, ensuring smooth workflows and timely completion of tasks.
- Increased client satisfaction by providing personalized business solutions and exceptional customer service.
Financial Manager
JPMorgan Chase
Loves Park, IL
04.2011 - 09.2022
- Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
- Increased financial efficiency by streamlining budget processes and implementing cost-saving measures.
- Created strategies to increase client revenue and reduce client spending.
- Managed essential personnel data and records using [Software].
- Led financial planning and analysis by managing key metrics, analyzing data and providing support and insight for strategic planning.
Commercial Lender
AMCORE Bank & National City Bank
Rockford, IL
09.2006 - 04.2011
- Provided excellent customer service by addressing client concerns promptly and professionally.
- Embraced growth and excellence-oriented atmosphere to support bank-wide initiatives.
- Developed marketing strategies aimed at increasing brand visibility within target industries for commercial lending services.
- Supported complete and accurate loan file documentation.
- Collaborated with underwriters and credit analysts to ensure accurate risk assessment of potential clients.
- Conducted regular credit reviews for existing clients to evaluate their financial health and recommend appropriate actions to mitigate potential risks.
Executive Sales and Operations
Fed Ex and UPS
Chicago, IL
06.1998 - 09.2005
- Spearheaded strategic initiatives to drive organizational growth and enhance profitability.
- Formulated and executed corporate policies to align with company goals and objectives.
- Improved operational efficiency by streamlining processes and implementing innovative solutions.
- Led cross-functional teams for successful project completion and achievement
- Directed business development efforts to expand market share and increase revenue.
- Developed transportation program saving Fed Ex $88,000 a week. This was a Cost Benefit Analysis I did taking 2-Day Air products and shipping them over the road and rail to 60% of the country using weekends as free shipping days.
Education
Master of Science - Finance
University of Arizona
Tucson, AZ06-2026
Bachelor of Arts - Philosophy & Psychology
University of Wisconsin, Oshkosh
Oshkosh, WI06-1996
Skills
- Customer Engagement
- Relationship Management
- Detail-Oriented Mindset
- Results-Focused
- Strategic Relationship Management
- Effective Team Collaboration
- Strategic Business Development
- Professional Relationship Building
Certification
Life, Health, Property, and Casualty Insurance Licenses
Series 6 and 63 Financial Licenses
Certified Tax Professional
Notary Public
Languages
Spanish
Limited Working
Timeline
Business Owner
Dairy Depot,Witt & Associates, and NASS Roofing
09.2022 - Current
Financial Manager
JPMorgan Chase
04.2011 - 09.2022
Commercial Lender
AMCORE Bank & National City Bank
09.2006 - 04.2011
Executive Sales and Operations
Fed Ex and UPS
06.1998 - 09.2005
Master of Science - Finance
University of Arizona
Bachelor of Arts - Philosophy & Psychology
University of Wisconsin, Oshkosh