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
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
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
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
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
Life, Health, Property, and Casualty Insurance Licenses
Series 6 and 63 Financial Licenses
Certified Tax Professional
Notary Public
Master of Science - Finance
University of Arizona
Bachelor of Arts - Philosophy & Psychology
University of Wisconsin, Oshkosh
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