Robert Fiamengo: Pod Manager - Operations in Wilson, WY

• Communicate with outside firms to streamline communication and project completion for clients. • Work directly with advisors and managers to oversee all operations workflows daily. • Create, monitor, and audit numerous reports of client requests to ensure smooth completion.

• Opened and serviced high net worth client’s accounts through multiple platforms. • Performed ACH, ACAT, NON-ACAT transfers in addition to 401k/IRA Rollovers. • Collaborated with superiors to develop processes to increase efficiency.

• Developed competitive market analysis on mid-market retail, office, and multi-family assets. • Performed market research to support pro-forma analysis developed by rent & sales comps. • Scheduled inspections, appraisals, and property tours throughout due diligence periods. • Attained new clients via referrals and direct outreach.

• Managed sales accounts and consulted mid-sized companies over their financing needs. • Discussed and offered revenue generating options for business owners in all industries. • Developed professional relationships across the nation by creating the most effective strategy for each business. • Approached new clients through salesforce referral system generated by website inquiries.

• Approached and attained clients in need of financial planning to review their short, medium, and long-term goals. • Presented and sold financial products to put clients in line with their goals. • Acquired Connecticut life, accident, and health insurance licenses along with a number of additional states.

-Organized project timelines for customers. -Reviewed company finances for separate accounts. -Assisted any field work in need, including excavation, demolition, roofing, and paint.