Robert Fiamengo: Pod Manager - Operations in Wilson, WY

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Robert Fiamengo

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Pod Manager - Operations
Wilson | United States
Skills

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Interests
Media production
All outdoors
Industries
Bike
Creative Agencies
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Moto & Powersports
Outdoor
Skate
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Work experience
Image Personal Capital Advisors

Personal Capital Advisors

Pod Manager - Operations | 02/2021 - Current

• 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.
Image Personal Capital Advisors

Personal Capital Advisors

Senior Client Operations - Private Client Group | 01/2019 - 02/2021

• 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.
Image Northeast Private Client Group

Northeast Private Client Group

Investment Sales Associate | 04/2018 - 01/2019

• 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.
Image Currency Capital, LLC

Currency Capital, LLC

Account Executive | 11/2017 - 04/2018

• 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.
Image Northwestern Mutual

Northwestern Mutual

Financial Representative | 06/2016 - 08/2017

• 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.
Image Considine Construction, LLC

Considine Construction, LLC

Office Assistant | 06/2015 - 08/2015

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