Real Estate Manager

Location:

Posted:

October 04, 2013

ROBERT F. CUMMINGS, CPA

*******@*****.***

860-***-****

WORK EXPERIENCE

Northwestern Mutual, Financial Representative (2012-Present) West Hartford, CT

• Prepared and presented financial needs assessments for prospects

• Marketed and sold life insurance, investments and annuities

• Series 6, Series 63, Health, Life and Accident licensed

Apple, Specialist (2011-2012) Farmington, CT

• Utilized Apple “steps of service” in retailing to engage customers and promote the brand experience

• Served customers technology needs through training, demonstration and set-up of Apple products

H&R Block, Tax Specialist (2011-2012) West Hartford, CT

• Develop tax return business by assisting prospects and customers

• Prepared individual tax returns and provided financial consulting for 2011-2012 season

SS&C Technologies, Inc., Senior Director (1999-2011) Windsor, CT

• Real Estate Analyst and Subject Matter Expert (SME) for real estate accounting software product

• Directed the business side of a consulting and support desk for 8,000 user clients using proprietary integrated systems

• Designed and integrated a “single view” CRM system for sales and service professionals

• Maintained and delivered competitive analysis updates and pricing strategies to sales team

Deloitte Consulting, The Futures Group, Financial Manager Consultant, CFO (1995-1999) Glastonbury, CT

• Directed consulting services operations of boutique strategy consulting firm

• Research involving collection of data and opinions through interviews

Ernst & Young, Halcyon Advisors, Financial Manager Consultant, CFO (1986-1995) Hartford, CT

• Directed operations of national real estate advisory consulting firm (HUD contractor)

• Packaged and merged specialty service firm in 1991 to Big 8 firm, E&Y

KPMG Peat Marwick, Manager (1980-1986) Hartford, CT

• Audit and accounting services including tax and internal control compliance testing

EDUCATION & SKILLS

College of the Holy Cross, Worcester, MA

Bachelor of Arts degree in Economics and Accounting

University of Connecticut, West Hartford, CT (1986-1989); Executive MBA program coursework

Computer: Proficient in Microsoft Excel and Powerpoint, GUI design and Database Technologies (Access, SQL, PSQL, SAP-Crystal

Reports) and web technologies. Part-time business sales in Apple IOS (mobile technologies expert IPad, IPhone, iCloud)

Organizations: Actively participated in leadership of local and commercial real estate business organizations (SCIP, BOMA, ICSC, ULI,

NNCREW, REFA, and Real Estate Exchange).

INTERESTS

Tennis, Golf, Basketball, Hockey, Travel (food and wine); Management, strategy and technology paradigms and business biographies;

Comedians; Blues guitar; and iconic movies