ROBERT F. MCDOWELL, JR., ESQ., MBA

**** **** ***** ***** *****

Brecksville, OH 44141

330-***-****

abijez@r.postjobfree.com

EXPERIENCE:

Bank of America / Merrill Lynch

Vice President

Wealth Management Banker

2010 - Present

- Job Description: Provide wealth management banking solutions to

include lending, liquidity and cash management products to high-net-

worth client base.

The Private Trust Company, NA.

Relationship Manager

2005 - 2010

- Job Description: Serve as Relationship Manager for ultra high-net-

worth clients. Manage the relationships from estate planning,

financial planning, investment and tax planning perspectives as

primary point of contact. Have extensive business development

responsibilities. Work with investment advisors in cross-selling

capacity to identify additional non-portfolio management services to

benefit wealth management clients.

- Core Services: Provide sophisticated, consultative advice on

matters of:

1) financial planning;

2) liquid and illiquid investments;

3) tax and estate planning;

4) business succession;

(5) charitable planning.

- Accomplishments Include:

(1) New business developed, measured in assets under management

for 2006, 2007, 2008, and 2009: Exceeded $20m in each

successive year.

(2) Chairman of the Trust Administration Committee.

(3) Member of the Investment Committee.

(4) Member of the Account Acceptance Committee.

5) Have been rewarded with multiple promotions, to include

oversight

of staff.

National City

Fiduciary Officer / Vice President

2003 - 2005

- Job Description: Managed a team of wealth management professionals

in the analysis of trust and investment accounts, and in extensive

project and consultative wealth management work.

- Accomplishments Include: Exceeded goals set for each work year,

resulting in three promotions.

Key Bank, NA

Trust Officer

2001 - 2003

- Job Description:

- Managed trusts and other estate planning accounts in centralized

unit.

- Core Services:

- Position required strong skills in trust administration, business

development, client retention, and client relationship building.

- Accomplishments Include:

- Rewards for achievements included two promotions.

J. Norman Stark Co., L.P.A.

Associate Attorney

2000 - 2001

- Job Description:

- Performed all duties essential to assist in the running of a small

firm. These legal and business duties included: extensive client

contact and development, intricate legal research and writing, as well

as firm financial and business management.

Graduate Assistant at Fitzgerald Institute for

Entrepreneurial Studies, University of Akron

- Earned competitive position as a Graduate Assistant. Provided

assistance for professors in their undergraduate and graduate level

courses. This position included research and teaching

responsibilities. Compensation was comprised of full payment of

courses pursued in gaining J.D. and M.B.A. Degrees and stipend.

EDUCATION & QUALIFICATIONS:

- Cannon Financial Institute Estate Planning Curriculum (2001 - 2003)

Completed all three certification levels.

- Passed the July 1999 Ohio Bar Exam.

- Completed (May 1999):

J.D. and M.B.A.

- Akron University School of Law, Akron, Ohio

Graduation / May 1999

Activities: Vice-President Sports and Entertainment

Law Society, member of legal fraternity Phi Delta Phi.

- Akron University School of Business, Akron, Ohio

Degree: M.B.A.

Graduation / May 1999

- John Carroll University, University Heights, OH

B.S.B.A. Business Management

Graduation / May 1996

COMMUNITY INVOLVEMENT:

- Teaching: Have worked in substitute role in Estate

Planning and Business Law courses at the University of Akron.

- Cleveland Bar Association: Participating member

- Estate Planning Council, Cleveland: Participating member

through work organization membership

- Lector and Finance Committees: Cathedral Church Committees

- YAC Volunteer: Volunteer services in various settings in

Cleveland's lower income communities

- Assistant Bureau Chief, Write Way Tremont: Program

jointly funded by The Ohio State University, the United States

Department of Agriculture, and the Cuyahoga County

Commissioners.

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