Robert C. Isom 843-***-****

**** **** ****** ****, **********, SC 29550 abnapk@r.postjobfree.com

Professional Profile

A hardworking, persuasive and decisive leader with exceptional communication, organizational, and analytical skills.

Financial Advisor with success in building and retaining client relationships and portfolios. Adept at analyzing

financial statements, 401K statements and individual client financial goals. Success with using analytical tools to

prepare and deliver group and one on one presentation. Consistently obtained high performance through developing

client relationships and closing new business.

Instructor US Army Computer Science School responsible for Career training of Programmer Analysts and

Information Systems Officers. Cadre for the trainees and NCOIC(Non-Commissioned Officer in Charge) for

development of the Digital Imagery Video Transmission System (DIVTS). NCOIC Information Systems Division for

J2 US Central Command Forward during Desert Shield/Desert Storm. Responsible for all systems related to

J2(Military Intelligence Division) to include managing DIVTS during Desert Shield Desert Storm. I earned the

Bronze Star for my involvement in Desert Shield/Desert Storm.

Track Commander for 1st Battalion 8th Infantry Mechanized Battalion Commander. My responsibilities included

Armored Personnel Carrier maintenance, communication maintenance and deployment, mapping, and overall success

of the Commander’s mission during field exercises to include joint live fire exercises. Worked in S3(operations) when

not deployed. I earned the 4th Infantry Division Iron Horse Soldier of the Year while filling this position.

Rifleman, Squad Leader and Unit Armorer for 1st Battalion 5th Infantry Combat Support Company. Served in Scout

Platoon as gunner, jeep commander, and squad leader. I also served as Unit Armorer responsible for all weapons

associated with a Combat Support Company. I earned the Expert Infantryman’s Badge and the Air Assault Badge

while filling these positions.

Professional Experience

Wells Fargo Advisors, Florence, SC

Dec 2008 – Jan 2010

Financial Advisor

Achievements:

1. Vice-President Investments

Responsibilities:

1. Create a clientele through marketing myself and the firm to qualified investors

1. Service existing book of business

1. Represent Wells Fargo in Local Community

UBS Financial Services, Hartsville, SC

June 2004 – Dec 2008

Financial Advisor

Achievements:

2. Attained Series 66 License

Responsibilities:

2. Create a clientele through marketing myself and UBS to qualified investors

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Robert C. Isom•843-***-****•abnapk@r.postjobfree.com

2. Service existing book of business

3. Represent UBS in Local Community

Edward Jones Investments, Hartsville, SC

June 1999 – June 2004

Investment Representative

Achievements:

• Attained Series 7 and 63 License

• Attained Professional Designation, Accredited Asset Management

Specialist (AAMS)

• Jack Phelan Sales Award

• Ted Jones Sales Award

• Earned Limited Partnership for performance

Responsibilities:

• Create a clientele through marketing myself and Edward Jones to qualified

investors

• Service existing book of business

• Train Regional New Investment Representatives

• Represent Edward Jones in Local Community

Education

• Investment Advisor Continuing Education requirements of 24 hours per year since 1999

• Investment Representative training with Edward Jones 16 weeks

• US Army - Prescribed Load List(1983), 1st Line Supervisor Maintenance(1983), Unit Armorer(1983),

Primary Leadership Development(1984), DAS3 Computer Repair MOS training 25 weeks(1985), IBM

System 36 Programming and Repair(1985), Programmer Analyst MOS training 11 weeks(1987), Non-

Commissioned Officer Basic Course 11 weeks(1988), Non-Commissioned Officer Advanced Course 14

weeks(1990)

• Snead State Jr. College, University of Alabama, Hawaii Pacific College, Pikes

Peak Community College and St. Louis Community College

Awards / Affiliations

Hartsville Civitan President 2007 – 2008, Vice-President 2006

YMCA Board of Directors 2001 – 2005

Hartsville Downtown Development Board of Directors 2003

Coker College Board of Visitors 2001

Coker College Cobra Club President 2000

Member 1st Presbyterian Church of Hartsville

Member Hartsville Country Club

Member Palmetto Golf Club

References

References are available upon request.

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