Sales Management Director .Net Vice President

Robert Elliott

Email: *********@********.***

Address: **** ******* ****

City: Edmond

State: OK

Zip: 73034

Country: USA

Phone: 405-***-****

Skill Level: Director

Salary Range: $150,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Robert P. Elliott, CPA

2001 Morning Star, Edmond, OK 73034 405-***-**** *********@********.***

PROFESSIONAL SUMMARY

An entrepreneur skilled in developing significant and lasting working relationships with institutions and

wealthy individuals through utilizing communication and analytical abilities

Key Strengths

Developing and Creating organizations at Leading teams in

maintaining multimillion the organic level and imagining, coordinating

dollar sales relationships managing them to and implementing large

profitability scale events

PROFESSIONAL EXPERIENCE

Williams Financial Group, Oklahoma City, Oklahoma 2002-Present

Registered Investment Advisor

Grew an exclusive practice of institutional accounts and select high net worth individuals.

Created a proprietary, innovative investment strategy with a proven 10 year track record far in

excess of S&P 500 returns

Advised institutional clients with specific asset allocation strategies tailored to individual needs

and novel market deployment strategies

Developed and maintained detailed performance metrics for institutional clients enabling more

effective monitoring of investment results

Prudential Securities, Oklahoma City, Oklahoma 1990-2002

Sr. Vice President

Member of Chairman's Council, President's Council

Portfolio management of high net worth individuals and institution, including equity, bond,

derivative and futures trading as a managing partner of a wealth advisory team

Supervised and directed the sales efforts of the Prudential Securities Edmond Branch offices and

its 20 employees, including responsibility for compliance and profitability

Shearson Lehman Hutton Oklahoma City, Oklahoma 1989-1990

Vice President/Financial Advisor

Provided wealth management services for clientele, specializing in high net worth individuals

Merrill Lynch Oklahoma City, Oklahoma 1986-1989

Associate Vice President/ Financial Advisor

Provided wealth management services for clientele, specializing in high net worth individuals

Robert P. Elliott, CPA *********@********.***

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Talbot, Elliott &Minney, CPAs Oklahoma City, Oklahoma 1981-1986

Owner and Managing Partner

Established relationships in the Oklahoma City business community through a variety of

activities and recruited new clientele to the firm

KPMG Oklahoma City, Oklahoma 1979-1981

Senior Staff Auditor

Rising to senior level as a specialist in the banking and oil and gas industries

EDUCATION AND PROFESSIONAL DEVELOPMENT

B.S. Accounting Oklahoma Christian University Edmond, Oklahoma 1976-1979

B.S. Management Oklahoma Christian University Edmond, Oklahoma 1976-1979

Certified Public Accountant Securities Industries License 3, 7, 8, 63, 65

CHARITY AND CIVIC PARTICIPATION

Cascade College Board of Trustees

Oakdale Foundation President

Revamped and rebranded annual auction as a major fundraising source for the school

Created annual Rocket Run homecoming event that encouraged student participation in

fundraising

Edmond Memorial Football Foundation Founder and Initial President

Founded EMFF at a 501c3 not for profit organization

Directed all fundraising efforts for the football program, raising over $250,000 during tenure

Memorial Road Church of Christ Ministry Director

Coordinated a staff of over 100 weekly volunteers in all aspects of worship and service

Founded ongoing inner city mission and crisis counseling center

Memorial Road Summit Director

Director of all activities for bi-annual retreat with over 300 participants

Shine! Honduras, Inc

Founded to provide private, bi-lingual education to exceptional and deserving children of Honduras.

Responsible for fundraising, program activities and direct supervision of the on-site staff.

Robert P. Elliott, CPA *********@********.***

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