A. CHARLES ROBINSON, MBA

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

St. Louis, MO 63121

314-***-****

acxc58@r.postjobfree.com

SUMMARY

Financial analyst with hands-on experience in varied aspects of investment management and financial services, including experience acquired while serving at several leading financial services institutions.

Possess demonstrated ability to collect, analyze, and interpret data to reach logical conclusions and prepare recommendations. Proficient at trend, component, comparative and ratio analysis.

Demonstrated ability to simultaneously manage numerous projects, assuming leadership role and accepting responsibility for attention to detail and timely completion.

PROFESSIONAL EXPERIENCE

WELLS FARGO ADVISORS, St. Louis, MO 2010 to 2013

Investment Performance/Performance Measurement Analyst

Collected and reported information pertaining to the performance of investment accounts. Examined processes/strategies in place, and whether outcomes were in line with what is intended or should have been achieved.

Conducted analysis of investment performance data across investment classes (equities, bonds, listed derivatives, mutual funds) and measures of risk, insuring precision of data.

Identified outlying inaccuracies in performance data supplied.

Audited quarterly client performance reports for accuracy and completeness.

Validated performance data through use of varied performance calculation methodologies and statistics. Interpreted data for Financial Advisors (FAs), aiding client/FA communication.

Provided support to FAs on all issues relating to the performance of investment vehicles.

WACHOVIA SECURITIES/A.G. EDWARDS, St. Louis, MO 1995 to 2009

Portfolio Review Analyst

Reviewed portfolios. Made buy, sell and hold investment recommendations considering asset allocation, risk exposure and specific client concerns. Conducted financial research on companies that were not closely followed by neither Wachovia Securities analysts, nor correspondent research providers.

Reviewed client portfolios, thereby, helping financial advisors increase customer base and assets under management.

Provided follow-up assistance and clarification to brokers upon request. Aided Financial Advisor ability to assist clients based on client risk tolerance and investment objectives.

Maintained daily reports tracking Dow 30 ending prices, dividends and yields widely used by FAs and clients.

A.CHARLES ROBINSON, MBA

acxc58@r.postjobfree.com

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Retail Liaison

Responded to financial advisor questions and requests regarding financial markets, industries and specific publicly traded companies via telephone, e-mail and live via company-wide call box. Provided overall support to financial advisors.

Associate Securities Analyst

Researched/analyzed various industries and companies. Conducted securities valuations. Made buy, sell and hold investment recommendations. Prepared research and valuation reports.

BOATMENS TRUST COMPANY, St. Louis, MO

Closely Held Analyst (analysis of non-publicly traded companies and/or companies with only a limited number of shareholders)

EDWARD JONES & COMPANY, St. Louis, MO

Securities/Research Analyst

EDUCATION

Master of Business Administration, Finance

Clark Atlanta University, Atlanta, GA

Bachelor of Business Administration, Management

Howard University, Washington, DC

MEMBERSHIPS

Alpha Phi Alpha Fraternity, Inc., Member

Alpha Economic Development Company Investment Club, Past President

National Association of Securities Professionals - St. Louis, Co-Founder/ Past President

Howard University Alumni Club of St. Louis, Past President

Howard University Alumni Association, National Alumni Volunteer of the Year Awardee

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