Operator Service

ROBERT E. GEARING II

*******@*********.*** 904-***-**** St. Augustine, FL

PROFESSIONAL SUMMARY

Highly self-motivated account management professional with 35 years’ experience in the financial services industry assisting high net worth clients in achieving their investment goals. KEY SKILLS

Critical thinker Effective communicator

Problem solver

Effective communicator

Self-Starter

Familiar with all financial products Meets & exceeds goals

Relationship builder Adaptable

ACCOMPLISHMENTS

Moved 300+ accounts from transaction brokerage to fee based management.

Developed a reporting system for 4 mutual funds valued at $80 million.

Trained & supervised Trading Center staff to interface effectively with 2000+ independent Representatives nationwide.

Developed superior ongoing client relationships with more than 300 investors. EXPERIENCE

Winning Points Advisors LLC

Marketing/Client Special Consultant

1987 - 2009 Boca Raton, FL

Administered retirement planning & distributions for 300+ investors

Monitored firm’s account holdings & positions on a daily basis

Managed communication with clients on the TD Ameritrade Institutional Platform

Coordinated payment of insurance premiums for firm’s clients Mutual Service Corp.

Fixed Income Group Supervisor

1987 - 2009 West Palm Beach, FL

Educated individual insurance professionals to become full-service financial representatives

Trained all internal Trading Center Staff on Fixed Income procedures & regulations

Assisted with cashiering function of representatives’ account payments

Helped grow department from 2 to 6 full time staff members Community Involvement

Knights of Columbus Council 12664

Switzerland, FL

Ave Maria Assembly 4th

Degree

Knights of Columbus Council 6988

Palm Beach Gardens, FL

Fr. Andrew Doherty Assembly 4th

Degree

Palm Beach Cursillo

Men’s Cursillo #54

Retreat Team Member #55 - 62

Amateur Radio Relay League (ARRL)

N3HO Extra Class licensed operator

Volunteer Examiner

Rutgers Alumni Association

Alumni Admissions Representative

Appalachian Trail Association

National Society Sons of the American Revolution

Kappa Sigma Fraternity

EDUCATION

Rutgers College, New Brunswick, NJ

B.A. 1979

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