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