Sales Manager

ROBERT TJAN

Los Angeles, CA ***** 650-***-**** *********@*****.***

PROFESSIONAL SUMMARY

Robert Tjan joined Morgan Stanley in 2016 and is currently a Financial Advisor in downtown Los Angeles. He deepened his knowledge for the nuances of equity compensation while working on stock option plans, prior to transitioning roles in 2018. Robert oversees the corporate relationships of one of the largest 10b5-1 teams at the firm. Prior to transferring to Los Angeles, Robert used to train and mentor new Associates within the San Francisco/Hawaii complex. Robert holds a B.S. in Business Administration with an emphasis in Marketing from San Francisco State University. Robert currently resides in Century City, CA with his wife and newborn son. He enjoys traveling, playing winter sports, and partaking in the rich food scene of LA.

WORK HISTORY

Financial Advisor, Morgan Stanley Wealth Management - 2016 to Current, Los Angeles, CA

• Manage 13 corporate relationships with over 150 executive trading plans per year (10b5-1 plans).

• Lead the teams operations department to provide white glove service for all clients and prospects.

• Over $500M team AUM with $50M individual AUM. Team of 9. Case Manager, Genentech - 2016, South San Francisco, CA

• Liaison between patients, providers, Doctors, pharmacies and insurance carrier to assure services are provided in the least restrictive and costly manner.

• Responsible for providing customer focused reimbursement support to patients, pharmacists, physicians and internal sales force in a high volume contact center environment (both inbound and outbound phone calls). Listing Coordinator, Altatac - 2015, Los Angeles, CA

• Upload and manage thousands of product postings on Amazon, eBay, Sears, Walmart, Newegg, Rakuten, Trademe and E-Commerce website.

• Optimized product sales by ensuring all goods are effectively displayed on all marketplaces with high quality images and accurate product detail with html codes and Photoshop edit.

• Updated inventory based on sales forecasts and calculated product pricing based on cost, shipping and competitor pricing, aiming to make a 10-15% profit on every item. Intern, The Supper Club Inc - 2015, Los Angeles, CA

• Sponsorship outreach for events – vendor solicitation and advertisement for events.

• Planned and executed 20 social and business events during my internship period. EDUCATION

Bachelor of Science: Business Administration, 2014 San Francisco State University - San Francisco, CA ACCOMPLISHMENTS

• Founding Father of Alpha Sigma Phi, Zeta Lambda chapter

• Eagle Scout

• Series 7 and 66 license

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