Customer Service Office Manager

ROBIN F. BOLDUC

CHICAGO, IL • 704-***-**** • **********@*****.***

EQUITY AND WEALTH ANALYST

DIVERSITY, EQUITY & INCLUSION • PERFORMANCE MEASUREMENT • PROJECT MANAGEMENT

Demonstrating excellence in Financial Statement Analysis, Equity,

Insurance, Foreign Exchange and Options Project

Valuation, as well as Wealth Analysis

Self-Motivated and Solutions-Inclined Equity and Wealth Analyst with verifiable success in managing all aspects of investment process, including identifying new investment opportunities, valuation, transaction restructuring, and providing recommendations. Demonstrated excellence in designing and maintaining databases, spreadsheets, and other data management systems to support organizational performance, quality management, process improvement, risk management, and outcomes data management. Verifiable track record for advancing diversity and a leader with a knack to foster positive and inclusive work environments through a keen understanding of the nuances and sensitives involved in spearheading corporate-wide culture transformation.

Signature Strengths:

•Diversity, Equity & Inclusion • Financial Analysis & Reporting • Wealth Growth & Management

•Performance Improvement • Finance & Accounting • Cash Flow Optimization • Budgeting & Forecasting

•Portfolio & Wealth Management • Revenue & Profit Enhancement • Risk Assessment & Mitigation

•Global Process Optimization • Relationship Management • Corporate Culture Change Initiatives • Strategy Development

WORK HISTORY

Safe Retirement Planners Cornelius, NC 2013 – 2017 Financial Advisor / Office Manager

Overview: Assigned to lead all daily financial operations of the budget and supervision of the revenue cycle staff members, including functional responsibility. Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget. Partnered with both the organization and external professionals to meet clients’ financial goals and objectives.

Career Benchmarks

•Aligned the organization for growth by identifying clients and prospective clients in need of investment guidance and recommending solutions appropriate for each individual.

•Enhanced quality outcomes by preparing, examining, or analyzing accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.

•Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.

Freelance 2009 – 2013 Independent Trader

Overview: Promoted and profitably managed key accounts through direct communication with clients, advising on stock opportunities and market trends. Assisted in developing strategies and solutions to aid clients’ personal needs. Independently identified positive expectancy trades by exploiting interest rate curve dislocations relative to central bank actions and economic data. Analyzed institutional research on a daily basis to generate trade ideas and convictions. Identified market leaders by utilizing and analyzing data from technical tools and software.

Career Benchmarks

•Laid groundwork for increasing revenue annually for multiple accounts by providing best execution in trading for clients and solid account relationships.

•Researched and developed new trading strategies to evolve with changing market conditions, using both technical and fundamental analysis.

TIAA-CREF 2006 – 2009 Wealth Management Advisor

Overview: Delivered investment management, planning, investment banking, and insurance services for clients, interpreting financial information to develop strategies that successfully met wealth objectives. Created clear financial goals analysis reports to initiate a unique and comprehensive blueprint for prospective clients. Fostered business relationships and provided a significant increase in customer service, resulting in solidification of client base and significant revenue expansion.

Career Benchmarks

•Fueled business development opportunities by providing financial modeling, financial analysis, risk-tolerance assessments, and retirement illustrations to high net-worth clients for strategies through retirement.

•Reviewed and analyzed research for clients to provide thorough advice and guidance regarding investment decisions.

Mass Mutual Life Insurance Company Charlotte, NC 2004 – 2006 Financial Advisor

Overview: Defined solutions to meet clients’ needs and address critical issues and business challenges. Recommended innovative and pragmatic advice to partners and practitioners regarding risk management strategies, including assisting teams to identify or mitigate risks throughout the engagement lifecycle, advising on contracting, project delivery, and client relationships. Independently performed complex research projects and wrote professional-level reports summarizing facts, findings, and conclusions and managed project teams. Conducted insurance analyses during individual consultations to ensure proper levels of protection for clients.

NY Life Insurance Company Charlotte, NC 2003 – 2004 Life and Health Insurance Agent

Overview: Selected to handle routine and complex policy holders’ inquiries on signature authorization, benefits, claims, and general assistance. Maintained contact with existing clients regularly to determine whether their financial needs had changed. Enrolled clients into health plans by probing to find the excellent benefits to meeting their needs and simplifying multifaceted plans for a better consumer experience. Built and maintained a client base, keeping clients informed about products and services, including life and health insurance, mutual funds, retirement plans, and annuities. Advised clients on different aspects of plans in order to ensure customer satisfaction.

Previously excelled as:

Nibor Capital Management Huntersville, NC

Principal and Chief Trader

2003 – 2004

First Union National Bank – now Wells Fargo

Senior Vice President

Manager Foreign Exchange/Options Trading and Sales

Member of FOREX

1985 – 1992

Dellsher Investment Company Chicago, IL

Senior Vice President – Institutional Sales

Member of Chicago Mercantile Exchange

EDUCATION & CERTIFICATION

University of Chicago

MBA, International and Domestic Corporate Finance 1982

Northwestern University

BA, Economics Major 1969 – 1973

PROFESSIONAL AFFILIATIONS

Morgan Futures Chicago, IL

Manager and Vice President

Member of Chicago Board of Trade

Member of Chicago Mercantile Exchange

Member of CBT Financial Futures Steering Committee

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