Management Analyst Sales Director
Resume:
ROBERT EWING IV, MBA, CIMA, CFP
Monroe, LA 71201
*************@*****.***
CAREER PROFILE
Experienced Finance Executive with a proven track record in successfully developing and implementing customized financial strategies to accommodate clients’ needs. Highly adept in managing multiple portfolios with diligent attention and continual analysis of economic trends to determine appropriate asset allocation. Extensive professional experience as a VP, Advisor, and Instructor. Possesses exemplary communication skills and excels in demanding, fast-paced environments.
AREAS OF STRENGTH AND EXPERTISE
• Financial Analysis
• Risk Assessment
• Portfolio Management
• Profit Optimization
• Investment Management
• Wealth Management
• Economics
• Financial Planning
• Problem Resolution
PROFESSIONAL EXPERIENCE
Longwood University, Farmville, VA 2010 to Present Academic Coaching Assistant
Key Accomplishments:
• Further honed instructional skills in teaching courses in corporate finance, principles of finance, various aspects of accounting, microeconomics, macroeconomics, business statistics, and GAAP vs. non-GAAP. Independent, Baton Rouge, LA 2008 to 2009
Financial Consultant
Consulted individuals, corporations, non-profit, and public entities in methods for financial analysis and investment management.
Key Accomplishments:
• Utilized various financial certifications to effectively reviewed client financial statements and variance analyses, successfully identifying, quantifying, and delivering opportunities to align with and achieve targeted financial goals. Merrill Lynch, Monroe, LA 1995 to 2007
Vice President – Wealth Management Adviser
Developed and maintained a solid client base through strategic investment management analysis and planning, in addition to designing and implementing standardized investment policies. Key Accomplishments:
• Ultimately averaged a 35% growth rate within first five years to make youngest VP in district.
• Professionally consulted functions for various public funds and foundations including Louisiana State Pension System, Mississippi Public Employment Retirement System, Hancock Foundation, University of Southern Mississippi, and Louisiana State University Foundation.
• Personally managed $100M in assets across 1,000+ clients with varying financial objectives.
• Instructed financial advisors in earning their CFP designations.
• Successfully completed largest competitive foundation acquisition in the history of Jackson, MS Complex.
• Proactively and skillfully accomplished 10-year certificate requirements within just 8 years.
• Reached $700K in production and Chairman’s Club in 2000. Possesses an additional 11+ years of professional experience in Finance EDUCATION & CERTIFICATIONS
Master of Business Administration, University of Louisiana, Monroe, LA Bachelor of Business Administration, University of Louisiana, Monroe, LA Certified CIMA, ChFC, & CFP
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