Management Manager
Resume:
ROBERT F. MCDOWELL, JR., JD, MBA, SER *, SER **
Brecksville, OH 44141
*******@***.***
EXPERIENCE:
Merrill Lynch/Bank of America
Vice President: Wealth Management Banker
2010 – Present
- Role:
- Serve as internal and external wholesaler and expert in wealth management banking products. Wealth management banking products include lending and cash management. In addition, utilize investment and estate and tax planning background, in combination with wealth management banking product line, to prospect new investment management assets and clients.
- Goals and Achievements:
- Annual Lending Goal: $8,000,000 in new funded lending
- Annual Deposit Goal: $20,000,000
- 2010: Exceeded annualized goals
- 2011: Ranked second of thirty-five Wealth Management Bankers in Mid-East Region.
The Private Trust Company, NA.
Vice President: Trust Relationship Manager and Business Development Officer
2005 – 2010
- Role:
- Served as Relationship Manager for book of high net worth client relationships. Functioned as the primary point of contact from legal, investment and tax planning perspective.
- Areas of expertise included estate and charitable planning, tax planning,
financial planning and business succession advice.
- Conducted regular meetings with clients either in or out of office. Large majority of clients were either based in Ohio or had ties to Ohio at some point.
- Had responsibility, along with two colleagues, for business development
of high net worth trust and investment management clientele.
- Served as Chairman of the Trust Administration Committee.
- Served as member of the Trust Investment Committee and new account Trust Acceptance Committee.
- Goals and Achievements:
- Maintained and grew book of clients throughout the five year span without losing a client relationship.
- New Business Development Goals: Team goal averaged $50,000,000 in new assets managed per annum.
- My New Business: Averaged in excess of $20,000,000 per annum over my last three years. Generated new business by increasing assets managed for existing clients, client referrals, partnering with accounting, law, insurance, investment and other professionals, and active community involvement, such as Bar Association and Estate Planning Committee.
National City
Vice-President
2003 - 2005
- Led/managed a team of professionals in the analysis of trust and investment accounts. Role centered on compliance and wealth management new product rollout.
- Exceeded goals set for each work year, resulting in a promotion.
Key Bank, NA
Trust Officer
2001 – 2003
- Managed trusts and other estate planning accounts in Trust Client Resource Center.
- Position required strong skills in client relationship building as well as business retention and development.
- Rewards for achievements included two promotions.
J. Norman Stark Co., L.P.A.
Associate Attorney
2000 – 2001
- Performed in role of associate attorney in estate planning, probate, contract and general business law.
Graduate Assistant at Fitzgerald Institute for
Entrepreneurial Studies, University of Akron
- Earned competitive position as a Graduate Assistant. Provided assistance for professors in their undergraduate and graduate level courses. This position included research and teaching responsibilities. Compensation was comprised of full payment of courses pursued in gaining J.D. and M.B.A. Degrees and stipend.
EDUCATION & QUALIFICATIONS:
- Passed the July 1999 Ohio Bar Exam, hold current license.
- Passed Series 7 Exam, hold current license.
- Passed Series 66 Exam, hold current license.
- Completed (May 1999):
J.D. / M.B.A. Joint Degree program:
Akron University School of Law, Akron, Ohio
Graduation / May 1999
Akron University School of Business, Akron, Ohio
Graduation / May 1999
B.S.B.A. Business Management
John Carroll University, University Heights, OH
Graduation / May 1996
- Teaching: Substitute role in Estate Planning courses at the University of Akron.
- Cannon Financial Institute Estate Planning Curriculum (2001 – 2003)
- Completed all three certification levels.
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