Robert Fitzpatrick Email & Phone Number

• Project manage global mobility programs for medium to large multinational Fortune 100 clients supporting their global work force strategy• Strategic partner in developing and implementing client specific plans and global strategies to achieve customer service, revenue, volume and profit goals• Billing, audit, and financial responsibilities of 175+ yearly billing deliverables and over $20M in client billed expenses. • Designated subject matter expert for global Account Management team for billing and financial inquiries• Participates in Agile and Waterfall software development projects

• Tasked to analyze, audit, and produce client ready financial reporting catered specifically to client need. • In charge of putting together quarterly, midyear, and annual reviews used by senior executives.• Assists management team in ad hoc and routine analysis to achieve targeted results and reach service level agreements.• Works directly with client contacts to ensure billing accuracy.

Danbury, Ct

• Worked on our Global Emerging Markets portfolio comprised of small to medium clients, handling the relocations of company executives and high level employees.• Revised and audited real estate contracts to meet strict relocation and IRS guidelines. • Partnered with policy consultants, account managers, and listing agents to offer top block service. • Thrived in a fast paced team environment that required juggling many tasks at once.• Was appointed to work with Real Estate Managers and Business Developers to build and enhance departmental reports crucial to our daily activities.

Waterbury, Ct

• Responsible for starting, facilitating, and maintaining my own book of business from the ground up.• Created, accumulated, and protected the wealth of individuals, families, and businesses, through advanced financial planning. • Worked hand in hand with agency specialists and experienced producers putting together casework and custom financial plans.

• Completed an intense training program that covered credit analysis, mortgage underwriting, legal and income review, appraisal analysis, and title review. • Advised potential and existing bank customers on various loan programs currently being offered.• Responsible for overseeing the entire home equity/mortgage loan process for customers. Worked directly with potential customers along with the underwriting department to insure timely processing of the loan, coordinated the collection of all relevant documentation, and worked together with title companies and attorneys to finalize the paperwork.

Management, Economics

Education record