Garret Robinson Email & Phone Number
Who is Garret Robinson? Overview
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Garret Robinson is listed as MBA and M.S. Business Analytics Candidate at The University of Arizona at University of Arizona, Eller College of Management, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Garret Robinson.
Garret Robinson previously worked as Graduate Assistant, MIS 561 - Data Visualization at University Of Arizona, Eller College Of Management and Portfolio Engineering Operations Specialist at Fisher Investments. Garret Robinson holds Masters, Business Analytics from University Of Arizona, Eller College Of Management.
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About Garret Robinson
Hi, I'm Garret! I'm a dual degree MBA and Master of Science in Business Analytics candidate with expertise in data-driven decision-making, process automation, and business optimization. I am skilled in analyzing and managing complex datasets, with a passion for healthcare and financial services. I am experienced in leveraging Excel, Tableau and FactSet to improve efficiency, streamline operations, and mentor teams. I am a proud Type 1 Diabetic and am driven to make an impact in diabetes management through data integrity and innovation. I want to empower people to improve their health!Career Highlights: - 3 years experience in Wealth Management, specifically in Client Services and Portfolio Engineering- Successfully mentored 31 newly hired Client Service Associates through an 8-week training program- Awarded the “Client Focus” award from Fisher Investments in 2023 for my exceptional work servicing our $5 million+ AUM clients and collaboration with top salespeople in the companyTechnical Skills: - Modeling and Visualization: Excel, Tableau, FactSet, and CRD- Database: SQL (currently learning) - Language: Python (currently learning)
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Garret Robinson work experience
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Mba And M.S. Business Analytics Candidate At The University Of Arizona
Graduate Assistant, Mis 561 - Data Visualization
- Support the instruction of a graduate-level Data Visualization course for MSBA students focused on Tableau, aiding in grading, assignment reviews, and quiz preparation.- Collaborate on the backend development of course materials and assessments, adapting content for learning.
Portfolio Engineering Operations Specialist
- Maintained reporting to support the Investment Policy Committee (IPC) in monitoring the firms 60+ core investment strategies and 250+ models representing more than $200 billion in AUM- Analyzed complex datasets using Excel, FactSet and CRD, identifying overweight securities in institutional accounts and provided timely data-driven recommendations to rebalance portfolios.- Automated data workflows and optimized reporting tools, which reduced processing time by 175 hours annually and increased operational efficiency.
Client Account Coordinator, Mentor, Dedicated Team/High Aum
- Led high-impact client onboarding projects, which contributed to $160 million in new asset acquisition through data-driven insights. - Mentored 31 new associates and leveraged Excel to provide statistical measurement of early career performance and gave feedback to streamline operations. - Received the “Client Focus Award” in 2023 for exceptional mentorship and consistent performance on $5 million+ AUM clients. The “Client Focus Award” is given out to 2 members of the Client Service Group each fiscal year.
Business Content Tutor
- Empower students by providing an environment where they can master the skills needed to become successful lifelong learners- Create diverse learning environments that promote academic and personal exploration, collaboration, and critical thinking- Collaborate with fellow tutors to master concepts in Accounting, Economics, Statistics, and Management Information Systems
Director Of Recruitment, Retention Coordinator, And Founding Father
- Increased membership by 40% during year on executive board as Director of Recruitment- Supervised and planned week-long schedule of formal recruitment events for 650 potential new members on a budget of $1,500- Participated in official chartering ceremony as a founding father on April 7th, 2018 - Awarded the Edward H. McCune "Most Distinguished Chapter" award from our national conference in Phoenix, Arizona on June 30, 2018
Preceptor
- Facilitated learning by holding office hours 2 times a week in order to assist students - Distributed and proctored tests to a class of over 200 students- Maintained knowledge of the material by attending class once a week
Camp Counselor
- Oversaw and led 20 children in camp activities improving morale and fostering relationshipsbetween campers- Collaborated with fellow counselors and camp directors to plan and execute offsite excursions with campers- Nominated for Counselor of the Week award by fellow employees on a staff of 70 counselors
Head Soccer Coach
- Introduced children ages 18 months to 9 years to soccer in a positive environment - Created developmentally appropriate games and activities to further soccer skills- Managed 30 children across 4 different skill level classes - Facilitated the importance of social skills, teamwork, and following instructions
Garret Robinson education
Masters, Business Analytics
Masters, Business Administration And Management, General
Bachelor Of Business Administration - Bba, Finance, General, 4.0
Frequently asked questions about Garret Robinson
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What company does Garret Robinson work for?
Garret Robinson works for University of Arizona, Eller College of Management.
What is Garret Robinson's role at University of Arizona, Eller College of Management?
Garret Robinson is listed as MBA and M.S. Business Analytics Candidate at The University of Arizona at University of Arizona, Eller College of Management.
Where is Garret Robinson based?
Garret Robinson is based in San Diego, California, United States while working with University of Arizona, Eller College of Management.
What companies has Garret Robinson worked for?
Garret Robinson has worked for University Of Arizona, Eller College Of Management, Fisher Investments, Think Tank - University Of Arizona, Sigma Tau Gamma Fraternity, and Statistical Inference In Management, Eller.
How can I contact Garret Robinson?
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What schools did Garret Robinson attend?
Garret Robinson holds Masters, Business Analytics from University Of Arizona, Eller College Of Management.
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