Jim Roberts

Jim Roberts Email and Phone Number

President at Jim Roberts Investment Advisors LLC @ Centennial Securities Company Inc.
Jim Roberts's Location
St Joseph, Michigan, United States, United States
Jim Roberts's Contact Details

Jim Roberts personal email

n/a
About Jim Roberts

29 years of expertise in leadership, strategy development, change management, operations, P/L management, client relations, regulatory compliance, and business development.• Successful in strategy development• Managed engineering, administrative, financial, and scientific teams, on a local, regional and global level • Developed, and delivered on plan, annual combined operating and capital budgets of up to $450 million• Successful in top-line revenue growth expansion through successfully managing client relations and business development • Problem solver; able to analyze root causes of problems, plan re-engineering solutions, and implement corrective actions• Project manager responsible for client projects from conceptualization through project completion• Experienced in regulatory development and compliance• Successful in working in both private and governmental sectors

Jim Roberts's Current Company Details
Centennial Securities Company Inc.

Centennial Securities Company Inc.

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President at Jim Roberts Investment Advisors LLC
Jim Roberts Work Experience Details
  • Jim Roberts Investment Advisors Llc
    President
    Jim Roberts Investment Advisors Llc Jun 2019 - Present
  • Centennial Securities Company Inc.
    Financial Advisor
    Centennial Securities Company Inc. Jan 2005 - Present
    Grand Rapids, Michigan, Us
  • Jim Roberts Enterprises Llc
    President
    Jim Roberts Enterprises Llc Oct 2004 - Present
    Provide investing and consulting services for individuals and corporations. Consulting services include operations of strategic operations, business development, portfolio optimization, and financial management. • Secured over $27 million in new assets for investment portfolio. • Led a team for CB Richard Ellis and a confidential client for the sale of a 60-acre parcel of property in the Midwest. This sale raised over $7.1 million in funds for the client.• Led a team for CB Richard Ellis and a confidential client on the optimization of their real estate portfolio. As part of the optimization, a western U.S. campus will be re-developed, resulting in a total savings of approximately $50 million.• Secured the Bloomberg Latin American facilities management portfolio business for CB Richard Ellis.• Provided strategy and financial consulting to a regional developer.• Provided project management expertise to Trinity Health for a hospital decommissioning project.
  • Jim Roberts - Centennial Securities Advisory Services Llc
    President
    Jim Roberts - Centennial Securities Advisory Services Llc Nov 2013 - Jun 2019
    President of a joint venture between Jim Roberts Enterprises LLC and Centennial Securities Company. We are a registered investment advisory company that provides services to corporations and individual investment clients. We are a minority owned business enterprise certified by the Michigan Minority Supplier Development Council.
  • Cbre
    Managing Director
    Cbre Oct 1997 - Oct 2004
    Dallas, Tx, Us
    Responsible for Profit/Loss, business development, financial management, and operations of strategic global accounts such as Whirlpool, Baxter and Avaya. Responsible for transactions, lease administration, project management, facilities management, finance/accounting, and administrative services. This included operating and capital budgets of up to $450 million and the management of over 200 direct CBRE employees and several thousand contractor employees in 52 countries.• Expanded the revenue base of accounts by expanding existing services and cross selling other CBRE services. For one account this resulted in growing EBITA by 40% in less than 2 years.• Corrected issues on an account with such significant problems the contract was in jeopardy. Solved the problems within 6 months, and secured a 4-year contract extension which expanded the revenue base by cross selling 3 new service lines.• Re-engineered the delivery of services. For one account this helped achieve a $2.6 million cost reduction goal from an $8 million variable cost budget. This was done with a 42% headcount reduction while maintaining service levels and quality. • Deployed and managed an e-procurement platform. Grew the use of the platform from $200,000 to $6,000,000 in less than 3 years.• Supported Global Corporate Services business development and operational activities.• Managed and directed a team of over 200 employees, and several thousand contract employees, located in 52 countries.• Led business development efforts that secured new business opportunities in Asia, EMEA and Latin America.
  • Earth Tech
    Senior Program Director
    Earth Tech Oct 1991 - Oct 1997
    Managed and grew a multi-discipline team of scientists and engineers for an engineering and environmental firm. Grew profitability for this team from 10% below profit plan to 6% over plan within one year.Developed several new clients, including five top revenue producers.
  • State Of Michigan Department Of Natural Resources
    Senior Environmental Engineer
    State Of Michigan Department Of Natural Resources Oct 1984 - Oct 1991
    Responsible for permitting hazardous waste facilities. Responsible for writing statute and administrative rules for the State of Michigan's hazardous waste program.
  • Commonwealth Of Massachusetts
    Sanitary Engineer
    Commonwealth Of Massachusetts Jan 1984 - Oct 1984
    Boston, Ma, Us
    Department of Environmental Quality Engineering - Division of Water Supply - Construction Grants
  • State Of California Department Of Transportation
    Jr. Civil Engineer
    State Of California Department Of Transportation May 1983 - Dec 1983
    Soils and Foundation Division

Jim Roberts Skills

Leadership Business Development Strategy Management Strategic Planning Change Management Team Building Financial Analysis Program Management Crm Contract Negotiation Budgets Outsourcing Process Improvement Business Planning Project Management Entrepreneurship Consulting New Business Development Cross Functional Team Leadership Training Business Strategy Negotiation Team Leadership Microsoft Office Management Consulting Start Ups Organizational Development Analysis Due Diligence Leadership Development Market Research Marketing Strategy Operations Management Sales Management Supply Chain Management Contract Management Business Process Improvement Project Planning Executive Management Procurement Forecasting Six Sigma Investments Business Analysis P&l Management Risk Management Mergers Vendor Management Competitive Analysis

Jim Roberts Education Details

  • Stakeholder Impact Foundation
    Stakeholder Impact Foundation
    Board Governance
  • Michigan State University - Eli Broad College Of Business
    Michigan State University - Eli Broad College Of Business
    Intergrative Management
  • University Of Michigan College Of Engineering
    University Of Michigan College Of Engineering
    Civil Engineering
  • Muskegon Catholic High School
    Muskegon Catholic High School
    High School
  • The Tuck School Of Business At Dartmouth
    The Tuck School Of Business At Dartmouth
    Tuck Diversity Business Program
  • Bunker Junior High
    Bunker Junior High

Frequently Asked Questions about Jim Roberts

What company does Jim Roberts work for?

Jim Roberts works for Centennial Securities Company Inc.

What is Jim Roberts's role at the current company?

Jim Roberts's current role is President at Jim Roberts Investment Advisors LLC.

What is Jim Roberts's email address?

Jim Roberts's email address is ji****@****ses.com

What is Jim Roberts's direct phone number?

Jim Roberts's direct phone number is +126993*****

What schools did Jim Roberts attend?

Jim Roberts attended Stakeholder Impact Foundation, Michigan State University - Eli Broad College Of Business, University Of Michigan College Of Engineering, Muskegon Catholic High School, The Tuck School Of Business At Dartmouth, Bunker Junior High.

What are some of Jim Roberts's interests?

Jim Roberts has interest in Entrepreneur, Community Service, Investing.

What skills is Jim Roberts known for?

Jim Roberts has skills like Leadership, Business Development, Strategy, Management, Strategic Planning, Change Management, Team Building, Financial Analysis, Program Management, Crm, Contract Negotiation, Budgets.

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