Rob Hendrix
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Rob Hendrix Email & Phone Number

Financial Advisor - Wells Fargo Advisors at Wells Fargo Advisors
Location: Houston, Texas, United States 7 work roles 3 schools
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Current company
Role
Financial Advisor - Wells Fargo Advisors
Location
Houston, Texas, United States

Who is Rob Hendrix? Overview

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Rob Hendrix is listed as Financial Advisor - Wells Fargo Advisors at Wells Fargo Advisors, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Rob Hendrix.

Rob Hendrix previously worked as Financial Advisor at Wells Fargo Advisors and VP Private Wealth Advisor at Trustmark Bank. Rob Hendrix holds Master Of Business Administration (M.B.A.), Banking, Corporate, Finance, And Securities Law from Belhaven University.

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Wells Fargo Advisors

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Profile bio

About Rob Hendrix

As a Wells Fargo Advisor, I align each client's unique goals, values, and needs with the holistic planning and design of investment and insurance strategies. The centerpiece of my planning practice is an in-depth discovery process that leads to a true understanding of specific situations, as well as varying time horizons and risk tolerances. Based on this understanding, I am able to leverage Wells Fargo's robust set of resources, my contacts within the capital markets, and my extensive experience to preserve and grow the assets of high-net-worth clients. For example, in the current higher-interest rate environment, I am able to find relative value with debt instruments, as well as equity positions – which helps my clients to navigate periods of concern, like this one.On a personal note, I earned my Masters of Business Administration from Belhaven University, where I graduated top of my class and received the Dr. Richard H. LeTourneau MBA Academic Achievement Award for Outstanding Academic Record and Exceptional Leadership. For undergraduate, I completed my Bachelor’s degree in Political Science at The University of Mississippi (Ole Miss). Additionally, I have held a seat on several charity boards with varying roles to enrich and serve my local community.This information is intended for use by residents of TX only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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Rob Hendrix's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Financial Advisor - Wells Fargo Advisors
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7 roles · 30 years

Rob Hendrix work experience

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Financial Advisor

Current

St. Louis, Missouri, US

In my role as a Financial Advisor at Wells Fargo Advisors in Houston, TX, I provided clients with comprehensive financial advice, focusing on wealth building and retirement planning. I implemented a holistic approach to address their financial needs and secure their future. By collaborating with clients, I developed personalized financial strategies for.

Nov 2024 - Present

Vp Private Wealth Advisor

Jackson, MS, US

Responsible for Business Development and Client Relationship Managment for Trustmark Wealth. Investment strategies include ETF, Equities, Fixed Income and Alternative through ETF, UMA, SMA, and Single Security management.

Jan 2024 - Nov 2024

Executive Director - Financial Advisor

New York, NY, US

  • Prospect and developed new business relationships, and implement sales strategies to generate new revenue and capitalize on market share through in-depth knowledge of all Alternative Investments to Portfolio Managers.
  • Develop complex sales practices and perform market analysis that illustrate value add ideas and proposals to raise awareness of Oppenheimer’s platform with senior and mid-level management and Financial Advisors /.
  • Optimize CRM database to drive business growth and update forecasting, sales reporting, and account management commentary for senior management
  • Generated in excess of $1M of new account revenue within 18 months
  • Outpaced quota by approx. 225% by personally generating $3M in new account revenue
  • Increased trading volume by approx. +30% for Oppenheimer Capital Markets
Feb 2017 - Jan 2024

Director, Institutional Fixed Income Capital Markets

Milwaukee, WI, US

  • Developed new relationships with portfolio managers and analysts in assigned market segment and geographical territory through targeted prospecting activities to achieve revenue growth for Baird’s Fixed Income –.
  • Marketed and sold complex financial solutions to Financial Advisors, Portfolio Managers
  • Negotiated proposed deal structures, executed contracts, and managed post sale process
  • Combined leadership skills, and sales expertise to generate +$8M in risk free revenue
Mar 2004 - Feb 2017

Strategic Account Manager

Toronto, ON, CA

  • Managed a direct team of Account Executives positioned nationally and internationally
  • Developed key account relationships, presented enterprise-wide initiatives and exceeded pipeline generation targets to secure recurring revenue
  • Aligned with leadership on focused growth strategy, defined revenue targets and optimized marketing efforts to increase brand awareness
  • Responsible for all RFP, RFI, and RFQ responses, including TIBCO pub-sub middleware
  • Managed global coverage for American Express, Invesco, Bank One (JP Morgan), and U.S.Bancorp/Piper Jaffray
  • Secured recurring revenue of approximately $30M per year
1996 - 2003 ~7 yrs

Vice-President, Fixed Income Trading

Amherst Securities Group
Nov 1995 - Sep 1996

Senior Vice-President, Institutional Trading

Southwest Securities
May 1995 - Nov 1995
3 education records

Rob Hendrix education

Master Of Business Administration (M.B.A.), Banking, Corporate, Finance, And Securities Law

Belhaven University

Certificate Of Customer Experience, Customer Experience

University Of Houston, C.T. Bauer College Of Business

Ba, Political Science

University Of Mississippi
FAQ

Frequently asked questions about Rob Hendrix

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What company does Rob Hendrix work for?

Rob Hendrix works for Wells Fargo Advisors.

What is Rob Hendrix's role at Wells Fargo Advisors?

Rob Hendrix is listed as Financial Advisor - Wells Fargo Advisors at Wells Fargo Advisors.

Where is Rob Hendrix based?

Rob Hendrix is based in Houston, Texas, United States while working with Wells Fargo Advisors.

What companies has Rob Hendrix worked for?

Rob Hendrix has worked for Wells Fargo Advisors, Trustmark Bank, Oppenheimer & Co. Inc., Robert W. Baird & Co., and Thomson Reuters.

How can I contact Rob Hendrix?

You can use AeroLeads to view verified contact signals for Rob Hendrix at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Rob Hendrix attend?

Rob Hendrix holds Master Of Business Administration (M.B.A.), Banking, Corporate, Finance, And Securities Law from Belhaven University.

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