Robert Bado Email & Phone Number

Deerfield, Il

Responsible for entering large dollar amount, large share quantity equity orders that instantly and simultaneously affected hundreds of client accounts. Maintained, monitored and manually updated hundreds of cells of data on large spreadsheets which were used for tracking investment portfolio holdings and monitoring gains, losses and overall performance. Worked with clients to replace fixed income positions as they matured. Monitored client account balances for available cash, liquidity or cash balances that needed to be invested. Processed ACH and wire transfer requests in addition to various other client service transactions as they developed or as scheduled previously.

Highland Park, Il

Gathered, calculated and entered cost basis information into computer database Provided advanced administrative support. Produced investment analysis and review materials. Processed quarterly fee-based billing statements. Produced quarterly performance and appraisal reports.

Kenosha, Wi

Provided comprehensive, basic and advanced administrative support to Senior Investment Executive. Communicated daily with clients directly, face to face and via telephone to provide routine statement information as well as more complicated investment related questions. Executed trades as directed by clients or Sr. Investment Executive. Researched and resolved customer inquiries.