Robert Bates Email & Phone Number

Seasoned manager and strategic thinker with experience in finance, office management, database management, retail and restaurant management.• Client Management and Service - Management of staff responsible for client satisfaction.• Compliance Management - management of relevant regulations, training and ongoing oversight.• Project Management - merger integration work and all company initiatives within office.• Data reporting and analyzing in finance including householding, loan, trust, deposit and financials with proficiency in COGNOS, FOCUS, Microsoft Excel and Access.• Trust Operations Management - responsible for back office functions of high net worth clients including money movement, asset transfer, account opening\closing, mutual fund dividends, records and retention, mailroom and facility administration.• Restaurant Management - complete responsibility for $1.5M operation. Training manager as well as experienced in new unit openings and addressing troubled units.• Retail Management - department manager responsible for sales, profit\ loss and customer service.Specialties: • Strategic Planning• Project Management • Change Management • Data reporting and analyze• Compliance Management • Trust Operations • Customer Service • Systems Training • Wealth Management

Listed skills include Wealth Management, Financial Services, Crm, Strategic Planning, and 15 others.

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  University Of Wisconsin-Madison