Bringing people together has always come naturally. I love finding out what makes someone who they are. This passion has consistently introduced me to new ideas, people, and community projects. My goal is to build up our community one family or person at a time by being an educational leader for those who are looking for information. This requires listening and understanding what is important including goals, financial fears, and what makes you smile and motivates you. To accomplish this I use a tried and true established process to help families, professionals, business owners, and friends with financial strategies and long-term planning.Let's take this opportunity to grow as one team and gain back some time and energy in the process.If I am not in the office, I love to travel with my wife, kids, and family, and continue my commitment to youth sports whether that be playing, coaching, or just being a Dad./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
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Founder And CeoAvriotechCedar Park, Tx, Us
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Financial AdvisorEdward Jones Oct 2023 - Present -
AssociateEdward Jones Jun 2023 - Oct 2023 -
Founder And CeoAvriotech Sep 2019 - PresentOrange County, California, United StatesTech enabled mortgage and real estate services with strategic consultancy.
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Vice President Of Professional ServicesOrangegrid - Empowering People In Process Oct 2017 - Jul 2019Orange County, California AreaAs a VP of Professional Services and Product Development, I administer a team of experienced professional, including business analysts, account managers, and project managers to attain client boarding and servicing process. Utilizing key expertise, I supervise and manage services and product development functions by devising robust strategies and simplifying procedures. Additionally, I monitor and simplify processes to adequately manage operations and implement hiring principles. I adeptly coordinate with CEO to create and maintain documentation for company outlook.Key Achievements:• Rendered expert services as a member of the executive team involved in creating and evolving sales model for onboarding new clients.• Took appropriate initiatives to expand business into mobile as well as brought on 10 clients in just two years, including a fortune 500 company.• Collaborated with CEO and CIO on regular basis to discuss company objectives and forward thinking exercises.• Successfully took the company from a speculative product to Go Live in one year. -
Sr. Business Analyst At Orangegrid, Llc.Orangegrid - Empowering People In Process Aug 2015 - Oct 2017Orange County, California AreaAs a Senior Business Analyst, I supported sales team with development of proof of concepts to show the software to clients. I collected business requirement documents and formulated project plans to ensure seamless work. During this tenure, I analyzed business processes to address operational and technological risks as well as capitalize opportunities to improve efficiency. Leveraging key industry knowledge, I implemented best practices to manage timeline and budget for each project. I utilized available tools to build and improve system for the client and collaborated with development to improve tools in order to build more efficient software.Key Achievements:• Steered efforts to facilitate multiple clients in improving business timeline by over 100%.• Supported a client in increasing production with less staff• Helped two clients with additions of business lines with 25% of the expected staff. -
Portfolio ManagerMariners Companies Apr 2014 - Aug 2015Newport Beach, CaDuring this tenure, I monitored all aspects of portfolio, including REO's, short-sales, bankruptcy, foreclosure, cash-for keys option, deed-in-lieu of foreclosure option, refinances, evictions, and Lockouts. I evaluated and compared valuations and closely examined threats to strategies for every property. I charged with responsibilities to liquidate and manage difficult NY/NJ portfolio. As a Portfolio Manager, I developed and utilized budget for each property and whole trade as well as collected vital information to keep quarterly investor up-to-date with market.
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Manager Of Asset ManagementSkyhill Financial, Inc. Apr 2013 - Apr 2014As a Portfolio Manager/Title Manager, I headed a full REO portfolio along with a team of 10 asset managers in liaison with other members, ensuring effective management of portfolio. I expertly planned and implemented reporting systems and auditing procedure, increasing efficiency. During this period, I recruited to enhance title department mainly in the speed and consistency areas. I developed a business process that enabled company to remain the only outsourcer for a major bank because of built in efficiencies and added value. -
Assistant ManagerSkyhill Financial, Inc. Oct 2011 - Apr 2014 -
Acquisition Team ManagerKondaur Capital Corporation Sep 2008 - Jan 2012As an Acquisition Team Manager, I supervised a team of 30+ people for a 2 ½ year period and delivered active support to ensure smooth running of functions. I contributed in employing policies and procedures for the due diligence/acquisition phase from the ground up. During this period, I planned and executed research and development initiatives to make drastic changes to stay in tuned with volatile market. Utilizing my key expertise, I developed a department and made it an integral part of the business plan and niche in the market.Key Achievements:• Significantly increased number of employees in the department from 6 to over 40.• Selected by senior management to establish and grow the Acquisition department.• Delivered training and coaching to over 250 asset managers and 100 acquisition employees on acquiring and valuing assets over a 2-year period.• Rendered expertise as a Project Manager for many projects including internal technology and brought improvements in building the company and increasing efficiency. -
Premium SeatingGolden State Warriors Jun 2007 - Sep 2008
Robert Daggett Education Details
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Sport Managment
Frequently Asked Questions about Robert Daggett
What company does Robert Daggett work for?
Robert Daggett works for Avriotech
What is Robert Daggett's role at the current company?
Robert Daggett's current role is Founder and CEO.
What schools did Robert Daggett attend?
Robert Daggett attended Ohio University.
Who are Robert Daggett's colleagues?
Robert Daggett's colleagues are Scott Posner Cfp® , Aams™, Crpc™, Paula Butler, Jim Depue, Aams, Kevin Brady, Manju Nanda, Jennifer Ozbun, Amy Robinson.
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