Robert Erickson Email & Phone Number

Phoenix Metropolitan Area, Arizona, United States

Millbrook Support Services, a Service-Disabled, Veteran-Owned Small Business (SDVOSB), provides staffing & workforce solutions in the healthcare, and Human Capital sectors. Millbrook serves government agencies and commercial organizations across the United States supplying Physicians, Nurses, Advanced Practice Professionals and Allied Healthcare providers - when, where and for as long as needed.Millbrook Support Services, Inc., established in 2003, can provide a wide spectrum of human capital services to commercial clients and the below government agencies:• Department of Veterans Affairs• Department of Defense (Army, Navy, Air Force)• Depart of Health & Human Services (Indian Health Services, Centers for Disease Control)• Federal Bureau of PrisonsMillbrook strives to be the leading provider of healthcare services to government and commercial clients nationwide. We create a customized experience for each employee we place, understanding how outstanding people create solutions for our clients.

Gilbert, Az

Phoenix, Arizona Area

• Constructed a new business plan for owner• Prepared P&L Report• Prepared detailed Production Cost Report• Set up and customized Salesforce for the company• Set up Sales Division structure• Solicited businesses to become Channel Partners to create leads• Solicited businesses to become Channel Partners to sell jobs• Set up Solarwest displays in Channel Partners' Retail Showrooms• Solicited businesses to become Wholesale Customers to purchase final product

Las Vegas, Nevada Area

• Trained and Mentored new hires.• Conducted analysis of customers’ current and projected electrical usage.• Prepared initial system designs via Ed-Lite.• Prepared and presented solar proposals to potential customers. Helped them comprehend and analyzethe different options, ROI benefits, tax advantages, and potential increased home value equity.• Log all customer and potential customer communications in Salesforce CRM.• Answered all contract questions and helped customers feel comfortable with the PPA and Lease• agreements.• Maintained great relationships with customers assisting them from sale all the way through install.• Talked to customers about our referral program and asked for introductions.

Greater New York City Area

• Financial Advisor to individuals, families and business owners.• Financial consulting, asset management and strategic planning.• Studied market trends and researching investments.• Identified strategies that help my clients achieve their goals.• Utilized the full resources of Oppenheimer to build wealth management and fixed income portfolios.• Built client base by contacting high net worth individuals in order to qualify as accredited investors.• Met with potential new clients in order to help them define their financial goals and help them developshort and long term financial plans based on their current income, expenses, insurance coverage, taxstatus, financial objectives and risk tolerance.• Analyzed financial information obtained from individuals in order to compose an investment portfoliothat• would best suit their needs and goals.• Presenting customized wealth management programs, fixed income portfolios, and other specialtyproducts to fulfill the individual's objectives.• Cultivating and maintaining relationships with clients.• Reviewing clients' accounts to determine whether economic changes or market conditions indicate aneed for proposed changes.• Inquiring about any current or future changes in my clients' financial status or personal life that would• warrant a need for plan reassessment.• Keeping clients informed of any and all market changes that could affect investments.• Handling all questions about market conditions.• Hired individuals, sponsored them to get licensed, and trained them to become successful FinancialAdvisors.