Robert Flora, Cima® Email & Phone Number

I am at my best when collaborating with high-performing financial advisors and their teams. Are you looking to grow your business while serving your clients? Do you need unique market insight? This is where I am most excited to help you succeed. I connect financial advisors and their teams to customized investment management and advisory solutions via in-person, virtual and phone meetings. I have over twenty years of experience in the financial services industry specializing in consultative sales, competitive positioning, and key account support for global, regional and boutique financial and investment firms. My investment industry experience includes client and advisor facing roles including external wholesaler, internal wholesaler, relationship manager, product specialist, practice management consulting and home office advisory sales. ~Captured over $2B in new assets annually over the past three years through proactively contacting advisors to communicate actionable sales ideas, strategies, and business building opportunities.~Achieved 108% to 165% of annual plan goals each of the past three years by developing and maintaining a high level of production through the execution of a detailed business plan strategy including training, motivating, and cultivating successful working relationships within the territory.When time allows you may find me mountain biking, learning how to play electric guitar, enjoying great music or reading a thought-provoking non-fiction book. Strengths: Wirehouse | RIAs | Regional/Independent B/Ds | Bank/Trust | Mutual Funds | Separately Managed Accounts (SMAs) | Active & Passive Exchange-Trade Funds (ETFs) | Model Portfolios | Alternative Investments | Managed Solutions | Turnkey Asset Management Platforms (TAMPs) | Asset Management Distribution

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  Loyola University Maryland

  Bachelor Of Business Administration - Bba