Robert Kahl Email & Phone Number

Sabino Investment Management, LLC was originally established in January 1999 and was dormant from August 2013 thru December 2014 when I was associated with Dynamic Wealth Advisors. Sabino Investment Management, LLC was re-established in January 2015. I provide investment management services for families, nonprofits, 401(k) and 403(b) plans.

Financial Advisor and portfolio manager for individuals, trusts, and retirement accounts.

Founder of firm. Investment portfolio manager of taxable and retirement accounts.Compound annual growth rates of composites before management fees, 1/1/1999 - 6/30/2013:Balanced/Strategic Opportunity +11.6%Moderate Risk + 9.6%

Projects included:• Seby & Associates, Ltd. - prepared tax returns for individuals, partnerships, corporations, trusts, and estates.• Wells Fargo - reconciled accounts in Automated Clearing House Division.• Agrometrics Inc. - developed integrated financial model and wrote executive summary of business plan for the purpose of raising equity capital.• Radakovich, Amado, Stephenson & Furrier - Prepared tax returns for partnerships, corporations, individuals, private foundations, trusts, and pension plans.

Charlotte, Nc, Us

• Hired as Senior Portfolio Associate. Promoted to Portfolio Manager/Vice President.• Managed approximately 280 accounts ($116 M).

Projects included:• Cedars-Sinai Medical Center - Management and cost accounting reports.• Heilman International Freight Forwarders - Reconciliation of agent settlements.• Xerox Computer Services - Monthly closing of European subsidiaries, sales tax reporting, special projects.• Telecredit, Inc. - Account analysis, audit schedules, cost accounting.• Cushman & Wakefield Property Management - Cutoff analysis for acquisition.• Presbyterian Intercommunity Hospital - Assisted consultant in establishing cost accounting system.

Equity recommendations outperformed S&P 500 by a substantial margin. Evaluated software system for portfolio management and administration.

Projects included:• Aerospace Corporation - litigation support for sales tax dispute.• Health & Tennis Corporation of America - monthly close for subsidiaries.• Westwood Savings & Loan - real estate joint venture accounting.• Wilshire Investments Corporation - real estate partnership accounting.

Norwalk, Connecticut, Us

Prepared monthly operations review. Prepared forecasts, and reports on labor productivity, direct labor spending, and work order variance.

Provided business owners an opinion of value and obtained listings of businesses for sale.

Supply, Refining and Marketing Division ($3.4 billion in 1981 sales). Preparation of written and oral reports for division management. Prepared 1983 Preliminary Budget including presentations to division management. Prepared quarterly pro-forma financial statements based on operating plan, monthly inventory variance reports, and quarterly budget variance reports. Maintenance, including supervision of an assistant, of Operations Planning System Database.

El Segundo, California, Us

Provided support for the Director of Accounting Services in the development and maintenance of financial policies and reporting procedures. Redesigned the annual reporting package and accompanying instructions to provide supporting schedules for financial statements and footnotes.

Berkeley, Ca, Us

Teaching assistant for managerial/cost accountingclasses.

Phoenix, Az, Us

Hired as Level I Auditor and promoted to Level II Auditor. Performed financial audits of state, county and other local government units, with one year of supervisory experience. Drafted financial statements, audit opinions, and letters of recommendation to clients. Supervised and evaluated staff accountants.

Mba, Finance And Marketing

Bs, Accounting

Education record