Robert Garan Email & Phone Number

100 Wall St.

Private Wealth Management and Private Equity Sales. Structuring portfolios for high net worth individuals and utilizing tactical asset management strategies to hedge risk. Active Branch Principal and Registered Options Principal at firm responsible for supervision and regulatory risk management. Head Recruiter.

Forest Hills Ny 11375

Imperial K.O.R. Is a distributor of Jewelry Manufacturing consumables. The company has been successfully serving the New York City Jewelry industry since 1980. Was fully taken over by Robert Garan in May 2018 and has been in continuous operation since. Previous associations: dicountcasting.com

30 Broad St. New York

Financial Advisor, Private Wealth Management, Portfolio Construction, Active Asset Management.

1430 Broadway, New York, Ny 10018

Completed the Foresters Financial Advisor Summer Junior Advisor Program. Learned the different roles of Financial Advisors and how to make proper Life Insurance, Retirement, and Investment planning recommendations for clients. Was trained in trustworthy selling, public speaking, and presentation building for prospecting potential clients then retaining those clients for future business. Created individual portfolios for mock client situations to maximize gains over different investment needs. Learned proper fund allocation to ensure efficient portfolio growth across all financial sectors like Mutual, and Hedged opportunity funds.

Bohemia, New York

Interned in the Finance department at Amplitech Inc. I was trained to read and analyze financial statements of other companies to determine their merger or acquisition potential. I also lead a special project team to create a presentation with the intent to attract investors and provoke stock movement. Learned the inventory accounting principles of a unique manufacturing facility specializing in microscopic low-noise amplifier production.

Westchester, New York

Completed a full time apprenticeship with Wiring Technologies, an electrical contracting firm. Learned the payroll processes of a service company, and the managerial role in organizing numerous employees. Allocated funds in the finance department for different materials to complete different jobs, and made sure the delivery of these materials were on time and correct.

Bronx, New York

Shadowed a vascular surgeon through various surgeries such as bypasses and dialysis, operations as well as through clinical rounds and surgical follow-ups. Was responsible for the inventory of the stock room, and was trained in the ordering process to acquire surgical equipment.

New Rochelle, New York

Examined and analyzed the stockroom to keep all supplies up to date and well stocked. Was trained in hospital role call and in the scheduling of the various different hospital departments.

Finance

Activities and Societies: Manhattan College Republican Club (President), Economics and Finance Society, Investment ClubFinance student.

Education record