Robert Gilbert

Robert Gilbert Email and Phone Number

Trading Operations Analyst at SoFi @ SoFi
san francisco, california, united states
Robert Gilbert's Location
Greater Philadelphia, United States
Robert Gilbert's Contact Details

Robert Gilbert personal email

n/a

Robert Gilbert phone numbers

About Robert Gilbert

Robert Gilbert is a Trading Operations Analyst at SoFi at SoFi. He possess expertise in payroll, customer service, time management, hospitality, front office and 15 more skills.

Robert Gilbert's Current Company Details
SoFi

Sofi

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Trading Operations Analyst at SoFi
san francisco, california, united states
Website:
sofi.com
Employees:
1641
Robert Gilbert Work Experience Details
  • Sofi
    Trading Operations Analyst
    Sofi Dec 2021 - Present
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  • Sofi
    Investment Specialist
    Sofi Mar 2021 - Dec 2021
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  • Wsfs Bank
    Registered Sales Assistant
    Wsfs Bank Jun 2019 - Mar 2021
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  • Capital One
    Investor Solutions Associate
    Capital One Feb 2016 - Mar 2019
    Wilmington, De
    • Engaged initial holistic portfolio discussions with clients and prospects, and identify all opportunities to build new client relationships • Leveraged sales techniques and provide exceptional service to strengthen client relationships, deliver in-depth product knowledge, industry knowledge and drive value• Maintained comprehensive knowledge of regulatory changes and operate within FINRA, SEC and other regulatory guidelines. (KYC)• Assisted in Rollovers/ Account Transfers from external Brokerage companies and Qualified Retirement Plans (401k, 403b, Pensions. etc)
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Robert Gilbert Skills

Payroll Customer Service Time Management Hospitality Front Office Revenue Analysis Customer Satisfaction Event Planning Sales Event Management Food And Beverage Facebook Marketing Social Networking Social Media Social Media Marketing Microsoft Office Powerpoint Leadership Outlook

Robert Gilbert Education Details

Frequently Asked Questions about Robert Gilbert

What company does Robert Gilbert work for?

Robert Gilbert works for Sofi

What is Robert Gilbert's role at the current company?

Robert Gilbert's current role is Trading Operations Analyst at SoFi.

What is Robert Gilbert's email address?

Robert Gilbert's email address is rg****@****ank.com

What is Robert Gilbert's direct phone number?

Robert Gilbert's direct phone number is (610) 395*****

What schools did Robert Gilbert attend?

Robert Gilbert attended Siena College.

What skills is Robert Gilbert known for?

Robert Gilbert has skills like Payroll, Customer Service, Time Management, Hospitality, Front Office, Revenue Analysis, Customer Satisfaction, Event Planning, Sales, Event Management, Food And Beverage, Facebook.

Who are Robert Gilbert's colleagues?

Robert Gilbert's colleagues are Julia Elsner, Ashley Sanders, Chloe Wang, Brian Hand, Brandi Morales-Espinal, Saidi Sofia, Dane Robberson.

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