Robert Schwaner Email & Phone Number

Tacoma, WA, US

Import goods from overseas and provide wholesale pricing to domestic businesses

Baltimore, Maryland, United States

Bethesda, MD

• Analyze portfolio fixed income holdings and how they would react to ongoing changes in interest rates and the overall effect on their portfolio
• Gather financial information to build customized asset distribution plan to meet ongoing expenses
• Present in group settings about the fundamentals of traditional finance theory

Timonium, MD

• Client development and ongoing relationship management
• Portfolio management – Make investment recommendations to clients to manage risk and exploit growth opportunities

Baltimore

-Incorporate a system of checks and balances monitoring inflow from investors and outflow for business expenses and investments-Adjust raw financial data of inflows and outflows of investments from angel investors in addition to classifying capitalized expenses vs immediate operational expenses-Internal company valuation -Assisted in the construction of.

Baltimore, Maryland Area

• Research and evaluate undervalued companies for inclusion in client portfolios
• Re-balance portfolio due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting according to sector corridor deviation constraints, and investment recommendation implementation
• Buying and trading equity and fixed income orders to meet portfolio needs
• Monitor account inflows and outflows to maintain portfolio allocation.
• Develop IPS for individual clients and design investment portfolios combining behavioral finance with traditional investment philosophy to aid in the execution of investment plans that accomplish their goals while.
• Present to prospective clients in seminar setting

• Responsible for creating a daily lesson plan for pre-school and elementary school age skiers
• Determined and developed the various skill levels of my students
• Completed detailed progress reports of each student
• Provided a safe and fun learning environment

• Spearheaded a pilot program to analyze clients’ insurance needs
• Work with database design team to develop reporting to more easily identify clients with particular needs. The program was adopted by several Allstate agencies nationwide.
• Analyzed client data list extrapolating clients with a propensity to buy
• Made calls and set up client to agent meetings to reassess their policy

Found multiple locations for a targeted market and ran promotional events for our product. Initiated contact with potential cliental and demonstrated our product. Kept records of daily finances.

I supervised the campers and assumed senior counselor responsibilities as needed.; Magazine drive and Prader Willie Syndrome fundraiser. I was the top magazine salesman three years in a row and I was also the top fundraiser for three consecutive years.

Boot Camp, Data Science

Bachelor Of Science In Business Administration (Bsba), Financial Analytics

Activities and Societies: TKE Fraternity