Robert Silberman, M.B.A. Email & Phone Number

Woodbury, Ny

In my practice, I work with each client individually to:  Understand their financial goals and needs Create a detailed plan tailored to their personality Help them implement this plan with small, achievable steps Monitor their success and make changes as necessaryWith my educational background, experience and love for working with new people, I uncover insights that may have never been discovered otherwise. I spend each day creating relationships with my clients,… Show more In my practice, I work with each client individually to:  Understand their financial goals and needs Create a detailed plan tailored to their personality Help them implement this plan with small, achievable steps Monitor their success and make changes as necessaryWith my educational background, experience and love for working with new people, I uncover insights that may have never been discovered otherwise. I spend each day creating relationships with my clients, rather than giving them a temporary solution to a problem. To me, my main focus is ensuring that my clients can trust me and then honoring that trust by providing the solutions that they were searching for. Show less

Bohemia, Ny

Sale of supplement insurance including accident hospital benefits, accident outpatient benefits, accidental benefits, accident recovery benefits, accidental death and dismemberment. Also sale of whole life insurance policies.

West Babylon, Ny

Prepared federal and state tax returns for clients.

Mineola, New York

Performed accounting functions and document control for GOSR/NY Rising project. Laid off by Governor's Office of Storm Recovery due to over budgeting by this agenecy on June 11, 2015.

New Hyde Park, Ny

Prepared Federal and New York State tax returns for clients.

New York, Ny

Bookkeeping entries on Quick Books for clients. Produce P&L, Balance Sheet and other detail reports for clients utilizing Quick Books reporting function.

Melville, Ny

Sales of Life and Health Insurance Policies, college funding plans and long term care plans.

Brookly, Ny

Handled 70 accounts for Fidelity Investments. Responsibilities included daily trade settlements, position and interest reconciliation, daily wire transfers for underlying Fund of Fund investments and produced a weekly position reconciliation for Fund of Funds on Excel.

Oceanside, Ny

Prepared Federal and New York State tax returns for clients on a seasonal basis.

Brooklyn, Ny

Reconciled daily client activity for one hundred seventeen client accounts. Researchedmortgaged back security factors on Bloomberg to reconcile periodic pay downs. Researchedcapital changes on domestic and foreign equity utilizing C.C.H. documentation. Producedmonthly client reports reflecting account activity and month end positions for fixedincome, equity and limited partnership accounts.

Brooklyn, Ny

I was downsized from my position as an Accountant for the Bank of New York Mellon on 12/7/09.

Brooklyn, Ny

Responsible for the daily processing of all future and option trades for twelve WesternAsset Management accounts. Prepare paperwork necessary for the execution of all outgoingwire transfers. Transferred to Master Trust Accounting Division in June, 2008 due to the relocation of Global Custody Department to Mellon side of company in Pittsburgh, Pa.

New York, Ny

Responsible for daily reconciliation of cash and positions for twenty five clientaccounts comprising $2.5 billion in assets. Produced monthly detailed reports for clientsreflecting month end positions and relative performance data by asset classification. I was downsized on 4/17/05.

New York, Ny

Reconciled cash and positions on a daily basis for twenty fixed income and balancedportfolio accounts. Communicated with portfolio management to coordinate client cashflows. Produced periodic detailed performance reports for trader meetings with clients.

New York, Ny

Reconciled daily client activity for approximately 75 accounts. Researched mortgaged back security factors on Bloomberg to reconcile periodic pay downs. Produced monthly client reports reflecting account activity and month end positions for fixed income and equity accounts.

New York Ny

Produced periodic accounting reports for fifty pension trust fund accounts. Reconciled and reviewed transactions daily inputting necessary corrections to ABNY accounting system.

New York, Ny

Receive and deliver of client securities, registered and bearer bonds. Sent bond to transfer agent to incorporate ownership changes as per client request. Sent matured bonds and coupons into paying agent for redemption on behalf on clients. Responsible for weekly box count for positional reconciliation.

M. B. A, Accounting, 3.44 Gpa

Received MBA in Accounting attaining a 3.44 GPA

Mba, Accounting

MBA in Accounting December, 1996

B.S, Business Administration

Regents Diploma, Various

Activities and Societies: Ran track and cross-country and was a member of the National Honor Society