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@axa-advisors.com
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1 phone found area 516
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Robert Silberman, M.B.A. is listed as Financial Professional at AXA Advisors, LLC, a company with 3740 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at axa-advisors.com, phone signal with area code 516, and a matched LinkedIn profile for Robert Silberman, M.B.A..
Robert Silberman, M.B.A. previously worked as Sales Agent at Combined Insurance Company and Tax Preparer at L.I. Tax And Financial Planning. Robert Silberman, M.B.A. holds M. B. A, Accounting, 3.44 Gpa from St. John'S University.
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AeroLeads found 1 current-domain work email signal for Robert Silberman, M.B.A.. Compare company email patterns before reaching out.
Today, as a licensed Financial Professional with AXA Advisors, LLC my experience in insurance, investments as well as accounting, gives me a unique understanding of the special needs of accountants, tax preparers, CPAs and professionals in general.My goal, as a financial consultant, is to help professionals protect their families, their investments and their businesses through risk management. The foundation of a sound financial plan starts by having the proper Life, Health, Disability Income and Long Term Care Insurance policies in your portfolio. Developing a sound retirement plan is as much important to secure a comfortable future.The oath of “integrity” while I was an accountant applies to the manner in which I advise clients regarding their risk management needs. Guidance you can trust starts with a conversation.Please contact me to review your current policies or to answer any questions that you might have.Mobile # 516-205-5314robert.silberman@axa-advisors.com
Listed skills include Equities, Portfolio Management, Account Reconciliation, Accounting, and 9 others.
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A career timeline built from the work history available for this profile.
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.
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.
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.
Other employees you can reach at axa.us.com. View company contacts for 3740 employees →
Vassiliki Monokandilou
Colleague at Axa Advisors, Llc
Greece, Greece
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Yujiang Yuan
Colleague at Axa Advisors, Llc
New York, New York, United States, United States
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John Donnehy
Colleague at Axa Advisors, Llc
Haven, Kansas, United States, United States
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Seng Yew
Colleague at Axa Advisors, Llc
Brooklyn, New York, United States, United States
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MI
Matt Isca
Colleague at Axa Advisors, Llc
Queens County, New York, United States, United States
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Susy Castro
Colleague at Axa Advisors, Llc
Fort Lauderdale, Florida, United States, United States
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Axa Myriam
Colleague at Axa Advisors, Llc
Greater Barcelona Metropolitan Area, Spain
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Justin Ellis
Colleague at Axa Advisors, Llc
New York City Metropolitan Area, United States
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Sheryl Cook
Colleague at Axa Advisors, Llc
Wernersville, Pennsylvania, United States, United States
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Gabi De Peza
Colleague at Axa Advisors, Llc
Trinidad And Tobago, Trinidad And Tobago
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Activities and Societies: Ran track and cross-country and was a member of the National Honor Society
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Robert Silberman, M.B.A. works for AXA Advisors, LLC.
Robert Silberman, M.B.A. is listed as Financial Professional at AXA Advisors, LLC.
AeroLeads has found 1 work email signal at @axa-advisors.com for Robert Silberman, M.B.A. at AXA Advisors, LLC.
AeroLeads has found 1 phone signal(s) with area code 516 for Robert Silberman, M.B.A. at AXA Advisors, LLC.
Robert Silberman, M.B.A. is based in New York City Metropolitan Area, United States, United States while working with AXA Advisors, LLC.
Robert Silberman, M.B.A. has worked for Axa Advisors, Llc, Combined Insurance Company, L.I. Tax And Financial Planning, Stv, and Jackson Hewitt Tax Service Inc..
Robert Silberman, M.B.A.'s colleagues at AXA Advisors, LLC include Vassiliki Monokandilou, Yujiang Yuan, John Donnehy, Seng Yew, and Matt Isca.
You can use AeroLeads to view verified contact signals for Robert Silberman, M.B.A. at AXA Advisors, LLC, including work email, phone, and LinkedIn data when available.
Robert Silberman, M.B.A. holds M. B. A, Accounting, 3.44 Gpa from St. John'S University.
Robert Silberman, M.B.A. is listed with skills including Equities, Portfolio Management, Account Reconciliation, Accounting, Fixed Income, Bloomberg, Mutual Funds, and Financial Services.
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