Robert Wheeler Email & Phone Number

Hartford, Ct, Us

• Support the process, creation and completion of all earnings documents including press releases, slide presentations, scripts and Q&A materials• Provide analytical support related to buy-side shareholder trends, board of directors materials, key competitors and the shareholder targeting process• Consensus management through sell-side research and modeling analysis for the 20 analysts with coverage• Assist and communicate with members of the senior leadership team through ad-hoc requests and earnings prep meetings• Meet with investors and analysts during conferences to discuss company performance and answer related questions

Hartford, Ct, Us

External GAAP Reporting:- Collaborate with line of business and corporate teams in the preparation of The Hartford’s 10-Q, 8K, and Investor Financial Supplement SEC filings- Support the Investor Relations team with their development of Earnings Releases as well as other investor presentations - Maintain electronic support in accordance with EGR standards for assigned disclosures and reports- Identify operational process inefficiencies and implemented necessary improvements

Hartford, Ct, Us

HIMCO Financial Planning & Analysis Rotation:• Prepare, plan and analyze various quarterly investment earnings presentations for IR & SLT• Cover competitor analyst calls and perform sector analysis• Perform bi-weekly market analysis and the underlying impacts of rates and spreads to our portfolio• Analyze changes to outlook for client including preparation of PTA and sector attribution Internal Audit Rotation:• Examine key financial, operational and information technology processes and risks• Test controls in place to mitigate risks and conclude effectively on test results• Identify and evaluate risks and control design and enhancements• Produce automated work papers clearly documenting work performed• Worked alongside Deloitte & Touche for 9 months through an audit-share agreement gaining public accounting experience

Poughkeepsie, Ny, Us

• Responsible for hiring, training, and overseeing 25+ student employees• Administer quarterly employee evaluations• Ensure successful operations of business through cost control and scheduling • Communicate with multiple departments and clubs to finance, organize, and set-up numerous events on campus• Collaborate with senior management to discuss goals, priorities, and long-term project plans

Hartford, Ct, Us

ECLDP Financial Analyst Internship specializing in External GAAP Reporting: -Collaborated with line of business and corporate teams in the preparation of The Hartford’s 10-Q, 8K, and Investor Financial Supplement SEC filings-Supported the Investor Relations team with development of Earnings Release as well as other investor presentations-Prepared quarterly management presentations including the Controller’s report to the audit committee-Maintained electronic support in accordance with EGR standards for assigned disclosures and reports-Identified operational process inefficiencies and implemented necessary improvements

• Independently provide educational support to special education students• Work as a team to help students reach developmental goals • Assist students with integration into community and workplaces• Adapt to a variety of teaching styles to effectively implement instructions outline by leading faculty and school administrators

• Interview and compile information from thousands of citizens at the local, state, and national level over the phone regarding their opinion about current events • Leverage political science, computing, telecommunication, and psychology skills while conducting interviews• Use strong interpersonal and communication skills along with the ability to work effectively through a wide range of constituencies in a diverse environment• In-depth ability to analyze statistical data and generate reports