Robert Bilbao Email & Phone Number

San Francisco Bay Area

Sacramento, California, United States

** This was a consulting-style project with a defined timeframe. The intent was to leverage my entrepreneurial mindset, ability to create checks/balances for new businesses, and act as a thought partner to elevate a new business. Lastly, it provided an opportunity to learn a new industry with long-term potential **- Partnered with colleague to open a Level 4i Adult Residential Facility through the state of CA, which served as a home and care center for persons with severe developmental disabilities- Created internal systems aimed to provide better accountability in navigating state and regional center quarterly audits- Lead home to profitability by generating $40k in monthly revenue through regional center and SSI payments for client care

San Francisco, California, United States

- Managing analysts and projects related to servicing ultra-high-net-worth client portfolios, acting as liaison between internal business groups and external tax/legal partners, and being a main point of contact for client outreach- Responsible for management of 7 client teams, with an aggregate AUM of~$4 Billion

San Francisco

- Collaborating with team to create customized, globally-diversified investment portfolios for high-net-worth individuals, families, and institutions- Creating executive reports, facilitating investment transactions, and providing high-touch client service with a bottom line of delivering strong risk-adjusted returns

Athens, Georgia Area

- Leveraged Bloomberg Terminal to deliver market reports for investment director highlighting daily S&P gainers and decliners, fund relevant news, fund NAV, and tracking of relevant hedge fund performances - Note-taking during fund manager meetings, hedge fund update calls, and investment committee meetings - Monitored university investment portfolio with a net asset value of $1 billion

Greater Atlanta Area

- Analyzed $29 billion bill of materials database to discover and mitigate risks by red-flagging at-risk inputs - Discovered potential cost out opportunity of $1.8 million and cost in risk of $10.3 million - Improved quality of coverage in database by $650 million which increased reliability of data for negotiations

San Francisco, Ca

- Collaborated with team of top notch industry experts that earned a 3 Michelin Star rating in 2014, and retained it in 2015- Maintained relationships with both guests and staff, ensuring that guests were provided an unparalleled dining experience

San Francisco Bay Area

- Helped in the opening and operating of a small, retail business in downtown San Mateo, CA- Provided creative direction and input in the future of the brand which included hard & soft goods- Analyzed inventory and determining the buying and selling needs of each product.

Bachelor’S Degree, Finance

Activities and Societies: Vp of Pledge Education & Pledge Class President - Delta Sigma Pi Professional Business Fraternity

Business Administration

Activities and Societies: VP of Fundraising - Alpha Beta Gamma International Business Honors Society