Robert Norvell, Cfa Email & Phone Number

New York, New York, United States

New York, New York, United States

Cleveland, Ohio, United States

London, United Kingdom

Greater New York City Area

Greater New York City Area

Greater Philadelphia Area

The Wall Street Warfighters Foundation sponsors a selective non-profit program, facilitated by corporate partners, that assists high potential military veterans transition into careers in finance and financial services.The program offers participants an opportunity to gain experience and training in finance, general securities law, federal and state regulation of securities, Microsoft Excel, and modeling. There are also opportunities to attend continuing legal education courses, professional development workshops, and executive education programs sponsored by Wharton School of Business.

Fort Wayne, Indiana Area

*Assisted with the management of over $130 million of client investment assets using equity, fixed income, and derivative securities as well as mutual funds and advisory services*Analyzed business and market trends to best advise clients regarding market fluctuations*Determined customers’ investment needs by conducting in depth interviews and executing individualized models to highlight needs*Conducted financial services presentations to groups of current and potential clients

Fort Campbell, Ky

Deployed to Iraq twice in support of Operation Enduring Freedom and Operation Iraqi Freedom (2/2003-1/2004, 9/2005-7/2006). Leadership*Promoted to Staff Sergeant ahead of peers*Supervised 23 personnel covering seven security functions at the Entry Control Point for the protection of over 11,000 people on Forward Operating Base Speicher*Served as Convoy Commander for over 300 convoys through Mosul, Iraq with a 100% success rate*Managed and trained 13 personnel in all Army administrative and supply office functionsStaff Sergeant – Administration / Supply SupervisorSergeant – Administration / Supply Sergeant*Managed constantly changing property book for all Unit equipment worth over $1.2 million*Planned, conducted, and supervised inventory audits*Designed, submitted, and adhered to a variable annual budgetSpecialist, Private First Class, Private - Trumpet Player*Performed TAPS at over 400 funerals and memorial services to honor fallen soldiers*Selected to perform as soloist for internationally televised events

Master Of Science In Finance (Msf), Finance, 3.83/4.0

Activities and Societies: Beta Gamma Sigma, Gold and Black Sound (Purdue Women's Basketball Band) This program combines the core MBA.

Bachelor Of Science, Economics, 3.66/4.0

Activities and Societies: Purdue All American Marching Band, Boiler Brass (Purdue Men's Basketball Band), Gold and Black Sound (Purdue.

Associate Of Science, Liberal Arts, 3.69/4.0