Rob Feldman Email & Phone Number

Yonkers, Ny, Us

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Tampa/St. Petersburg, Florida Area

• Manage over 200 active client projects across the globe• Forecast 30 potential client engagement budgets monthly to ensure firm profitability• Reconcile project income statements to align with approved budget and internal policy• Assist with pricing analysis, contract review and financial advisory for Senior Partners• Work congruently with the Mergers and Acquisitions department to provide a smooth integration with the firm• Monitor and analyze billing and collection aging

Tampa/St. Petersburg, Florida Area

• Answers complex financial inquiries including but not limited to: fund and market performance, taxation (for example cost basis, IRS forms, etc.), and retirement products (all IRA products) from shareholders, back office personnel, financial advisors and other interested parties either from an incoming call or an outgoing returned call.• Cross markets appropriate products and services and performs value add activities within the calls.• Prepares, inputs and verifies telephone related transactions via multiple systems.• Perform complex research for customer inquiries.• Provide the best possible service experience for our customers.• Keeps abreast of current market conditions, fund and company policies, investment and tax law changes, compliance requirements, and all other procedural information in a constantly changing environment.• Adheres to all legal requirements (compliance rules) while servicing customers.• Provides on the on the job training to less experienced associates and, leverage knowledge of TA P&P, and business insight to assist team members in servicing FTI customers.

Tampa/St. Petersburg, Florida Area

• Regularly met and exceeded revenue quotas using marketing and sales techniques • Accurately recorded all cash and credit card transactions in OuiVend database• Analyzed data to assist upper management with strategic decisions for event preparation • Assisted with inventory management using Quest in New York Yankees Legends Room• Facilitated superb customer experience and more structured environment

Tampa/St. Petersburg, Florida Area

• Supervised 25 employees during official training events• Brainstormed, implemented, strengthened and enforced policies and procedures• Input data in IMleages.com and Campus Recreation spreadsheets on Excel• Assessed employees growth and proposed valuable constructive feedback regularly• Mitigated liabilities by certifying that all paperwork is precise and complete

Goldens Bridge, Ny

• Collaborated and communicated effectively with upper and lower level staff• Generated weekly schedules that met both camp and parents' priorities• Supervised camp-wide events to ensure safety and diminish possible complications

Citi Field, Queens, Ny

• Analyzed attendance records and entry patterns with KORE CRM to ensure that promotions were distributed appropriately• Performed maintenance on Excel for game-used memorabilia database• Evaluated game-day trends to maximize efficiency and determine which venues should be open during all Citi Fieldevents- Provided and maintained VIP hospitality and service to further enhance the customer experience

Bachelor’S Degree, Finance

Activities and Societies: Investment Club, UnicefGraduated in May of 2016 from the Sykes College of Business located in The University.

Education record

Activities and Societies: President of Student Government, President of Peer Mediation, Varsity Bowling (4 years), Varsity Baseball (2.