Robert J Gildersleeve Email & Phone Number

New York, United States

Greater New York City Area

• Driving revenue and conversion for the sales division.• Hiring, educating, stimulating, and guiding each advisor to meet or exceed goals. • Leading weekly sales meetings to discuss strategy, competitive differentiation, selling skills, etc.• Meeting with sales management team weekly to present accurate reports.• Financial analysis to identify trends and prospective problem areas and taking immediate action based on findings.• Maintaining a working knowledge of competitors, developing innovations to maintain market lead, sharing best practices across organization.• Preparing business forecasts, budgets, and other reports in addition to monitoring the timely flow of paperwork necessary to the service center.

Brooklyn, New York

New York, New York

Financial Advisor

New York, Ny

Develop new investment business through leads generated from internal & external partnering.Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds.Work closely with the Merrill Lynch Private Client Group, Private Banking and Investments & US Trust.Develop & Deepen the clients total relationship, providing them with a suite of brokerage, banking & credit solutions.Formulate asset allocation strategies and develop investment strategy for clients needs.Conduct comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance.Comply with all applicable banking and investment laws, regulations, company polices, and procedures, in order to serve the clients best interests and enhance overall client satisfaction.Engage in daily outbound calling to Bank of America and or Merrill Edge clients inviting them into the Banking Center for financial reviews.

New York, Ny

Generated and maintained a 10 million dollar book of businessProvided strategic investment models to reduce beta, standard deviation, and unsystematic risk while adding alphaResponsible for sourcing prospective clients, identifying client needs, solving client issues and concernsIdentified and developed portfolio solutions including custom investment management for Fortune 500 executives, business owners, and high net worth individualsFormulated asset allocation strategies and developed investment strategy for clients needsMaintained numerous daily responsibilities including, monitoring investment growth, referral activities, client follow up, prospect building, administrative compliance and personal growth and developmentConducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance Built relationships with small and midsize corporations to manage corporate services and lendingPortfolio Adviosr, PIA ProgramI am a Merrill Lynch Certified Special Needs Advisor (CSNA)

Conducted loan interviews with potential clients to qualify them for a loanProspected new clientele and opened new accounts Processed and disbursed Personal, Auto, Commercial, Medallion, and Radio LoansAnalyzed credit reportsCalculated loan risk using Lending Solutions HYLS Underwriting GuidePrepared loan reports and typed loan contracts

Prospected for leads by building referral relationships with realtors, banks, builders, etc.Developed solid product knowledge; offer clients the best mortgage products that fit their needs.Created and maintained excellent relationships with our clients.Worked with clients and internal support staff to ensure the timely completion of each loanBuilding and fostering strong internal working relationships with Underwriting and Processing

Originally hired as an InternContinually expanded the existing client base through prospecting and referrals.Actively traded stocks, bonds, options and mutual funds on both the New York Stock Exchange and NASDAQ.•Rigorous Equity and Fixed Income Research •Raising New Capital •Building Relationships with Existing Clientele •Prospecting New Clientele •Participated in several Primary and Secondary Securities Underwritings • Managing Client Capital

•Ensured operations were running smoothly and cost-effectively for $18 Million business•Analyzed profit and loss statements, balance score cards and gross margin reports for errors and/or inconsistencies•Called on to generate ideas on an ongoing basis for how to maintain profitable quarterly earnings while keeping overhead to a minimum

•Required to have in-depth knowledge of entire store inventory•Expected to increase total store sales while providing elite level of customer service•Other inventory duties as assigned

Bs, Business Management

Activities and Societies: Eastern Economic Association- Group Leader of Federal Reserve Challenge 2009Successfully met all academic.

Associates, Business Management

Successfully met all academic requirements as a full time student while maintaining full time employment.