Robert Cairns Email and Phone Number
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AREAS OF EXPERIENCE• 10b5-1 Plans/Employee Stock Options• Risk Management• Restricted Stock • Project Collaboration • Relationship Building• Ultra-High Net Worth Client Service• Team EfficienciesThis information is intended for use by residents of AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NM, NY, OR, PA, SC, SD, TN, TX, VA, VT, and WI only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
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Assistant Vice President - Investments, Senior Registered Client AssociateWells Fargo Advisors Apr 2018 - PresentGreater Chicago Area
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Senior Registered Client AssociateWells Fargo Advisors Dec 2015 - Apr 2018Greater Chicago Area
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Licensed Investment Service Specialist IiFifth Third Securities Dec 2014 - Nov 2015Greater Chicago Area• Coordinate with Banking Center/Private Bank partners to identify cross sell and referral opportunities• Conduct client reviews for suitability, risk tolerance, financial needs for Bank & Brokerage clients.• Act as liaison for all third-party managed assets (performance reporting, taxation, exclusions) • Review portfolio of variable/fixed annuities, CDs, Structured CDs for appointment opportunities• Provide guidance on IRA choices, qualifications, limitations, beneficiaries and… Show more • Coordinate with Banking Center/Private Bank partners to identify cross sell and referral opportunities• Conduct client reviews for suitability, risk tolerance, financial needs for Bank & Brokerage clients.• Act as liaison for all third-party managed assets (performance reporting, taxation, exclusions) • Review portfolio of variable/fixed annuities, CDs, Structured CDs for appointment opportunities• Provide guidance on IRA choices, qualifications, limitations, beneficiaries and IRS changes• Sole point of contact for all client service maintenance, beneficiary claims, trade execution • Responsible for all seminar marketing, compliance approval, vendor contacts• Coordinate with compliance to ensure necessary files/records exceed audit standards • Maintain review process for maturing securities, cash flow needs, RMDs• Educate and coach business partners on current market conditions, products, compliance and operational duties Show less -
Senior Registered Client Service AssociateUbs Jul 2011 - Oct 2013Chicago, IlMember of $6 million+ team servicing Corporate Stock Option Plans and Ultra-High Net Worth Clients• Collaborated directly with all key executives of Abbott Laboratories and AbbVie (subsequent NYSE spin-off) to establish 10b5-1 plans• Transitioned all 10b5-1 plans through the spin-off of AbbVie by Abbott Laboratories• Coordinated with legal teams of Abbott Laboratories and AbbVie to create 10b5-1 plans, obtain legal approval for executives’ transactions, and provide SEC filing… Show more Member of $6 million+ team servicing Corporate Stock Option Plans and Ultra-High Net Worth Clients• Collaborated directly with all key executives of Abbott Laboratories and AbbVie (subsequent NYSE spin-off) to establish 10b5-1 plans• Transitioned all 10b5-1 plans through the spin-off of AbbVie by Abbott Laboratories• Coordinated with legal teams of Abbott Laboratories and AbbVie to create 10b5-1 plans, obtain legal approval for executives’ transactions, and provide SEC filing information• Acted as liaison for executives and financial advisors in-house as well as multiple contra firms• Educated general optionees on exercise strategies and taxation issues• Generated leads to financial advisors which led to opening retirement/beneficiary accounts• Deepened relationships through exploratory conversations which lead to many clients opening trust accounts, beneficiary IRAs, retirement account rollovers• Navigated many clients through divorce cases and death cases• Created and implemented a trade monitoring tool for 10b5-1 plans, eliminating trading errors Show less -
Senior Registered Client Service AssociateUbs Jan 2005 - Jul 2011Lead member on $3.2 million+ team servicing Ultra-High Net Worth Clients2006 UBS Service Appreciation Award for Outstanding Client Service Recipient• Named to Market Area Advisory Council to Management where I served as a communicationconduit between management and employees, responsible for partnering with colleagues andmanagement to improve client acquisition/retention as well as colleague development• Strengthened relationships with family offices and decision… Show more Lead member on $3.2 million+ team servicing Ultra-High Net Worth Clients2006 UBS Service Appreciation Award for Outstanding Client Service Recipient• Named to Market Area Advisory Council to Management where I served as a communicationconduit between management and employees, responsible for partnering with colleagues andmanagement to improve client acquisition/retention as well as colleague development• Strengthened relationships with family offices and decision makers of high net worth families• Obtained Portfolio Management Program Certification – very few non-financial advisors weregranted access to this managed account trading platform• Improved client experience by establishing a system to electronically provide performance reports• Appointed main contact for 10b5-1 plans with Duff & Phelps after they completed their IPO• Executed all trading for team including short sales, pairs trading, extensive option trading Show less
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Client Service AssociateUbs Apr 2001 - Jan 20052004 UBS Outstanding Contributor Award Recipient• Hired by PaineWebber to assist separate advisors who were transitioning each of their businesses from different contra firms• Mentored newly hired co-workers to establish a system of best practices to assist their growth• Offered opportunity in 2005 to interview with advisor coming from contra firm, who selected me over his existing assistants
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RecruiterSmart Resources Aug 2000 - Mar 2001• Established a candidate database of job seekers through cold calling• Conducted phone/face-to-face interviews of potential job candidates• Generated job orders from Chicago-area companies by cold calling and meeting face-to-facewith direct hiring authorities• Participated in a continuous weekly sales training program conducted by Sandler/Exponentia -
Financial ConsultantAmerican Fronteer Financial Corporation Nov 1995 - Jul 2000• Developed a client database through cold calling and referrals• Determined client goals and suitability in order to make investment recommendations• Conducted account reviews as needed, but no less than annually• Monitored investments to ensure they matched client objectives• Verified all portfolio performance, transactional records and account maintenance
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Account ExecutiveL.C. Wegard, Inc May 1994 - Nov 1995• Developed client database, through cold calling and referrals, to introduce and appropriatelyrecommend the financial products that were offered by the company• Conducted all continuing client contact, account updates, money collection• Obtained my Series 7 & 63 registrations on first attempt through two-week self-study
Robert Cairns Skills
Robert Cairns Education Details
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Marketing
Frequently Asked Questions about Robert Cairns
What company does Robert Cairns work for?
Robert Cairns works for Wells Fargo Advisors
What is Robert Cairns's role at the current company?
Robert Cairns's current role is Assistant Vice President - Investments, Senior Registered Client Associate at Wells Fargo Advisors.
What is Robert Cairns's email address?
Robert Cairns's email address is ro****@****pix.net
What is Robert Cairns's direct phone number?
Robert Cairns's direct phone number is +170844*****
What schools did Robert Cairns attend?
Robert Cairns attended Illinois State University.
What are some of Robert Cairns's interests?
Robert Cairns has interest in Kids, Aviation, Exercise, Investing, Outdoors, Collecting Antiques, Electronics, Home Improvement, Fishing, Shooting.
What skills is Robert Cairns known for?
Robert Cairns has skills like Investments, Process Improvement, Securities, 10b5 1 Plans, Employee Stock Options, High Net Worth Individuals, Retirement, Risk Management, Customer Service, Effective Communication, Confidentiality, Team Building.
Who are Robert Cairns's colleagues?
Robert Cairns's colleagues are Raymond Anaya, Dennis Crispin, Myla Griffin, Matthew Gray, Tim Smith, Chris Lane, Rob Sek.
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Robert Cairns
Professional Manager With Broad Experience, Skills, Knowledge And Training.Cumming, Ga2gmail.com, impactwashington.org
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