Robert Roane, Cfa Email and Phone Number
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Robert Roane, Cfa is a Business Manager at Capital One at Capital One. He possess expertise in financial analysis, portfolio management, equity research, financial modeling, finance and 12 more skills.
Capital One
View- Website:
- capitalone.com
- Employees:
- 55043
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Business ManagerCapital One Jul 2022 - PresentMclean, Va• Manages two direct reports on Business Cards & Payments Loss Mitigation team, responsible for maximizing collections and recoveries from delinquent and charged off business card accounts• Designed new strategies for to reclaim unwanted credit exposure from risky and low usage small business card accounts• Developed multi-year destination state strategy for high line underwriting portfolio management team to automate real-time risk assessments and credit limit assignments• Created new streamlined policy for high line Small Business Card accounts, saving hundreds of hours of underwriter time per month
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Manager, Business UnderwritingCapital One Mar 2020 - Jul 2022Mclean, Va• Managed and developed a team of up to 6 underwriters in Small Business Card High Line Underwriting• Approved Small Business Card credit limit increase requests up to $500,000• Simultaneously managed department’s Learning & Development team for three months
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Analyst And Assistant TraderEdgemoor Investment Advisors Mar 2017 - Feb 2020Bethesda, MdAssisted with portfolio management, investment research, and trading by:• Completing investment research memos on both equity and income securities for the Investment Selection Committee to decide which securities to purchase in client portfolios• Selecting securities to buy and sell in managed accounts to meet client goals• Executing both adviser-directed and client-directed trades at the best possible price• Streamlining processes for tax-loss harvesting to reduce client capital gains taxes -
Assistant Vice President, Underwriter ICapital One Jul 2016 - Mar 2017Mclean, VaPerformed analytical work at both the portfolio and individual borrower levels by:• Underwriting commercial cards for businesses in the Commercial Card National Expansion, Commercial Real Estate, Healthcare, and Government Banking lines of business• Building models to project future staffing needs and minimize costs for the Commercial Card National Underwriting team based on sales projections• Tracking and monitoring aggregate risk levels and credit-related metrics for commercial card portfolios from various lines of business
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Commercial Credit AnalystCapital One Jul 2014 - Jul 2016Tyson'S Corner, VaTrained in all aspects of the commercial credit process in Commercial Bank Development Program. Specific responsibilities and tasks included:• Underwriting commercial loans to businesses and individuals to identify, manage, and limit credit risk for the Private Banking, Government Banking, and Commercial Card lines of business by spreading financial statements, calculating risk ratings, and writing full credit memos• Developing in-depth reporting and tracking mechanisms for all applications submitted to underwriting as part of the Commercial Card National Expansion• Gathering and verifying the financial data of the acquired GE Capital, Healthcare Financial Services’ portfolio for regulators to ensure compliance with certain aspects of CCAR reporting• Working directly with a third-party vendor to calculate Service Level Agreements related to accuracy and turnaround times for a new offshore financial spreading process
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Commercial Banking Summer AnalystCapital One Jun 2012 - Aug 2013Mclean, VaWorked with the Commercial Banking Treasury Management team over two summers. Responsibilities included:• Analyzing competitors' treasury management products to aid sales officers and product managers• Recording and monitoring billing adjustments to increase revenue• Developing a reporting system for new approval structures to track department-wide compliance• Presenting case solutions to management to demonstrate analytical and presentation skills
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Administrative InternNorthrop Grumman Information Systems Jun 2011 - Aug 2011Consolidated information for approximately 4,000 contracts as a member of the Final Billing team to ensure full payment.
Robert Roane, Cfa Skills
Robert Roane, Cfa Education Details
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Commerce (Finance), Economics
Frequently Asked Questions about Robert Roane, Cfa
What company does Robert Roane, Cfa work for?
Robert Roane, Cfa works for Capital One
What is Robert Roane, Cfa's role at the current company?
Robert Roane, Cfa's current role is Business Manager at Capital One.
What is Robert Roane, Cfa's email address?
Robert Roane, Cfa's email address is rr****@****inv.com
What is Robert Roane, Cfa's direct phone number?
Robert Roane, Cfa's direct phone number is +170344*****
What schools did Robert Roane, Cfa attend?
Robert Roane, Cfa attended University Of Virginia.
What skills is Robert Roane, Cfa known for?
Robert Roane, Cfa has skills like Financial Analysis, Portfolio Management, Equity Research, Financial Modeling, Finance, Banking, Financial Services, Credit, Valuation, Credit Risk, Financial Risk, Commercial Lending.
Who are Robert Roane, Cfa's colleagues?
Robert Roane, Cfa's colleagues are Alan Beam, Joshua Young, Li Yang, John Blackwelder Cfa, Colin Geoghegan, Lohn Mckee, Deborah Lawson.
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