Robert Terry Email & Phone Number

Gainesville, Georgia, United States

- Developed customized investment portfolios tailored to individual client needs and risk profiles- Conducted in-depth research and wrote detailed reports on various securities, including stocks, bonds, and mutual funds- Organized and maintained comprehensive client portfolios, ensuring all documentation was up-to-date and easily accessible- Assisted in client financial advisement meetings, providing support and contributing insights to help clients achieve their financial goals- Participated in team meetings, collaborating with senior advisors to discuss market trends and investment opportunities

Gainesville, Georgia, United States

- Water Safety Advocate | CPR Certified- Proven track record of vigilance, quick response, and effective emergency management during water-related incidents.- Committed to ongoing training and certification in CPR, AED, and first aid to provide the highest level of care.- Strong communication skills for educating the public on water safety and enforcing pool rules.

Bachelor Of Business Administration - Bba, Finance And Real Estate, 3.89

Activities and Societies: Knox Martin Foundation (KMF), Real Estate Society, Whatever It Takes (WIT), Extra Special People (ESP), UGA.

High School Diploma

Activities and Societies: Vice President of FBLA, NG3 Scholar, National Honors Society, Captain of Varsity Basketball