Robert L Johnson, Iv Mba Email & Phone Number

Dallas, Tx, Us

Cupertino, California, Us

• Deliver exceptional customer experiences by actively listening to clients’ needs and providing tailored product solutions, consistently achieving sales and satisfaction goals.• Demonstrate in-depth knowledge of Apple products, services, and software to educate and inspire customers, fostering long-term loyalty and brand advocacy.• Guide customers through purchase decisions, leveraging product demonstrations and emphasizing features that align with their lifestyles and goals.• Provide hands-on technical assistance to customers, addressing inquiries about Apple devices, software, and ecosystem integration with clarity and professionalism.• Participate in ongoing training sessions to stay current with product updates, sales strategies, and company initiatives, contributing to a culture of continuous improvement.

• Conduct comprehensive assessments to understand clients' physical, emotional, and spiritual needs• Develop individualized wellness plans incorporating nutrition, exercise, mindfulness, self-care, and stress management techniques• Help clients move past negative thoughts, do what honors themselves, and set clear boundaries• Foster self-awareness and mindfulness techniques to help clients develop a balanced and fulfilling lifestyle.• Regularly review and evaluate clients' progress towards wellness goals, adjusting plans as needed to ensure effectiveness.

Newport Beach, California, Us

• Booked membership appointments through productive phone activities.• External marketing, promotions, and prospecting. This was a daily activity and required off-site promotions including distributing passes, building relationships with local merchants and branding events to inform the community of UFC gym and services.• Internal marketing and prospecting. This included collecting leads at the point of enrollment and from the current member base through relationship-building and referral tables.• Ensured that 100% of guests were presented with the “Fitness Tour” when touring guests.• Utilized customer relationship management software to track sales activities and customer information.

Irvine, California, Us

• Cultivated relationships with existing customers to secure long-term loyalty.• Communicated regularly with customers via phone calls or emails about upcoming promotions or events.• Provided guidance and motivation for clients throughout their personal training journey.• Demonstrated knowledge of fitness principles and physical training techniques to effectively counsel clients.• Developed and maintained strong customer relationships and networks within designated sales territory.• Generated leads and maintained lists of prospective customers.

• Sold financial products and life insurance. • Recommended strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning. • Monitored financial market trends to ensure that plans are effective, and to identify any necessary updates. • Conducted seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

New York, New York, Us

• Sold financial products and life insurance. • Recommended strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning. • Monitored financial market trends to ensure that plans are effective, and to identify any necessary updates. • Conducted seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.I was an Agent licensed to sell insurance through New York Life Insurance Company.

Duluth, Ga, Us

• Conducted comprehensive financial analyses to assess clients' current financial situations, including income, expenses, assets, and liabilities• Developed customized financial plans and strategies aligned with clients' short-term and long-term goals, such as retirement planning, education funding, and wealth accumulation• Utilized financial planning software and tools to model various scenarios and recommend optimal solutions to maximize clients' financial well-being• Evaluated clients' insurance needs and recommended appropriate life insurance, disability insurance, and long-term care insurance solutions to mitigate risks and protect their financial security• Conducted client meetings to review financial plans, discuss investment performance, and address any changes in clients' financial circumstances or goals• Recruited and trained insurance agents in various states.

Chiyoda-Ku, Tokyo, Jp

• Managed a portfolio of investment accounts with a focus on fund custody that included 36 mutual funds valued at 7.2 billion dollars• Participated in business strategy by advocating new products and service enhancements required to maintain a competitive industry standing• Ensured compliance with all banks, legal, regulatory, and policies and procedures as well as identified, measured, monitored, and control risks associated with the client book of business• Managed operational risk in the capacity of the first line of defense (FLOD) by enforcing the latest regulatory compliance such as AML, BSA, and KYC• Built strategic partnerships with investment advisors, fund accountants, and venture capitalists while communicating in tandem with C-suite to deepen and optimize customer relationships.

New York, Ny, Us

• Financial Advisor training program that leveraged financial planning tools to establish long-term financial goals.• Personalized wealth management guidance.• Proprietary training in Sales, Finance, Wealth Planning, Investment Strategies, and Investment Products.

Zurich, Ch

• Relationship manager focused on the retention of high-net-worth (HNWI) and ultra-high-net-worth (UHNWI) client's portfolios while providing operational support to Financial Advisors• Supported and helped drive firm initiatives while maintaining risk awareness and regulatory knowledge• Part of a team that supported and managed over 100 accounts of HNW and UNHW individuals valued at over $500 million• Ran quarterly and year-end evaluations on the portfolios• Provided pricing analysis on investments and allocations for portfolios• Provided market research and stock updates to clients• Helped increase sales promotions and new banking products by 15% over 1 year • 100% of client accounts in compliance with Know Your Clients (KYC) within 6 months

Charlotte, North Carolina, Us

• Monitored trading lifecycle events, including trade allocations, trade matching, and trade breaks resolution, to minimize operational risk and ensure compliance with regulatory requirements• Confirmed and reconciled equity trades executed by institutional clients with counterparties and clearinghouses to ensure accuracy and timely settlement• Monitored and enforced compliance with regulatory requirements, exchange rules, and internal policies governing equity trading activities, including pre-trade compliance checks and post-trade reporting• Investigated and resolved trade discrepancies, failed trades, and settlement issues promptly, liaising with internal stakeholders, counterparties, and custodians as needed• Coordinated with trading desks, brokers, and electronic trading platforms to execute trades efficiently and achieve best execution outcomes for clients• Served as a primary point of contact for institutional clients, providing responsive and proactive support for trade-related inquiries, requests, and issues.

Charlotte, North Carolina, Us

• Assisted traders in executing equity trades for institutional clients, including order entry, order routing, and trade confirmation• Monitored trading platforms and market data feeds to identify trading opportunities and provide real-time support during active trading hours• Supported the institutional sales team in preparing client presentations, pitch books, and marketing materials to promote equity trading services and capabilities• Conducted market research and analysis to provide insights on industry trends, sector performance, and company fundamentals to clients and internal stakeholders• Assisted in conducting pre-trade compliance checks to ensure adherence to regulatory requirements, firm policies, and client guidelines• Prepared daily, weekly, and monthly performance reports on equity trading activities, including trade volumes, trade errors, and execution quality metrics.

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor Of Science, International Finance