Robert Parham Email & Phone Number

Accounting & FinanceWork ExperienceFinancial OperationsPivotal FinanceJanuary 2024 - PresentRetail Sales General Nutrition Company, Opelika, AL July 2020 - July 2024• Perform opening and closing duties, including counting drawer, reporting, deposits• Educate customers on benefits and uses of different supplements• Participate in continuous learning on supplements and other products• Ensure that every customer has a great experience: 60-80 customers per dayClient Services Representative, InternHoerlein & Associates, Private Wealth, Opelika, AL May 2021 - February 2023• Prepare for ~25 clients’ meetings per week.• Assess clients’ needs, anticipate questions, and communicate solutions for clients• Read research on equities, bonds, annuities, structured notes, etc.• Learn and leverage multiple investment allocation software and calculators, includingMorningstar, asset allocation software, Thomson Brokerage platform, model portfolios, etc• Manage firm’s scheduling through Salesforce CRM to maximize planners’ efficiency• Coordinate meetings with wholesalers, attorneys, prospects, financial planners, etcVolunteer Work5th/6th Grade Basketball & Baseball Coach Beauregard Youth Athletic Association, Opelika, AL October 2016 - Present• Collaborate with another coach to plan and facilitate good team experiences• Train players to establish and improve their fundamental skills; ~30 athletes per year• Coach players on personal responsibility for the outcome of the team’s performance• Develop programs to prepare players junior varsity team the following yearContact: robertparham3rd@gmail.com