Robert Sepulveda Email & Phone Number

Global

Explr.co is a Part-time CFO services designed to streamline your financial operations, providing peace of mind and strategic insights for entrepreneurs.

Miami-Fort Lauderdale Area

Community empowering men to thrive through leadership skills, brotherhood, friendship, and the healthy balance of support and challenge.

Miami/Fort Lauderdale Area

Help entrepreneurs in South Florida gain local access to MIT's global network of inventive entrepreneurship and industry leaders; strengthening South Florida as a desirable and robust environment for the technology industry

Singapore

A creative photography and video production studio. We work with different tourism boards and hospitality companies around SE Asia to develop multimedia content to deliver a clear message to their target audience.

Coral Gables, Florida

Helped develop an innovative marketing and business development strategy that resulted into the expansion of the Fort Lauderdale based bank into the highly competitive Miami market with a team of five employees.Played a key role in the successful management of two prestigious branches in Miami. Provided full service banking, custom credit and wealth management solutions to high net worth clients and prospects. Analyzed the sophisticated investment, credit, wealth accumulation, preservation and transfer needs of high profile clients – developed lasting relationships to ensure continued loyalty and referrals.Cross-collaborate with a team of private bankers to review client goals and create a personalized financial plan for each client to ensure their success. Served as exclusive point-of-contact for company clients and achieved record revenues and growth.

Miami, Florida

Responsible for expanded and retained a portfolio base of approximately $35 million in deposits and $35 million in loans which correlates to a 15% growth annually.Partnered with dedicated sales specialists to deliver enhanced financial services solutions for high net worth clients which increase revenues by 30%.Developed close and trusting relationships with highly sophisticated clients resulting in a 100% retentionProactively analyzed personal and business prospects to determine our best products to fit their specific needs resulting in significant increases in department margins. Provided exceptional customer service while assisting loyal customers with general account requests, inquiries and maintenanceCreated business to business relationships to help achieve goals – built lasting relationships which increased retention and repeat sales and significantly increased revenue goalsRecommended financial solutions for clients to help meet their financial goals

Bachelor, Management & Marketing

Activities and Societies: Alpha Kappa Psi - Professional Business Fraternity

Certified Financial Planner, Financial Planning And Services

Accounting And Business/Management