Robert Sepulveda Email and Phone Number
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Robert Sepulveda personal email
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As the founder of explr, I specialize in providing Fractional CFO services and comprehensive financial solutions to small businesses, entrepreneurs, and non-profits. With over two decades of experience in finance and wealth management, I help clients navigate complex financial landscapes, ensuring their businesses thrive and grow.At explr, our mission is to offer tailored financial strategies, from bookkeeping and accounting to high-level advisory roles. We empower our clients with the tools and insights needed to make informed financial decisions.Beyond my financial expertise, I am passionate about coaching professionals. My approach integrates personal and professional development, focusing on growth, leadership, and achieving a fulfilling life.Key Highlights:- Over 20 years of experience in financial management and advisory.- Expertise in helping businesses scale and optimize their financial performance.- Proven track record in personal development coaching and facilitating transformative growth.Let's connect and explore how we can collaborate to achieve your business and personal goals.
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Founder Explr Financial ServicesExplr May 2016 - PresentGlobalExplr.co is a Part-time CFO services designed to streamline your financial operations, providing peace of mind and strategic insights for entrepreneurs.
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Founder Weekly Men’S CircleWeekly Men'S Circle Jul 2020 - PresentMiami-Fort Lauderdale AreaCommunity empowering men to thrive through leadership skills, brotherhood, friendship, and the healthy balance of support and challenge. -
ChairmanMit Enterprise Forum Of South Florida Aug 2019 - Jul 2021Miami/Fort Lauderdale AreaHelp 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 -
FounderAnother Traveler Oct 2012 - Oct 2017SingaporeA 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. -
Private Banking Portfolio ManagerStonegate Bank Jun 2010 - Oct 2012Coral Gables, FloridaHelped 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. -
Private Banking OfficerRegions Bank Sep 2004 - Jun 2010Miami, FloridaResponsible 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
Robert Sepulveda Skills
Robert Sepulveda Education Details
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Management & Marketing -
Financial Planning And Services -
Accounting And Business/Management
Frequently Asked Questions about Robert Sepulveda
What company does Robert Sepulveda work for?
Robert Sepulveda works for Explr
What is Robert Sepulveda's role at the current company?
Robert Sepulveda's current role is Fractional CFO | Financial Services | Coaching for Professionals | Founder of explr.
What is Robert Sepulveda's email address?
Robert Sepulveda's email address is 2r****@****ail.com
What is Robert Sepulveda's direct phone number?
Robert Sepulveda's direct phone number is (877) 641*****
What schools did Robert Sepulveda attend?
Robert Sepulveda attended Florida International University - College Of Business, Barry University, California State University-San Bernardino.
What skills is Robert Sepulveda known for?
Robert Sepulveda has skills like Finance, Loans, Commercial Lending, Leadership, Banking, Management, Strategy, Marketing, Social Media Marketing, Project Management, Commercial Banking, Customer Service.
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Robert Sepulveda
21-Year Veteran Leader | Project Manager With Servpro Team Meyer At Lake Of The Ozarks | Iicrc Wrt CertifiedLinn Creek, Mo -
Robert Sepulveda
Lake Geneva, Wi4accept360.com, uwlax.edu, northwesternmutual.com, northwesternmutual.com1 +160878XXXXX
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Robert Sepulveda
Miami, Fl3adt.com, aus.com, teamiss.com
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