Robert Heller Email & Phone Number

New York, New York, United States

Greater New York City Area

Client Engagement team leader in Deloitte’s Strategy practice, helping Banks, Asset Managers and Insurance companies design and implement Enterprise, Business and Technology strategiesSample project work includes: - Consumer Lending: Customer and product strategy refresh for leading Canadian direct-to-consumer lender. - Banking: Corporate strategy for a.

Greater New York City Area

Greater New York City Area

Greater New York City Area

As Manager for Brokerage Marketing, I created digital and direct-to-consumer messaging to sell trading platforms and wealth management services to firm’s 2MM customers, with $160B of Assets Under ManagementSample work included:Managed boutique ad agency to create multi-channel campaign, targeting High Net Worth clientsBuilt digital campaign introducing new.

Worked in the Institutional Wealth Services division of TD Ameritrade. As an Internal Consultant, I coordinated strategy to expand market share in Registered Investment Advisor platform business/.Sample client work included:Identified potential new lines of business, liaised with large clients and other financial services firms to evaluate joint-venture.

Built P&L model to analyze profitability for every client and evaluate prospective relationships Compressed model into user-friendly package; empowered sales managers to self-service data in real time when meeting with clientsDeveloped and presented cost-saving strategy for a recently acquired businessCoordinated cross-sell strategy between three business.

Designed and automated key reporting; presented weekly analyses one-on-one to EVP of businessPartnered with Managing Directors of Sales, Finance, Operations and Marketing to build monthly and quarterly presentations for EVP to update CEO and Board of Directors

LIM Advisors is a Multi-Strategy Hedge Fund, specializing in the East Asian Markets. I reported directly to the CEO, performing market research and competitive intelligence. Worked closely with senior management to develop client relations skills.

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

Ba, International Relations, History

Activities and Societies: Phi Kappa Sigma Fraternity History Undergraduate Advisory BoardGraduated Cum Laude