Robin D. Email & Phone Number

Business Solutions/Relationship Management Specialist with expertise in vendor and product management, supporting and training internal and external clients. Seventeen plus years of successful broker dealer operations in the area of financial service availed the development of strengths and competencies in the areas of: product knowledge and education, client relationship management, partnering with end-user (advisors/client) to identifying opportunities for application enhancements. These professional experiences are coupled with personal attributes as a proactive self-starter; possessing outstanding organizational and analytical skills, conscientious to time management and problem resolution with, a keen focus to future and growth opportunities via long term strategy implementation[s].

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  Registered Representative Ii

  Td Ameritrade Institutional

  Oct 2018 - Present

  • Communicate with Registered Investment Advisors via inbound and outbound phone calls as well as emails• Lead contact for five advisory firms• Lead for introductory and transitional calls for onboarding new firms• Independently addresses clients’ needs to the appropriate extent, referring them to additional resources as needed• Retain knowledge of the Advisor Relations client segment which includes knowledge of RIA business models, competitive space, and predominant needs and objectives of advisors• Preserve business relationships and expand upon them• Carry out advisor instructions in an accurate manner to achieve desired qualitative and quantitative outcomes• Effectively analyzes situations, applying knowledge of relevant products and services to resolve matters• Probes to cross-sell alternative products, services and investment options• Participates in cross training of appropriate level tasks in other functional areas