Robert Palke, Mba Email & Phone Number

Chandler, Arizona

Client Relationship Team (CRT) – With over $238 billion of assets under management, Merrill Edge provides access to the investment insights of Merrill Lynch and the convenience of its parent company, Bank of America. Responsible for improving experience of existing self-directed investors through consultative conversations, articulation of competitive advantages, and consolidation of outside assets. • Eclipsed goal in all 10 quarters while consolidating over $89 million in new assets at 130% to goal• 2019 – 158% to goal in first half of the year with over $18.5 million of new money• 2018 – Pinnacle Club Award winner representing top 10 in the segment company wide• Consistently top 20% of cross-site segment for new money acquisition and exceeded quality assurance scores every month ranking in the top 10% segment-wide• Served on Client Relationship Team Campaign Champions Committee tasked with improving effectiveness of existing campaigns and creating new campaigns to drive more business• Serve on Advisory Council to Management Committee to collaborate with Segment Manager in creating top ten CRT initiatives and help prioritize Voice-of-the-Client feedback items (only member on Chandler CRT team)Merrill Edge Experience Team (MEET) – Sales representative tasked with acquiring new self-directed clients, introducing them to the platform, and completing onboarding through goals-based conversation.• Solicited and closed $96 Million of new assets in 12 months in role while at 123% to goal• Consistently finished in top 20% companywide earning promotion to Client Relationship Team in 12th month in role (minimum time in role for promotion)

Chandler, Arizona

Merrill Edge Relationship Foundation (RF) - Financial advisor responsible for introducing new clients to the firm, completing an investment-based conversation including deep understanding of client’s financial picture, presenting multiple potential solutions and recommending the best solution for the client’s needs.• Consistently exceeded goals including new money, revenue, attrition, ADP, and Client Satisfaction• Recommended managed accounts, customized mutual fund portfolios, and other investment solutionsMerrill Edge Advisory (Core 1, Core 2 and Premium segments) - Financial advisor responsible for turning service requests to goals-based sales interactions. Conducted semi-annual financial conversation with clients, present multiple investment and goal-based solutions, made recommendations on a specific investment solution, and acquire new assets.• Consistently exceeded goals of new money, client satisfaction, funded accounts, and QA scores which lead to two promotions within the first 9 months of production (starting in Core 1 making it to Premium

Scottsdale, Az

Identified and drove prospective clients to open new investment accounts through 401k rollovers, asset transfers, and new contributions for one of the world’s largest investment management companies• Procured between $2.8 million and $4.7 million of new money each month which exceeded goal by 180% - 370% • Conversion rate in excess of 80% for all leads compared to goal of 72% and segment average of 74%

Peoria, Arizona

Top producer for a market leading audio/video retailer that spanned over 20 states. Qualified customers to understand their objectives and created the need for additional margin-rich products maximizing profitability.• Highest gross margin percentage in store (20 employees) routinely exceeding 25% in 2009 and 2010 which ranked near the top in the company and consistently exceeded all monthly sales quotes • Won the “Sell It To Win It Holiday Sales Contest” sponsored by Mitsubishi recognizing exemplary sales during companywide contest in 4th quarter 2009 outperforming over 200 employees

Scottsdale, Arizona

Spearheaded sales and marketing strategies for startup homebuilder’s flagship million-dollar luxury community. Launched creative new marketing ideas which lead to increased home sales. • Implemented innovative marketing ideas including staging spec homes with furniture to improve showability of models which resulted in doubling annual sales in community (from $4M to $8M)• Top producer company-wide in sales volume: $8 million in 2007 and $5 million in first half of 2008. These results lead to assignment as only sales representative for the community

Phoenix, Arizona Area

Managed more than $25 million of homes in escrow spread across four different communities for a startup home builder which had over $100M in annual sales specializing in mid- to high-end homes. Created solutions for homebuyers in escrow that had encountered obstacles preventing a successful or on time close of escrow. • Quickest individual in company history to achieve promotion from Junior Sales Associate to Senior Sales Associate (6 months) while selling over $10 million in real estate in first year as licensed agent• Mentored new agents while overseeing master planned community

Master Of Business Administration - Mba, Emphasis In Finance And Leadership

Activities and Societies: Beta Gamma SigmaFinished program with 4.0 with emphasis in Finance and Leadership

Bachelor Of Science - Summa Cum Laude, Finance & Accountancy

Activities and Societies: Director of Marketing for Financial Management Association, Member of Beta Gamma Sigma Honor SocietyDouble Major.