Robert Fiamengo

Pod Manager - Operations

Wilson | United States

Skills

No information

Interests

Media production

All outdoors

Industries

Bike

Creative Agencies

Lifestyle

Moto & Powersports

Outdoor

Skate

View all

Home Summary Activity Projects Work experience Education history Connections Companies

In my own words

— Robert

I am seeking an entry to mid-level opportunity with an organization that would allow me the ability to learn and grow within while being able to appreciate and enjoy the outdoor sports that lured me into the industry to begin with.

I am hoping to find opportunities varying from media production and/or operations.

Having lived in a number of states from CT, CO, CA, and now WY. I love traveling and enjoying the diverse opportunities nature has to offer both physically and mentally. Despite my success in wealth management client operations, my true passion lies with action sports /outdoor media and more specifically the operations surrounding them. I would love to find a company that not only promotes the action sports/outdoors lifestyle but also lives it everyday.

I am looking forward to meeting new people and exploring new places.

Trajectory

Feb 2021 — Now

Pod Manager - Operations · Personal Capital Advisors

• Communicate with outside firms to streamline communication and project completion for clients. • Work directly with advisors and managers to oversee all operations workflows daily. • Create, monitor, and audit numerous reports of client requests to ensure smooth completion.

Jan 2019 — Feb 2021

Senior Client Operations - Private Client Group · Personal Capital Advisors

• Opened and serviced high net worth client’s accounts through multiple platforms. • Performed ACH, ACAT, NON-ACAT transfers in addition to 401k/IRA Rollovers. • Collaborated with superiors to develop processes to increase efficiency.

Apr 2018 — Jan 2019

Investment Sales Associate · Northeast Private Client Group

• Developed competitive market analysis on mid-market retail, office, and multi-family assets. • Performed market research to support pro-forma analysis developed by rent & sales comps. • Scheduled inspections, appraisals, and property tours throughout due diligence periods. • Attained new clients via referrals and direct outreach.

Nov 2017 — Apr 2018

Account Executive · Currency Capital, LLC

• Managed sales accounts and consulted mid-sized companies over their financing needs. • Discussed and offered revenue generating options for business owners in all industries. • Developed professional relationships across the nation by creating the most effective strategy for each business. • Approached new clients through salesforce referral system generated by website inquiries.

Jun 2016 — Aug 2017

Financial Representative · Northwestern Mutual

• Approached and attained clients in need of financial planning to review their short, medium, and long-term goals. • Presented and sold financial products to put clients in line with their goals. • Acquired Connecticut life, accident, and health insurance licenses along with a number of additional states.

Jun 2015 — Aug 2015

Office Assistant · Considine Construction, LLC

-Organized project timelines for customers. -Reviewed company finances for separate accounts. -Assisted any field work in need, including excavation, demolition, roofing, and paint.