eFinancialCareers

Robert Parker
1900 Main St., Omaha, NE 68102
402-555-4141
RParker@efinancialcareers.com

Private Client Banker with experience in relationship building, banking, wealth management, and financial planning.

SUMMARY OF QUALIFICATIONS - Member of Nebraska Society of CPAs.
- Chartered Financial Analyst.
- NASD Series 7, 31, and 66 licenses.
- 12 years experience building relationships with high net worth clients.

PROFESSIONAL EXPERIENCE
Wells Fargo Private Client Services 2002 – Present
Vice President. Provide investment and cash management, trustee services, and credit to high net worth clients.
- Advise clients on investments for diversification and wealth retention.
- Develop and present customized investment portfolios for clients.
- Make recommendations on strategic issues of estate planning.
- Advise on and create trusts for asset protection and generational wealth transfer.
- Serve as trustee for trusts.
- Approve and underwrite loans for clients, ranging from aircraft financing to commercial loans. - Market private banking internally to branch retail offices.
- Grew client base from 10 clients and $25M to 90 clients and $150M since 2002.
- Consistently achieved the highest possible client satisfaction survey results.

Wealth Management Advisors, Omaha, NE 1997 – 2002
Managing Director. Wealth Management Advisors is a registered investment advisory firm providing a full range of investing and trust services to private clients.
- Implemented asset allocation strategies to meet clients’ objectives and risk tolerance.
- Constructed target benchmarks based on client objectives.
- Conducted quarterly performance reviews with clients.
- Monitored asset allocation and rebalanced as required.
- Managed client portfolios with consideration for tax consequences.
- Advised clients on wealth transfer strategies and estate planning.
- Managed trust investments and distributions as trustee.

Salomon Smith Barney, New York, NY 1994 – 1995
Financial Advisor
- Marketed asset management services to investors.
- Performed financial planning with clients.
- Assisted managing client portfolios.

EDUCATION
M.B.A., Finance, University of Chicago Booth School, 1997
B.A., Finance and Accounting, University of Texas, 1994

ACTIVITIES
Running – regularly run 10K races, and finished the Omaha Marathon in 3:58:09.
Guitar – play in a folk band that occasionally performs locally.

Keywords: private banker, private banking, wealth management, financial planning, estate planning, investment management