Robert H.
Financial Representative at Northwestern Mutual - The South Florida Group- Claim this Profile
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Bio
Experience
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Northwestern Mutual - The South Florida Group
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United States
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Financial Services
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1 - 100 Employee
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Financial Representative
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Jun 2023 - Present
• Conducting financial planning practices through defensive & offensive planning • Built a clientele and established long-term relationships with them • Conducted financial anlyses and overviews on potential clients to find the best suited plan for their needs and goals. • Conducting financial planning practices through defensive & offensive planning • Built a clientele and established long-term relationships with them • Conducted financial anlyses and overviews on potential clients to find the best suited plan for their needs and goals.
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Trader Joe's
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United States
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Retail
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700 & Above Employee
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Crew Member
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Mar 2023 - Present
• Assisted in customer service to guide consumers to their desired products • Managed inventories & presented them effectively to the consumer eyes • Operated POS systems to conducted B2C transactions • Assisted in customer service to guide consumers to their desired products • Managed inventories & presented them effectively to the consumer eyes • Operated POS systems to conducted B2C transactions
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Commercial Real Estate Pro Forma Analysis
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Miami, Florida, United States
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Team Analyst & Member
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Sep 2022 - Nov 2022
• Analyzed rental and leasing comps for property comparison and future valuation • Analyzed projected inflation rates for future valuation of PBR, expense recoveries, etc. • Constructed complete property pro forma and visual analytical document through modeling • Analyzed rental and leasing comps for property comparison and future valuation • Analyzed projected inflation rates for future valuation of PBR, expense recoveries, etc. • Constructed complete property pro forma and visual analytical document through modeling
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Elite Freight Inc.
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Lexington, Kentucky, United States
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Dispatcher & Accountant
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Jun 2021 - Aug 2022
• Operated as a load dispatcher and learned how to build connections with other businesses • Constructed/signed contracts between B2B for partnerships with our services • Analyzed value of various freights based on milage and time frame for best profits • Created income statements on a weekly basis for employee wages/earnings • Operated as a load dispatcher and learned how to build connections with other businesses • Constructed/signed contracts between B2B for partnerships with our services • Analyzed value of various freights based on milage and time frame for best profits • Created income statements on a weekly basis for employee wages/earnings
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Entrepreneurial Business Start-Up Project
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Miami, Florida, United States
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Team Analyst & Member
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Feb 2022 - May 2022
• Collaboration on writing a full business plan for Sky Wake Miami (skywakemiami.com) • Analyzed market/industry & competitor statistics for pricing purposes within the start-up • Analyzed consumer market for determination of services to include • Created & presented an in-depth PowerPoint pitch of the start-up business • Collaboration on writing a full business plan for Sky Wake Miami (skywakemiami.com) • Analyzed market/industry & competitor statistics for pricing purposes within the start-up • Analyzed consumer market for determination of services to include • Created & presented an in-depth PowerPoint pitch of the start-up business
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Hollister Co.
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United States
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Retail
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700 & Above Employee
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Brand Representative
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Nov 2019 - Jul 2020
• Operated with POS for completion of sales to customers and increase profits • Maintained, organized and presented merchandise to drive continuous sales • Helped customer navigation to ensure consumer satisfaction and increase consumer value • Operated with POS for completion of sales to customers and increase profits • Maintained, organized and presented merchandise to drive continuous sales • Helped customer navigation to ensure consumer satisfaction and increase consumer value
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Education
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University of Miami Herbert Business School
Bachelor of Business Administration - BBA, Majoring Business Administration and Management, Minoring Real Estate & Entrepreneurship -
Bluegrass Community and Technical College
Opportunity Middle College, General Education -
Paul Laurence Dunbar High School
High School Diploma, Graduated