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Robert D. Hansen

Robert D. Hansen

Intern - Financial Representative

Followers of Robert D. Hansen654 followers
location of Robert D. HansenDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Institutional Relationship Manager at Corient

  • Education

    • University of North Texas

      2012 - 2016
      Bachelor’s Degree Business Finance

      Activities and Societies: Delta Sigma Pi, Sigma Phi Epsilon, Student Investment Group, Financial Management Association Member of the Student Investment Group (SIG)Member of the Financial Management Association (FMA)Member of Delta Sigma Pi (Professional business fraternity)Member of Sigma Phi Epsilon

  • Experience

    • Northwestern Mutual

      Jun 2016 - Sept 2016
      Intern - Financial Representative

    • Fidelity Charitable

      Oct 2016 - Jan 2017
      Client Service Representative

      Processed, analyzed, and performed diligence on grant recommendations to insure grants made were compliant with IRS regulations. Helped Fidelity Charitable reach their goal of 25 billion dollars donated in 25 years.Gained proficiency in XTRAC and RepApp.

    • Fidelity Investments

      Feb 2017 - Nov 2017
      Financial Representative - Trader

      Series 7 & 63 license required.Worked directly with clients providing professional level customer service. Responsibilities included:Trading stocks, mutual funds, derivatives, and fixed income securities. Processing distributions such as checks, EFT/ACH, and wires.Assisted clients with corporate reorganizations such as tender offers, stock splits, reverse stock splits, and mergers/acquisitions.

    • TD Ameritrade Institutional

      Nov 2017 - Sept 2023

      Responsible for managing the relationship between TD Ameritrade and United Capital Financial Advisors, LLC.. Assisted advisors with day to day operations, projects - such as onboarding new offices, and helped to resolve complex issues. Worked on the dedicated relationship with United Capital Financial Advisors, LLC., building rapport and assisting their advisors with day to day operations and complex issues. Series 7 & 63 license required. Working in a fast paced environment assisting various registered investment advisors with day to day operations.

      • Sr. Relationship Manager - Advisor Relations

        Jan 2022 - Sept 2023

      • Relationship Manager II - Advisor Relations

        May 2018 - Jan 2022

      • Relationship Manager - Advisor Relations

        Nov 2017 - May 2018

    • Charles Schwab

      Sept 2023 - May 2024
      Manager, SRM - Advisor Relations

      Manage the relationship between Schwab and United Capital Financial Advisors, LLC., and Creative Planning, LLC.. Assist advisors with day-to-day operations and complex issues.

    • Corient

      Jan 2025 - now
      Institutional Relationships Manager

  • Licenses & Certifications

    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Mar 2017

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Mar 2017

    • Group 1, General Lines - Life, Accident, Health & HMO

      Texas Department of Insurance
      Jun 2016

  • Honors & Awards

    • Awarded to Robert D. Hansen
      Michael D. Eller Scholarship Sigma Phi Epsilon Aug 2013 An honor given to one who exhibits a properly balanced lifestyle. (Academics, athletics, organizational commitment)Was granted this award in both Fall 2012 and Fall 2013.

  • Volunteer Experience

    • Caretaker

      Issued by Adopt A Block on May 2015
      Adopt A BlockAssociated with Robert D. Hansen