Robert Rampulla

Experience

• 

  Wall Street Access

  Jun 2021 - Aug 2021

  Equity Analyst

  Assisted the Director of Research in the preparation of financial analysis data for presentation to clients in response to customer inquiry. The work involved detailed research into SEC filings and company reports. In addition, summary conclusions were presented and included in the final work output

• 

  QFS Capital

  Jun 2022 - now

  Improved operations - Implemented automated messaging to clients via our internal CRM (Customer relationship management) to streamline outreach. Created internal procedures/policies to follow. Built out onboarding documents for new employees.Conflict Resolution - Spoke directly to clients to resolve account issues such as cash-flow, payment, and term length conflicts. This was done by analyzing bank statements and other applicable documents to then create a unique plan of action for each client.Negotiation - Created settlement agreements based upon payment/term arrangements with attorneys and hired negotiators.Legal Representative - Collaborated with internal legal council to discuss possible courses of action and making the final approval. Filing of UCC liens, reviewing and notarizing adavits for ocial use by the courts.Delegation - Hired and supervised a team of 8 individuals within the legal, collections, and servicing departments. As well as implementing new strategies and assigning tasks accordingly.Collaboration - Worked closely with the Accounting, sales, and data departments to ensure optimal growth within the company by ensuring goals were met accordingly. Show less

  • Portfolio Manager

    Aug 2022 - now

  • Portfolio Assistant

    Jun 2022 - Aug 2022