Robert Roberti

Experience

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  Morgan Stanley

  Sept 1993 - Feb 2012

  Associate Vice President

  ● Build, curate and manage client relationships by constant communication, problem solving, addressing current client needs and anticipating future needs. ● Deliver actionable plans by building custom portfoli● Met clients lending needs using business loans, mortgage origination and securities based lending. Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses.os based on clients goals using a wide array of financial products and securities. ● Extensive use of sophisticated financial and CRM software that incorporates performance analytics and projected outcomes for ease of client implementation. SME on Client Resource Management functionality, trading platforms and capital markets. ● Extensive trading experience with equities, exchange traded funds, municipal bonds, taxable fixed income (corporates, preferreds, mortgage backed), options, private equity and products that utilize these securities. Expert in municipal bond portfolio construction.● Ongoing communications and relationships with product vendors to be current on strategies that are working in the marketplace to apply towards specific clients. ● Extensive relationship building ensuring goal reaching success with sole proprietors, real estate investors and developers, Fortune 500 c-level executives, . family trusts and retirees.● Spotless 30 year FINRA record ● Licenses: Series 7, 63, 65, Group I Life and Health Show less

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  Wells Fargo Advisors

  Jan 2012 - Sept 2024

  Associate Vice President-Investments

  ● Build, curate and manage client relationships by constant communication, problem solving, addressing current client needs and anticipating future needs. ● Deliver actionable plans by building custom portfoli● Met clients lending needs using business loans, mortgage origination and securities based lending. Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses.os based on clients goals using a wide array of financial products and securities. ● Extensive use of sophisticated financial and CRM software that incorporates performance analytics and projected outcomes for ease of client implementation. SME on Client Resource Management functionality, trading platforms and capital markets. ● Extensive trading experience with equities, exchange traded funds, municipal bonds, taxable fixed income (corporates, preferreds, mortgage backed), options, private equity and products that utilize these securities. Expert in municipal bond portfolio construction.● Ongoing communications and relationships with product vendors to be current on strategies that are working in the marketplace to apply towards specific clients. ● Extensive relationship building ensuring goal reaching success with sole proprietors, real estate investors and developers, Fortune 500 c-level executives, . family trusts and retirees.● Spotless 30 year FINRA record ● Licenses: Series 7, 63, 65, Group I Life and Health Show less

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  City of Frisco

  Aug 2012 - Aug 2018

  Chair/ Planning and Zoning Commission

  Collaborate with citizens, developers and city staff to implement the vision of future growth of Frisco. As chair additional duties include running government meetings using Roberts Rules of Order, public speaking and to ensure smooth and efficient input regarding zoning applications. Position requires a high level of understanding city ordinances, developers business requirements and deep engagement with citizens. Money Magazine voted Frisco #1 city to live in America during final year on commission. Show less

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  Texas Department of Motor Vehicles VTRAC

  Nov 2019 - now

  Presiding Officer/Chair

  Advise Texas DMV board on legislative policy implementation regarding vehicle titles and registration. Also, run the committee using Roberts Rules of Order with both present member and staff and members joining via video conference.