Robert Bunker
Atlanta
Summary
Performance-driven Director with 15 years of experience Single / Multi-Family development and 5 years experience in portfolio management and investor relations. Experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Director of Investment Strategy
Ironwood Capital Holdings
09.2024 - Current
- Facilitated portfolio performance review and implemented new strategies.
- Optimized risk-adjusted returns through rigorous quantitative analysis and modeling techniques.
- Collaborated with architects, engineers, and clients to ensure that project requirements were met and expectations exceeded.
- Ensured compliance with all local, state, and federal regulations throughout the construction process, maintaining a clean record for project completions.
- Enhanced project efficiency by implementing streamlined processes and workflow management tools.
Director of Construction Development
Ironwood Holdings
08.2024 - Current
- Developed comprehensive project plans, incorporating detailed timelines, budgets, and resource allocation strategies.
- Completed projects within budget constraints through diligent cost control measures and value engineering.
- Oversaw bidding processes for subcontractor selection, ensuring competitive pricing without sacrificing quality or performance.
- Ensured compliance with all local, state, and federal regulations throughout the construction process, maintaining a clean record for project completions.
Senior Financial Advisor
Merrill Lynch
01.2021 - 09.2024
- Migrated $25mm from JP Morgan to Merrill 2021
- Hosted client seminar events monthly
- Achieved growth grid 2023
- Drive business development through online marketing campaigns and migration of prior books of business.
Private Client Advisor
JP Morgan Securities
06.2018 - 01.2021
- $11mm in net new assets in 2020 and more than $9mm in 2019.
- Managed book of over 275 clients.
- Managed sales and referral training of two Private Client bankers and five relationship bankers.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing appropriate SMA partners.
Vice President | Financial Advisor
HSBC
08.2016 - 12.2017
- Increased book from approximately $9mm in AUM to $17mm in less than 11 months.
- Built and analyzed portfolios, provided suitable recommendations while managing a book of approximately 120 clients.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals
Investment Consultant
Scottrade
09.2014 - 08.2016
- 2015 brought in $8.5mm, placing in top quartile of firm.
- Assisted clients with complex trading strategies.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions
Stock Broker
Fidelity Investments
01.2013 - 09.2014
- Identified outside assets and produced lead generation in addition to servicing client accounts.
- 80 call average with 6 referrals per day.
- Delivered expert analysis of market conditions by gathering key data, analyzing trends, creating reports and offering comprehensive evaluations.
Education
Master of Science - Real Estate, Finance
New York University
New York05.2019
Bachelor of Science - Business Management, Finance
New Jersey City University
Jersey City, NJ05.2016
Skills
- Fundamental analysis
- Client relationship management
- Risk management
- Portfolio strategy
- Operations management
- Business development
Certification
- Series 7, 66, SIE Financial Licenses
- Insurance Producer
Timeline
Director of Investment Strategy
Ironwood Capital Holdings
09.2024 - Current
Director of Construction Development
Ironwood Holdings
08.2024 - Current
Senior Financial Advisor
Merrill Lynch
01.2021 - 09.2024
Private Client Advisor
JP Morgan Securities
06.2018 - 01.2021
Vice President | Financial Advisor
HSBC
08.2016 - 12.2017
Investment Consultant
Scottrade
09.2014 - 08.2016
Stock Broker
Fidelity Investments
01.2013 - 09.2014
Master of Science - Real Estate, Finance
New York University
Bachelor of Science - Business Management, Finance
New Jersey City University
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