1. Robert Cook
(617)877-0682
RobertCookMBA@icloud.com
Profile:
Skilled finance/sales professional experienced in making continuous improvements within daily operations by
adding efficiency and value through effective communication, organization and overall customer service.
Core Competencies:
 Financial Advisor
 Portfolio Management
 Multi Task
 Relationship Manager
 Microsoft Office
 Licensed Banker
 Risk Analysis
 Commercial Loans
 Business Analysis
 Reuters Database
 Home Equity Products
 Customer Relations
 Business Development
 Sales Management
 Bloomberg News Database
Professional Experience:
B/A Merrill Lynch, Saugus, MA 2012-2013
Financial Advisor / Assistant Vice President
 Provided retirement, personal investment, and risk management advice to clients.
 Responsible for creation and implementation of sales strategies for banking professionals at multiple office
locations.
 Collaborated with compliance department to assure efficiency with bank and investment account creation
process.
 Mentored banking professionals toward achieving sales goals.
Sovereign Bank, Winchester, MA 2011-2012
Senior Personal Banker / Assistant Manager
 Educated bank clients in the area of financial strategies and risk analysis.
 Generated sales opportunities to portfolio advisors.
 Provided banking and cash management services to customers.
 Contributed to management of banking operations.
Fidelity Investments, Merrimack, NH 2004-2011
Investment Advisor Representative
 Provided portfolio investment advice and appropriate solutions to Fidelity client base.
 Responsible for maintenance of twelve million/quarterly sales opportunities.
 Transitioned existing 401K clients into Fidelity personal retirement account platform.
 Directed annuity and insurance opportunities to risk management professionals.
Education:
 Bentley College, Waltham, MA MBA Management of Technology
 Bentley College, Waltham, MA BS Economics / Finance

2. References Available Upon Request