Years of experience: 16

United StatesAdvisor🧨 Consulting💰 Investor & VCInvestor Relations🏦 Finance

Trust Score

Highly reliable; strong professional involvement.

70%
Robert's Career Path
Financial ProfessionalJun. 2018 -
Present
Prudential FinancialFinancial Professional
Honolulu, Hawaii, United StatesI work within a team of Financial Professionals whose goal is to successfully help their clients achieve financial goals. * Asset Protection and Risk Management Life insurance, Disability income, Long term care, Property and Casualty * Investment and Retirement Planning Annuities, IRA's, Mutual Funds, Managed money accounts, SIMPLE IRA's and 401(k)s *Business Planning Business continuation fu...
Insurance AgentSep. 2017 -
Mar. 2018
Bankers LifeInsurance Agent
Honolulu, Hawaii, United States* Set appointments to identify prospective clients’ financial resources and needs * Offer expert life and health insurance policy recommendations to generate sales * Provide continuous, excellent customer service to client base
Eastbound Freight ForwarderAug. 2012 -
Apr. 2017
Hawaiian Ocean Transport, Inc.Eastbound Freight Forwarder
Hawaiian Islands* Responsible of all eastbound freight to the west coast ports of Long Beach, Oakland, Tacoma and Anchorage. * Correspondences with new clients, key accounts, all terminals and carriers. * Planning container loads for eastbound sailings every week and directing the warehouse crew. * Certified for shipping hazardous materials. * Data processing of all eastbound shipments both on paper and in t...