Robert joins Goshert Financial as a seasoned account executive, providing operations and marketing skills developed in the securities industry. He also holds a insurance license in California. Robert was the office manager and licensed (Series 7 & 63) registered representative for one of the highest volume securities trading firms in Southern California. He developed a clientele of professional equity traders. Most of the trading was handled through Nasdaq and the New York Stock Exchange, giving Robert a thorough understanding of the securities markets. As a registered representative, he achieved customer loyalty and satisfaction by offering hands on service for any account or back office issues. As the office manager, he implemented and maintained all computer systems, trading and charting analysis software, and telecommunications lines for the trading and real-time quoting functions. |
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