robin cromer

About

Dedicated Financial Advisor at Edward Jones

Country

united states

City

tyler

Industry

financial services

Skill

leadership, insurance, retirement planning, customer retention, portfolio management, investments, financial risk, credit risk, team management, finance, team leadership, sales management, compliance, wealth management, mutual funds, underwriting, risk management, consumer lending, customer service, loss mitigation, coaching, credit analysis

Experience

dedicated financial advisor

citi

district manager and vice president ii

citi

2004-9 - 2013-9 · 9 yrs 1 mo

* Public Company * 10,001+ employees * C * Financial Services industry

branch manager

citi

1995-1 - 2004-1 · 9 yrs 1 mo

* Public Company * 10,001+ employees * C * Financial Services industry

dedicated financial advisor

edward jones

2014-1 - Present · 12 yrs 9 mos

* My Dad always said," If you have a career you love you will never work a day in your life." I now have a career that I love. I daily get to help others prepare for the most important events in their life. I am a part of helping clients with one of the most important aspects of their lives. I am very blessed and humbled by this. It is a huge responsibity that I do not take lightly. I am committed to doing the right thing for my clients. * Primary Responsibilites * Provide sound financial advice to individuals. * Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial strategy. * Recommend strategies clients can use to help achieve their financial goals and objectives. * Identify and keep abreast of new market trends. * Use market research to back up financial advice. * Review accounts to determine if life changes necessitate new financial strategies. * Review accounts to ensure investments are on track to obtain client goals.