Robert Michalik

About Robert Michalik

OPERATIONS MANAGEMENT EXECUTIVERecord of success in complex organizations ranging from 400 to employees across multiple states and countries. I lead successful teams by hiring exceptional managers and then encouraging them do their jobs without micro-managing. I am an enthusiastic and accountable leader, who gains the trust and respect of the people I interact with on a regular basis. I am able to develop and partner with all levels of staff. Coming up with strategic solutions and being able to execute on my deliverables comes naturally to me.

Experience

1. Executive Vice President, COO & Registered Investment Advisor Representative

   Optimized Investment Partners, Llc

   Jun 2022 — Present · San Diego, CA, US

   Robert Michalik brings over 26 years of strategic executive leadership and operational expertise to his role as the Chief Operations Officer at Optimized Investment Partners (OIP). With a proven track record in driving and optimizing business operations for large and diverse organizations, Robert plays a pivotal role in shaping OIP\'s operational strategies and ensuring the seamless execution of its services. Robert also plays a pivotal role in ensuring that OIP remains at the forefront of the investment advisory industry. His strategic vision, coupled with his hands-on approach to operations management, positions OIP for sustained success and growth in the dynamic financial landscape.Optimized Investment Partners provides investment advisory services to small to medium-sized municipalities in California, encompassing cities and all types of special districts. Partner with government experts: Optimized Investment Partners has extensivegovernment finance experience to make better investment decisions and increaseyour agency’s revenues. Safeguard principal: Keep more idle cash actively invested throughout the year.Optimized Investment Partners helps you hedge against inflation and invest seasonalsurpluses to preserve and increase the value of your cash. Ensure liquidity: Balance investments and cash on hand to ensure sufficientoperating capital. Optimized Investment Partners ladders portfolio investments toensure cash is readily available when needed. Improve returns: Generate more revenue to budget across your agency’s priorities.Optimized Investment Partners improves total returns by investing in longer termmaturities with higher yields while maintaining safe investments. Receive superior service: Optimized Investment Partners provides high-qualitycustomer service to clients of all sizes throughout California, with investmentbalances starting at

Education

• University of Phoenix

  Bachelor of Science, Business Management

  1998 — 2000

Skills

• Refinance
• Six Sigma
• Employee Engagement
• Fha
• Management Development
• Portfolio Management
• Loans
• Loan Origination
• Default
• Mortgage Underwriting
• Operational Risk Management
• International Business
• Lines of Credit
• Operations Control
• Operational Risk
• Business Analysis
• Relationship Management
• Leadership Management
• Foreclosures
• Mortgage Banking
• Process Improvement
• Quality Control
• Leadership
• Usda
• Credit Analysis
• Financial Risk
• Process Improvement Experience
• Presenting to Senior Management
• Va Loans
• Loan Servicing
• Vendor Management
• Management
• Mortgage Lending
• Consumer Lending
• Business Process Re-Engineering
• Commercial Lending
• Banking
• Risk Management
• Financial Analysis
• Financial Services