Roberto Weinstein
Financial Representative at Northwestern Mutual | Empowering Financial Success with Deep Technical Expertise.
- Role
- Founder at Omnibauen
- Location
- Spokane, WA, US
- LinkedIn followers
- 500 followers
About Roberto Weinstein
I am a financial planner who is a creative problem solver. I am not afraid to question the status quo and seek out better ways to do things. I believe in empowering those around me in order to achieve greater results. As a strategic thinker with multi-cultural experience, I am able to remove obstacles or find new ways to improve client satisfaction.My expertise is in financial services: I have a robust understanding of insurance and investments from 7 years as a Financial Advisor with Northwestern Mutual, from 20••••09. My experience includes insurance like Life, disability and long term care.Why I am Different:I am one who works at being a better person every day and using my gifts to help build up the people and organizations that surround me. As a lifelong learner, I am very curious and enjoy putting my newfound knowledge to use. Having lived in 3 countries, working in more than 12, and being able to speak 4 languages, my global outlook brings an open approach to my life and work. My ability to comprehend very complex technical subjects and at the same time being very outgoing and personable makes me a rare find. Putting those two traits together, I am able to share difficult and complex ideas in language that is simple to understand. What Others Say:“What sets Roberto apart is his well-rounded background, allowing him to draw upon a wealth of experiences from his career and expertly apply them to tackle new challenges.” “He is a natural mentor that cares deeply for his peers and their success.“ “He brings a wealth of professional experience and willingness to listen in every interaction, and truly his passion is in helping others do good work and grow.” “He is able to tap into his diverse set of professional experiences and really bring a unique perspective to the workplace.”I love to Build and Create: Take a look at my creations.
Experience
Founder
Jan 2024 — Present · US
OmniBauen Business ConsultancyUnlocking complexity with engineering and empathy.Our team brings diverse, multicultural experiences, creating eclectic solutions.
Education
The American College of Financial Services
Chartered Life Underwriter, Insurance and Investments
Rensselaer Polytechnic Institute
Bachelor of Science, Industrial and Management Engineering
1989
Skills
- Marketing
- Strategic Planning
- Microsoft Office
- Sales
- Polyglot
- Leadership
- Team Leadership
- Leadership Development
- Program Management
- Time Management
- Entrepreneurship
- Team Building
- Management
- Crm
- Creative Problem Solving
- Fundraising
- Business Analysis
- Salesforce.com
- Coaching
- Social Networking
- Customer Service
- Social Media
- Training
- Public Speaking
- Customer Relationship Management (Crm)
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