Gregory Robinson
Asset Manangement Group - Private Bank Associate
- Role
- Pnc Asset Management Group - Private Bank Associate at PNC
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Gregory Robinson
A results-driven visionary demonstrating years of business development, strategic planning, marketing, and multi-unit operations experience. Thrives in high-pressure environments, recognized for leadership, and ethical practices. Transferrable skills consistent across diverse industries, elevating operational excellence and delivering strategic plans for growth and sustainability.
Experience
Pnc Asset Management Group - Private Bank Associate
Aug 2023 — Present · Dallas, TX, US
Cultivate and nurture relationships with high-net-worth clients, providing personalized financial solutions tailored to their unique goals and needs- Collaborate closely with Senior Private Bankers to develop comprehensive financial strategies for clients, resulting in increased client satisfaction and retention- Orchestrated regular client communications through phone calls, emails, and in-person meetings to provide updates on portfolio performance and market trends- Addressed client inquiries promptly, ensuring a high level of client satisfaction and trust in the advisory relationship- Collaborated closely with wealth management teams, investment analysts, and operations staff to streamline processes and enhance overall client experience- Participated in cross-functional meetings to share insights, contributing to the development of innovative strategies to meet client objectives.
Education
Centenary University
Bachelor of Business Administration (BBA), Accounting and Finance
2015 — 2019
Rider University
Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law
Skills
- Customer Service
- Microsoft Powerpoint
- Management
- Creative Writing
- Idea Generation
- Social Media
- Business Development
- Leadership
- Public Speaking
- Conflict Resolution
- Time Management
- Entrepreneurship
- Microsoft Word
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