Since 2006, Robert Mayfield has been working in Interactive Advisory Software. This professional is a well-qualified Data Source Analyst and Client Support with over 30 years of work experience. According to Robert's CV and work profile, the professional has worked at more than six companies with numerous backgrounds and gained different skills. Robert studied at the University of North Carolina at Chapel Hill from 1982 to 1986. Robert Mayfield can be found in Atlanta, Georgia – where this expert currently lives. Find this expert's current phone and email through SoftwareOfficial search.
Name variants:
Bob Mayfield,
Bobbie Mayfield,
Bobby Mayfield,
Dob Mayfield,
Rob Mayfield,
Robbie Mayfield,
Robby Mayfield,
Robin Mayfield,
Bert Mayfield,
Bertie Mayfield
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ro**@fiserv.com, ro**@comcast.net
Location
Atlanta, GA
Company
Workplace
Data Source Analyst and Client Support
Egg Harbor Township, NJ
Industry
Computer Software, Nonclassifiable Establishments, Prepackaged Software Services
Colleagues
Work History
Data Source Analyst and Client Support
Managed data retrieval process for providers. Liaison for data source such as SEI, Pershing, DST, Schwab, NFS, TD Ameritrade and IAS. Conduct formal software presentations at national confe...
from Jun 2006
Portfolio Management Software Analyst
Manage Registered Investment Advisor relationships from a technology standpoint. Execute policy and operations processes for client base. Apply extensive knowledge of Financial Services op...
from Jun 2006
Recruiting & Broker Dealer Consultant
Prospected advisors for potential business relationships with AIG. Transitioned over $25 MM in GDC of new business in 2006. Developed internal structure and managed transition process.
2000 — 2006
Investment Advisory Analyst
Expanded AIGâÃÂÃÂs fee-based platforms across 5 independent broker/dealers. Managed team objectives and training initiatives with branch offices on Vision 2020 software.
1998 — 2006
Recruiting and Transition Analyst
Recruiting and Transition Division
Recruiting and Transition Consultant
1998- 2006
Prospected Independent RIA's and Registered Representatives for potential business relationships with AIG....
May 1998 — Jun 2006
Investment Advisory Analyst
Hired to expand AIG's Separately Managed platform across 5 independent broker/dealers. Expert on fee-based offerings, and WRAP accounts. Developed training models and sales pieces and delive...
May 1998 — Jun 2006
Education
1982 — 1986
Occupations
Project Manager
Analyst
Accountant
Finance and Accounting Specialist
IT Professional
Application Analyst
Advisor
Waiter
Host
Project Development Specialist
Executive
Partner
Data Analyst
Software Tester
Project Managers
Analysts
Accounting Bookkeeper
Bookkeeper
Software Developers
Skilled Professional
Chief Executive
Data Entry Specialist
Data Scientist
Computer Specialist
Skills
Management
Financial Services
Leadership
Investment Advisory
Finance
Product Management
Financial Advisory
Crm
Wealth Management
Relationship Management
Sales
Analysis
Financial Planning
Mutual Funds
Program Management
Strategic Financial Planning
Equities
Integration
New Business Development
Recruiting
Start Ups
FAQs about Robert Mayfield
What is the main profession of Robert Mayfield?
This professional's job is Certified Project Manager
What are the main profession of Robert Mayfield?
These person's professions are Project Manager
Where does Robert Mayfield live?
They currently lives in Atlanta, Georgia.
What is Robert Mayfield's email?
The expert's email is ro**@fiserv.com and ro**@comcast.net.
Where did Robert Mayfield work?
This expert worked at Interactive Advisory Software, Interactive Advisory Software, Inc.
Does Robert Mayfield have personal website or blog?
Robert`s website is http://www.iassoftware.com/ and http://www.fhtmus.com/smrm.
What education does Robert Mayfield have?
Robert studied at the University of North Carolina at Chapel Hill from 1982 to 1986.
Are there any special industries Robert Mayfield is connected to?
This professional works in Financial Services industry.