Robert Mullis Email & Phone Number
Compliance Officer @ GWN Securities, Inc.
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Robert Mullis Location
- Palm City, FL, US
Robert Mullis Work
- Compliance Officer @ (August 2026 - Present)
- Owner @ (June 2025 - July 2025)
- Vice President Operations @ Money Concepts International (June 2021 - June 2025)
- Credit Supervisor @ (May 2019 - June 2021)
- Assistant Vice President, Client Service Officer High Net Worth Group @ (April 2018 - February 2019)
- Assistant Vice President, Investment Services (IS) @ (January 2016 - April 2018)
- Investment Services Associate @ (September 2013 - January 2016)
- Customer Processing Associate, Mutual Fund Dividends @ (July 2010 - July 2013)
Robert Mullis Education
- University of Central Florida
Bachelor of Business Administration (Economics)
2005-2009 - South Fork High School
Robert Mullis Skills
- Accounting Balances
- Asset Dispositions
- Banking Operations
- Broker-Dealer Operations
- Business Strategy
- Clearing Houses
- Client Correspondence
- Client Prospecting
- Client Relations
- Client Relationship Strengthening
- Client Services
- Communication
- Company Set-up
- Contract Negotiation
- Coordinating Meetings
- Coordinating Schedules
- Customer Relationship Management (CRM)
- Customer Requirements
- Customer Service
- Data Analysis
- Decision-Making
- Digital Signal Processors
- Equities
- Feasibility Studies
- Finance
- Financial Analysis
- Financial Concepts
- Financial Responsibilities
- Financial Services
- Funds Transfer Pricing
- GIPS
- Individual Retirement Accounts (IRA)
- International Transfers
- Investment Advisory Services
- Investments
- Manage client expectations
- Managed Accounts
- Management
- Managing Accounts (Accounting)
- Margin Minder
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Multiple Project Coordination
- Organization Re-structuring
- Personal Banking
- PowerPoint
- Presentations
- Project Commissioning
- Project Management
- Project Scheduling
- Public Speaking
- RIAs
- Regulatory Compliance
- Relationship Building
- Renegotiations
- Research
- Retirement
- Sales
- Screening
- Series 7
- Small and Medium-Sized Enterprises (SME)
- Strategic Planning
- Team Leadership
- Third Party Vendors
- Trade Support
- Vlookup
- Workflow Analysis
- compliants
- series 10
- series 9
- GUI
- Accounting
- Product Knowledge
- Dividends
- Economics
- Distribution Strategies
- Detail Oriented
- Net
- Teaching
- Networking
- Cooking
- Converting
- Food Safety
- Guidelines
- Offering
- Bank Reconciliation
- Thinker
- Safety
- Compliance
- Mutual Funds
- Lasting Relationships
- Ingredients
- Cash
- Training
- Willingness to Learn
- Asset
- Restaurants
- Self Directed
- Travel
- Orlando
- Florida
- Data Driven Testing
- Checking
- Problem Solving
- Acknowledgements
- Funding
- Written Communication
- Losses
- Accounting System
Robert Mullis Summary
- Robert Mullis, based in Palm City, FL, US, is currently a Compliance Officer at GWN Securities, Inc.. Robert Mullis brings experience from previous roles at Groovy Hues Painting of Palm City, Money Concepts International, Summit Financial Networks, Inc. and Citi. Robert Mullis holds a 2005 - 2009 Bachelor of Business Administration in Economics @ University of Central Florida. With a robust skill set that includes Accounting Balances, Asset Dispositions, Banking Operations, Broker-Dealer Operations, Business Strategy and more. Robert Mullis has 1 emails and 1 mobile phone numbers on RocketReach.
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