Explr

Part-time CFO services are designed to streamline your financial operations, providing peace of mind and strategic insights for entrepreneurs.

Founder Explr Financial Services

Weekly Men's Circle

Community empowering men to thrive through leadership skills, brotherhood, friendship, and the healthy balance of support and challenge.

Founder Weekly Men’s Circle

MIT Enterprise Forum of South Florida

Help entrepreneurs in South Florida gain local access to MIT's global network of inventive entrepreneurship and industry leaders; strengthening South Florida as a desirable and robust environment for the technology industry

Chairman

Another Traveler

A creative photography and video production studio. We work with different tourism boards and hospitality companies around SE Asia to develop multimedia content to deliver a clear message to their target audience.

Founder

Stonegate Bank

Helped develop an innovative marketing and business development strategy that resulted into the expansion of the Fort Lauderdale based bank into the highly competitive Miami market with a team of five employees.

Played a key role in the successful management of two prestigious branches in Miami. 

Provided full service banking, custom credit and wealth management solutions to high net worth clients and prospects. 

Analyzed the sophisticated investment, credit, wealth accumulation, preservation and transfer needs of high profile clients – developed lasting relationships to ensure continued loyalty and referrals.

Cross-collaborate with a team of private bankers to review client goals and create a personalized financial plan for each client to ensure their success. 

Served as exclusive point-of-contact for company clients and achieved record revenues and growth.

Private Banking Portfolio Manager

Regions Bank

Responsible for expanded and retained a portfolio base of approximately $35 million in deposits and $35 million in loans which correlates to a 15% growth annually.

Partnered with dedicated sales specialists to deliver enhanced financial services solutions for high net worth clients which increase revenues by 30%.

Developed close and trusting relationships with highly sophisticated clients resulting in a 100% retention

Proactively analyzed personal and business prospects to determine our best products to fit their specific needs resulting in significant increases in department margins.  

Provided exceptional customer service while assisting loyal customers with general account requests, inquiries and maintenance

Created business to business relationships to help achieve goals – built lasting relationships which increased retention and repeat sales and significantly increased revenue goals

Recommended financial solutions for clients to help meet their financial goals

Private Banking Officer

Dynamic career success developing and deploying strategic business plans, designing and launching effective campaigns, and cultivating relationships with vendors, community partners and internal constituents.  Recognized as a bilingual leader with strengths in project management, administration and strategic communications.  As well as an exceptional strategist known for analyzing trends and forecasting sales that maximum growth and profitability. Excellent communication skills proven by the ability to successfully manage large projects while working with people from diverse backgrounds.

Taplio

Robert Sepulveda's Linkedin Analytics

Robert Sepulveda

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Taplio

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Robert Sepulveda

Want to drive more opportunities from LinkedIn?

Robert Sepulveda's Linkedin Analytics