Robert Blakney

Assisted in Loan Portfolio Analysis (Mortgage, Commercial, Auto, HELOC) Facilitated whole loan transactions between financial institutions (ranging from $500M-$9B) by analyzing balance sheet composition and liquidity objectives to identify optimal buyers and sellers. Directly brought in around $2.5B in loan tapes to be priced and sold.

Institutional Loan Sales - FHN FINANCIAL

(2024-10 - 2026-07)

• Assisted in Loan Portfolio Analysis (Mortgage, Commercial, Auto, HELOC)
• Facilitated whole loan transactions between financial institutions (ranging from $500M-$9B) by analyzing balance sheet composition and liquidity objectives to identify optimal buyers and sellers.
• Directly brought in around $2.5B in loan tapes to be priced and sold.

Virtual Financial Advisor - RAYMOND JAMES & ASSOCIATES

(2019-08 - 2024-09)

• Managed client relationships and provided investment recommendations across a $1.6 billion book (approximately 28,000 accounts)
• Executed mutual fund, fixed income, and equity trades while ensuring suitability and compliance with firm policies.
• Worked with financial advisors and clients to identify investment and financial planning opportunities.
• Opened 56 fee-based advisory accounts during my second year, helping grow recurring advisory assets.

Financial Advisor - CAPITAL FINANCIAL GROUP (MassMutual)

(2018-03 - 2019-04)

• Worked with clients to assess retirement goals and develop personalized financial planning strategies.
• Educated clients on investment and insurance solutions, outlining the risks and benefits of each recommendation.

Financial Advisor - SHOEMAKER FINANCIAL GROUP (Securian)

(2017-05 - 2018-02)

• Worked alongside senior advisors to develop comprehensive fee-based financial plans for clients.
• Assisted in analyzing client financial situations and preparing recommendations related to retirement, investments, and wealth accumulation.

Bachelor's in Business Administration - Finance - MISSISSIPPI STATE UNIVERSITY (2012-08 - 2016-12)