Robert KaplanEmail: r.kap@hotmail.com | Phone: 725-250-6477 | Location: Las Vegas, NV
Professional Summary
Results-driven Relationship Manager and Entrepreneur with over 20 years of experience in account management, client engagement, and operational strategy. Proven ability to build strong relationships, drive business growth, and execute complex projects through market analysis, negotiation tactics, and data-driven decision making. An entrepreneurial and analytical thinker, skilled in leveraging cross-functional collaboration and persuasive communication to enhance client satisfaction, optimize processes, and exceed growth metrics.
Core Competencies
Tools – HubSpot, Microsoft Office, Slack, Google Suite, Zoom, Facebook, LinkedIn, other CRM systems, Tableau, SQL, AI Agents – ChatGPT, MSFT Co-Pilot, Gemini, DeepSeek, Claude | Skills – Relationship Management | Business Development | Financial & Data Analysis | Project Management | Budgeting | Process Improvement | Market Research | Negotiation | Forecasting | Ad Hoc writing
Professional Experience
Ariston Capital LLCSenior Relationship Manager & Principal Advisor2015 – Present | Las Vegas, NV
Founded an advisory firm providing end-to-end services to investor syndicates for multifamily property transactions valued at up to $2M.
23 deal completed with a total transaction value $25m from inception – 8% average return – Managed up to 10 syndicate members per transaction.
Vetted and negotiated commercial contracts with 20 venders per project inclusive of legal, finance, property management, city regulators to align resources with project timelines and financial objectives – reduced average project budgets by 3-5%.
Performed market analysis with 3rd party industry data and financial modeling for investment selection, & projected cap rates based on local rental income projections.
Kanban is used for project management to meet deadlines.
Created dynamic marketing materials (PowerPoint presentations and Adobe) to facilitate client presentations and secure investor buy-in.
Arranged financing through local banks and utilized Fannie Mae’s non-recourse multifamily real estate program. Prepared all loan applications and packets.
Wells Fargo AdvisorsFinancial Advisor, Private Client Group2014 – 2015 | Los Angeles, CA
Managed and grew a portfolio of high-net-worth clients $20m by implementing tailored investment strategies using solution-based selling and sophisticated analytical tools.
Developed comprehensive retirement plans, employing quantitative models to optimize client asset allocations across equities, debt, alternative investments, and insurance products.
Conducted quarterly client reviews supported by Excel models and third-party market data, maintaining a high level of client engagement and satisfaction.
Liberum Capital, Inc.European Equity Salesman 2011 – 2012 | Los Angeles, CA
Managed West Coast accounts with over $50B in assets, servicing 100 institutional contacts including C-suite executives through daily interactions, detailed analysis, and targeted recommendations.
Increased shareholder engagement through strategic communication and collaborative executive meetings, resulting in higher shareholder ownership across multiple accounts.
Produced quarterly and annual KPI reports and forecasts, utilizing in-house data to track sales growth and regional profitability.
Alfa BankSenior Vice President, Russian Equity Salesman 2007 – 2010 | New York, NY
Directed account management for 20–30 high-value institutional accounts, delivering in-depth research insights to drive investment decisions and strengthen relationships.
Partnered with Russian executives on North American market strategies, boosting niche product market share by 5%.
Enhanced customer service through process improvements, achieving a 20% increase in trading revenue by designing tailored product bundles.
Other notable employers: Brandes Investment Partners, Federated Global, UBS (Director), Bear Stearns (Managing Director),Kaupthing Securities Inc. (SVP)
Education
Certificate in Business Analytics – University of Nevada, Las Vegas, 2024
Certificate in Accounting – University of California, San Diego, 1992
Bachelor of Arts in Organizational Communication – University of Arizona, 1990
Gaps in Employment -2010-2011- financial crisis, 2013 onwards (full time caregiver to family member)
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