Robert Milstein

Organised a series of pan-European business conferences on a variety of issues. Researched and created comprehensive event programmes while collaborating closely with leading multinational enterprises. Expertise in current issues involving Corporate Fraud and Forensics, Internal Audit, International Taxation and Transfer Pricing, Investor Relations, Financial Shared Services, Financial Transformation, Controlling, Derivative Operations, Hedge Fund Administration, etc.

Assisted high net worth clients and their branch account executives Provided high net worth clients and their advisors with tailored solutions and exception processing for their investment portfolios. Interpreted and resolved cross-product issues to ensure transaction integrity. Prioritised between multiple complex client cases based on potential monetary loss, market sensitivity, and customer value. Worked with business partners such as margin, treasury, legal/risk, transfer agents and contra brokers.