Looking for a job

R T

@rt06

Financial advisor at Lumiere Financial Group who brought in $6M in AUM and now builds contractor recruitment at Urbanmount.

United States

Message

At Lumiere Financial Group LLC, I delivered fee-based financial plans covering retirement, tax, investments, insurance, and estate planning. I brought in $6M in AUM for a startup RIA and helped a fellow advisor transition more than 100 client households.

At Urbanmount, I build and run contractor recruitment for a home services marketplace, sourcing, vetting, and onboarding independent contractors. I also own and operate RCT Handyman Services LLC, where I’ve completed residential jobs and manage pricing, licensing, insurance, and client relationships.

Experience

Work history, roles, and key accomplishments

Current

Contractor Recruitment & Business Development Lead

Current

Urbanmount (UM Technologies Inc.)

Jan 2025 - Present (1 year 10 months)

Build and run contractor recruitment for a home services marketplace platform. Source, vet, and onboard independent contractors across trades, and lead business development and partnership outreach.

Recruitment Business Development Partnership Outreach Contractor Onboarding

Current

Owner/Operator

Current

RCT Handyman Services LLC

Jan 2016 - Present (10 years 10 months)

Completed thousands of residential jobs across the NYC metro area with 99.9% five-star reviews. Manage pricing, licensing, insurance, and client relationships, and mentor other small-business owners on growth and operations.

Pricing Licensing Insurance Customer Relationship Management Small Business Operations Mentorship

Financial Advisor (IAR)

Lumiere Financial Group LLC

Jan 2022 - Jan 2026 (4 years)

Delivered fee-based financial plans covering risk management, investments, retirement, tax, and estate planning. Brought in $6M in AUM for a startup RIA and helped transition 100+ households to the firm.

Financial Planning Risk Management Investment Retirement Planning Tax Planning Estate Planning EMoney Prospecting