Andre Mangano
Little Neck,NY
Summary
Top performer with a distinguished record for exceeding sales goals, maximizing customer satisfaction and collaborating with colleagues for nearly two decades.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Wealth Advisor
Citigroup Inc
Garden City, NY
06.2022 - Current
- Manage book in excess of 57 million
- Work closely with branch team to deliver customer satisfaction and grow assets
- #1 in total Insurance applications closed for 2023 at Citi
- #1 in total Insurance revenue in Long Island
Financial Consultant
Ridgewood Savings Bank
Brooklyn, NY
01.2020 - 05.2022
- Counsel clients on financial matters and provide recommendations, investment opportunities, solutions and services based on client needs and asset availability.
- Manage multiple branches in Brooklyn and Queens and work with branch team to uncover client financial needs.
- Top revenue producer and Insurance sales leader
Financial Executive
Aegis Capital
Melville, NY
03.2019 - 12.2019
- Developed and implemented strategies to help clients reach their financial goals.
- Provided customized investment solutions tailored to the individual needs of each client.
VP/Financial Advisor
HSBC Securities
Brooklyn
10.2010 - 10.2018
- Supervised team of branch executives and gave daily huddles
- Ensured that branch wealth goals were being met or exceeded
- Mentored and maintained a motivated sales atmosphere
- Surpassed Insurance revenue goals and placed in top percentile in NYC region for HSBC.
- Leadership club award winner
Senior VP/Investments
Optis Group LLC
Garden City
12.2005 - 10.2010
- Worked directly with president of company on a daily basis
- Trained and supervised a team of 20 account executives
- Consistent top producer with an excellent work ethic and exemplary leadership qualities.
Education
Marketing -
Queensborough CC
Skills
- Excellent communication skills
- Self-motivated
- Team Player
- Goal oriented
- Committed to staff development
- Customer focused
Certification
- New York Life And Health Insurance License
- Series 7
- Series 63
- Series 66
Languages
- English
- Italian
- Sicilian Dialect
Timeline
Senior Wealth Advisor
Citigroup Inc
06.2022 - Current
Financial Consultant
Ridgewood Savings Bank
01.2020 - 05.2022
Financial Executive
Aegis Capital
03.2019 - 12.2019
VP/Financial Advisor
HSBC Securities
10.2010 - 10.2018
Senior VP/Investments
Optis Group LLC
12.2005 - 10.2010
Marketing -
Queensborough CC