Anthony G. Decicco
Lititz,PA
Summary
Accomplished Vice President focused on driving revenue and fostering growth through strategic networking and advantageous partnerships. Demonstrated success in business development and operations management, consistently achieving notable accomplishments. Seeks opportunities for growth and optimization, employing innovative and sophisticated practices. Maintains a competitive edge by staying informed about the ever-evolving competitive landscape, market demands, and the capabilities of the business.
Overview
8
8
years of professional experience
Work History
Vice-President
Hazlett, Burt & Watson
06.2023 - Current
- Gathered $ 50 Million in Fee-Based AUM in the last 12 months
- Managing a book of 400 Million dollars in stocks and bonds
- Insurance specialist for the firm training, coaching, and mentoring professionals
- Identified new business opportunities and established partnerships to drive growth
- Maintained strong pipeline of incoming leads with networking, cold calling and referrals
- Kept clients informed and uncovered new sales opportunities with regular follow-up calls
- Identified optimal products for each client and presented solutions
- Offered clients strategic advice across financial products and services to meet debt management, insurance coverage and investment needs
- Utilized advanced software tools to analyze data and generate detailed reports for client review
- Maintained current knowledge of market trends, economic factors, and legislative changes that could impact clients' finances
- Evaluated client's financial documents to determine investment strategies suited for their needs
- Guided clients toward profitable and secure financial decisions with persuasion and knowledge of available products
- Assisted clients in creating financial plans based on their goals and risk tolerance
- Brought in new clients by generating leads through word of mouth, cold calling, and local marketing
Senior Financial Advisor
Morgan Stanley
04.2021 - 06.2023
- Company Overview: Top 10 fastest growing practice
- Identified optimal products for each client and presented solutions
- Led the Lancaster branch as the insurance specialist
- Specialist for employee benefits for the firm
- Kept clients informed and uncovered new sales opportunities with regular follow-up calls
- Maintained strong pipeline of incoming leads with networking, cold calling and referrals
- Backed up financial advice with accurate and current advice on industry trends
- Brought in new clients by generating leads through word of mouth, cold calling, and local marketing
- Top 10 fastest growing practice
Financial Advisor
Edward Jones
09.2016 - 04.2021
- Company Overview: Launched a new office in Lititz
- Grew from 0 to $50 million AUM 4 years
- Led the firm for assets gathered
- Too insurance producer earning several awards
- Offered clients strategic advice across multiple financial products and services, including debt management, insurance coverage, and investments
- Determined clients' needs through consultative appointments focused on analyzing existing situations and identifying opportunities for improvement
- Reviewed wide-ranging financial data and statements with a detail-oriented and knowledgeable approach
- Generated referrals from service providers, solicitors and valuers
- Launched a new office in Lititz
Education
Bachelor of Arts (B.A.) - Government, Policy, and Law
Millersville University
Millersville12.2023
Skills
- Sales Results Achievement
- High-Performing Insurance Professional
- Investment Advisory
- Client Portfolio Management
- Strategic Leadership
Timeline
Vice-President
Hazlett, Burt & Watson
06.2023 - Current
Senior Financial Advisor
Morgan Stanley
04.2021 - 06.2023
Financial Advisor
Edward Jones
09.2016 - 04.2021
Bachelor of Arts (B.A.) - Government, Policy, and Law
Millersville University
Similar Profiles
Megan HaworthMegan Haworth
In-Home Nanny at Marisa and Kody Hazlett (parents of Child)In-Home Nanny at Marisa and Kody Hazlett (parents of Child)
Kelli EislerKelli Eisler
Client Relationship Manager, Sales at Micheal Burt EnterpriseClient Relationship Manager, Sales at Micheal Burt Enterprise
Joseph FishmanJoseph Fishman
Restaurant Server at Burt and Max'sRestaurant Server at Burt and Max's