Benjamin Applebaum
Sarasota
Summary
Results-driven leader with 30 years of experience in operations management and financial analysis. Expertise in resolving complex customer issues while managing $350 million in retirement assets. Proven track record of optimizing client satisfaction and loyalty through effective problem-solving and strategic oversight.
Overview
1
1
Certification
30
30
years of professional experience
Work History
Executive Vice President
Cennairus Insurance
Sarasota
05.2013 - Current
- Oversaw daily operations of sales team, enhancing customer service, product knowledge, and marketing initiatives.
- Resolved complex customer issues promptly, ensuring customer satisfaction and loyalty.
Owner
Vertical Financial
Chicago
08.1996 - 05.2013
- Delivered nationwide seminars on retirement savings over 16 years.
- Oversaw management of $350 million in retirement assets.
- Provided strategic investment advice and guidance for portfolio management.
- Streamlined financial operations by customizing strategies for diverse client needs.
- Managed daily financial activities while fostering strong client relationships.
- Developed tailored financial plans addressing unique client requirements.
Education
MBA - Finance
Manhattan College
Bronx, NY05-1996
Bachelor of Arts - Accounting and Finance
University of Miami
Miami, FL06-1993
Skills
- Sales management
- Sales strategy
- Customer relationship management
- Strategic planning
- Financial analysis
- Portfolio management
- Investment strategy development
Certification
- Series 7,63,65,26 and Life and Health Insurance
Timeline
Executive Vice President
Cennairus Insurance
05.2013 - Current
Owner
Vertical Financial
08.1996 - 05.2013
MBA - Finance
Manhattan College
Bachelor of Arts - Accounting and Finance
University of Miami