CHRISTINA L. VOZZO
Bridgewater,NJ
Summary
Highly skilled professional in the financial services industry with extensive experience and versatility in sales, sales process, and training. Keen eye for detail and effective communication skills make me an exceptional team player. Strong organizational capabilities and problem-solving skills allow for successful management of multiple projects with accuracy. Proven track record of prioritizing tasks and meeting deadlines. Committed to advancing organizational goals through meaningful contributions.
Overview
27
27
years of professional experience
Work History
Director of Training & Advisor Practice Support
Summit Financial LLC
07.2022 - Current
- Created an Advisor-Team Onboarding Training Program from scratch including authoring a 50+ page manual, job aides and user-guides and calendar of training
- Delivered all live trainings to each new advisor team to educate on and navigate the company software tools: Salesforce, Addepar, HiddenLevers, eMoney and e-signature programs, investment platforms, compliance, and custodial training
- Key member of the engagement/recruiting process delivering the firms technology demonstration to prospective advisor teams
- Liaison between the onboarding advisor teams and all supporting departments in the firm to introduce, open pathways for regular communications, troubleshoot and educate on formal process
- Developed close collaborative relationships with all the supporting firm departments working as a team to forward the company's new advisor onboarding program
Registered Representative and Licensed Insurance Agent
New York Life Insurance Company
09.2021 - 07.2022
- Investment product and insurance sales
- Client acquisition and retention through firm leads and cold-calling, networking and direct marketing
Financial Consultant
Fidelity Investments
01.2015 - 06.2021
- Responsible for the growth and maintenance of a book of business valued at over $800 million dollars
- Intensive focus on book, pipeline and opportunity management using Salesforce CRM
- Consistently met sales goals and KPI's with year-over-year high volume activity, sales and acquisition of new investment accounts and retention of the firm's high net worth investors
- Prepared and delivered retirement investment plans using proprietary firm calculators and tools
- Presented and sold investment solutions including model portfolios, mutual funds and ETFs, fixed income, annuities and insurance, college planning and charitable giving
- Provided comprehensive assistance to clients with corporate plans; rollovers, NUA and company stock plans
- Collaborated with clients on tax-efficient strategies and retirement distribution, legacy and estate planning
- Effective communicator with well-developed presentation skills
- Able to easily articulate and educate clients on complex investment products and planning concepts
- Developed productive relationships with business partners and colleagues to deliver an outstanding client experience
- Built strong relationships with clients through consistent communication and exceptional customer service.
Financial Sales & Marketing
01.2008 - 12.2013
- R.Seelaus & Co., Inc., Summit, NJ - Financial Sales and Marketing
- Morgan Stanley Smith Barney, Florham Park, NJ - Financial Advisor Associate
- The Wealth Financial Group, Cranford, NJ - Financial Services Representative
- Stephen Ng Financial Group, Short Hills, NJ - Marketing & Business Development
Telecommunications & Consulting
01.1998 - 12.2008
- Intercall, Inc. New York, NY - National Account Manager
- TnT Partners, New York, NY - Consultant
- Global Crossing, Ltd., New York, NY - Regional Manager
- Genesys Conferencing, New York, NY - Senior Account Manager
Education
B.A. - Journalism
SUNY Plattsburgh
Plattsburgh, NY01.1992
Skills
- Team management
- Training delivery (Virtual & Live)
- Teamwork and collaboration
- Relationship building
- Excellent verbal and written communication skills
Timeline
Director of Training & Advisor Practice Support
Summit Financial LLC
07.2022 - Current
Registered Representative and Licensed Insurance Agent
New York Life Insurance Company
09.2021 - 07.2022
Financial Consultant
Fidelity Investments
01.2015 - 06.2021
Financial Sales & Marketing
01.2008 - 12.2013
Telecommunications & Consulting
01.1998 - 12.2008
B.A. - Journalism
SUNY Plattsburgh
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