Daniel Gioia

• Resolved tenant conflicts, enhancing resident satisfaction and community relations.
• Analyzed business aspects in various departments while developing opportunities for growth.
• Managed and monitored changes in business data.
• Interviewed staff regarding changes in their workflow or client relationships.
• Assessed whether the business was ready for new growth.
• Compiled and presented reports on findings to executives and staff, supporting client outreach in new markets.
• Fulfilled requirements for business deals and other business obligations while selling products and services provided by the business.
• Cultivated relationships with related businesses, strengthening B2B partnerships and opportunities.
• Financed business growth decisions by doing such things as obtaining loans, funding, and/or grants or finding the capital within the company's assets.
• Determined the value of financial decisions while contributing to creative discussions and decision-making about the business' future.
• Encouraged other employees and customers to take part in growing the business by showing enthusiasm for your work and maintaining a positive attitude.

Identified client needs and recommended appropriate financial products.

• Developed client relationships through regular communication and follow-ups.
• Collaborated with team members to create effective sales strategies.
• Account Acquisition, Sales, Operations, Buy-ins , Fed Wires, balancing, ADR's,ETFS. Analyzed hard stocks and rate changes using Bloomberg, Loanet, and DTC. Cultivated professional relationships through networking activities to enhance industry connections.

• Goal-Driven account manager with repeated success generating company revenues on a nationwide scale.
• Generated multimillion-dollar revenue for various companies and organizations.
• Achieved sales distinction and consistently surpassed quotas by selling complex securities, loans, and mutual funds.
• Determined customer's financial service needs and prepared proposals to sell service that address that need and gathered customer or product information and prepared forms or agreements to complete sales.
• Sold services or equipment and services to clients such as trust, investment or check processing services, while presenting information explaining technical products or services to customers.
• Contacted potential customers to promote products and developed referral leads through sales and trade meetings with commercial clients.
• Reviewed business trends to advise customers on fluctuations and created presentations on financial services to attract new clients.
• Specialized in Financial Services Sector
• Account Acquisition & Management
• Strategic account planning
• Constructive B2B & B2C Sales
• Deal Negotiations
• Cold Calling
• Support Operator
• Delivered engaging presentations to potential clients
• Prepared detailed proposals for client services
• D.T.C & Fed-Wire Technology trained
• Risk Evaluation
• Sales Force Development
• Compliance (RESPA/GFE, HOEPA)