Joseph Longo
Cherry Hill,NJ
Summary
Strategic experience across business development, financial operations, and client relationship management. Skilled in forecasting, negotiations, and pricing strategy, with a record of improving profitability, strengthening vendor partnerships, and driving sustainable revenue growth. Brings a client-focused approach to complex financial and operational decisions.
Overview
6
6
years of professional experience
Work History
Director of Business Development Operations
J&G Floral
Cherry Hill, New Jersey
05.2021 - Current
- Managed client relationships, pricing strategies, sales, and customer acquisition to drive revenue.
- Led strategic business decisions and operational planning, aligning logistics to support sustained business growth.
- Directed business development operations, enhancing pipeline management, forecasting accuracy, and reporting efficiency.
- Oversaw financial operations, budgeting, expense management, and business profitability.
- Developed and nurtured supplier and customer relationships, ensuring product quality and enhancing operational efficiency.
- Directed purchasing, vendor negotiations, inventory management, and product distribution.
Assocaite wealth advisor
Prudential
Malvern , PA
04.2025 - 04.2026
- Build and manage diversified wealth management book of business of 20M+ using tailored asset allocation strategies that support strong client retention.
- Guided clients through complex financial products and investment strategies, translating technical details into informed decisions.
- Collected and reviewed client financial data to deliver personalized, comprehensive financial planning recommendations, enhancing client understanding and engagement.
- Work with senior advisors to shape investment strategies aligned with client goals, risk tolerance, and time horizon.
- Monitored market trends, product updates, and regulatory changes to safeguard and enhance client portfolios.
- Use knowledge of cash flow, retirement, insurance, and estate planning to provide holistic, relationship-focused guidance.
Education
BBA - Finance
Neumann University
Aston Mills, PA05-2025
Skills
- Financial planning
- Portfolio analysis
- Asset allocation
- Investment research
- Client relationship management
- Sales strategy development
- communication
- Vendor negotiations
Timeline
Assocaite wealth advisor
Prudential
04.2025 - 04.2026
Director of Business Development Operations
J&G Floral
05.2021 - Current
BBA - Finance
Neumann University