Joseph Rossi
Chicago,Illinois
Summary
Experienced business development and sales executive with proven ability to drive revenue through multi channel sales strategy and an emphasis on organization. Highly motivated and curious to learn about relevant topics and improve
Overview
7
7
years of professional experience
Work History
AVP, IP Lending Origination & Execution
Aon
06.2021 - Current
Originated, underwrote, structured, documented, closed, and monitored portfolio of structured insured debt facilities. Assisted with raising capital for active and prospective borrowers
Financial Advisor
Merrill Lynch
04.2017 - 05.2021
Sourced and advised high net worth families and business owners on their financial planning needs. Built comprehensive financial plans and investment proposals tailored to the specific needs of prospective and existing clients
Education
Certificate, Venture Capital: Pre-Seed to Exit -
University of Cambridge Judge Business School
2023
Business Finance With Certificate in Entrepreneurship -
University of Illinois-Chicago
2017
Skills
- Business Development
- Revenue Generation
- Sales Coaching
- Direct Sales
- Internal Communications
Service Experience
- UIC Alumni Association, Alumni Outreach committee
- UIC Baseball / Lettermen's Club, Athletic Fundraising
- Kohl's Children Museum, Development Board Member
Activities
- Intensive pre-season team-building and leadership program run by former U.S. Army and Marine personnel (15 Total weeks)
- UIC NCAA Division 1 baseball participant
- Association for Corporate Growth, Member
- Opus Connect, Member
- University Club of Chicago Member, Chairman of Business Development Society
- FENG (Financial Executives Networking Group)
Interests & Activities
Reading, Golf, Travel, and Music/Film. Targeting reading two books per month and traveling to a new country every year.
Timeline
AVP, IP Lending Origination & Execution
Aon
06.2021 - Current
Financial Advisor
Merrill Lynch
04.2017 - 05.2021
Certificate, Venture Capital: Pre-Seed to Exit -
University of Cambridge Judge Business School
Business Finance With Certificate in Entrepreneurship -
University of Illinois-Chicago