Michael Barlettano
Hockessin,Delaware
Summary
Results-driven business owner with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
20
20
years of professional experience
1
1
Certification
Work History
CEO/Owner
The Barlettano Group
08.2021 - Current
- Managed an insurance brokerage agency and FMO of over 250 agents in all 50 states and Puerto Rico.
- Recommended and sold an array of life insurance products, Medicare products, ACA products, and Annuity products.
- Worked closely with insurance and annuity carriers to develop products best suited for our clients. Worked closely with a carrier to develop a new instant decision IUL for working class clients.
- Developed many relationships with several IMOs to ensure the highest contracts for our agents and the best products for our clients.
- Elevated brand visibility and market share with launch of highly successful digital marketing campaign.
- Represented our organization at industry conferences and events.
State General Agent
American Income Life
04.2017 - 08.2021
- Ensured compliance with all legal requirements pertaining to insurance policies sold by keeping abreast of changes in legislation that may impact products offered or business practices employed.
- Managed risk effectively by adhering to stringent underwriting guidelines set forth by regulatory bodies throughout all transactions conducted within the agency''s purview.
- Educated clients on insurance policies and procedures.
Owner
The Surf And Turf Truck
08.2013 - 03.2017
- Managed day-to-day business operations.
- Grew the company from a single food truck to two trucks plus two brick and mortar locations
- Winner of several awards including the number #19 food truck in the entirety of the United States.
Broker
Standard Credit Group
06.2010 - 10.2012
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and market updates.
- Brokered various products included credit indices, tranches, and options.
Executive Director
UBS
02.2007 - 10.2010
- Ran Global Index Tranche Trading
- Principle market makers for CDXIG, CDXHY, and LCDX Tranche Trading
- Brought UBS from unranked to #2 in index tranche trading league tables
- Responsible for starting the credit index options desk
- Helped develop and create the LCDX index as well as the tranche trading associated with it.
Associate
Citigroup
06.2004 - 02.2007
- Ran North American Index Tranche Trading
- Structured and traded bespoke portfolio tranches ranging in structure and complexity.
Education
Bachelor of Science - Economics (Honor's Program), Finance (CFA)
University of Richmond
RichmondCertification
Previously held Series 3, 7, 24, 55, and 63 Licenses.
Life and Health Producer Licenses
USCG Certified Captain
Timeline
CEO/Owner
The Barlettano Group
08.2021 - Current
State General Agent
American Income Life
04.2017 - 08.2021
Owner
The Surf And Turf Truck
08.2013 - 03.2017
Broker
Standard Credit Group
06.2010 - 10.2012
Executive Director
UBS
02.2007 - 10.2010
Associate
Citigroup
06.2004 - 02.2007
Bachelor of Science - Economics (Honor's Program), Finance (CFA)
University of Richmond
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