Michael J. Amico
Amityville,NY
Summary
Top Account Manager and Salesman with 25+ years of progressive experience within Mortgage Brokerage, Mortgage Banking, Executive Recruitment and Business Funding industries with the skills to drive business growth and capitalize on new revenue potential. Superior Manager with 15+ years of experience managing all aspects of daily business operations, including establishing base salary and commission structures, personnel policies and procedures, while upholding governmental regulations. Exceptional leadership, organizational, communication, interpersonal, math, analytical, and problem solving skills. Thrive in both independent and collaborative work environments. Working knowledge of Microsoft Word, Outlook, Excel, Genesis 2000, Phase 3, CRM, Avatar, Salesforce and Encompass. Series 7, 63 and 66 New York State Life & Health Insurance License
Overview
15
15
years of professional experience
Work History
House Manager / CRPA-Provisional
Seafield Center
Westhampton, NY
08.2021 - Current
- Enforce rules: Ensure residents follow house rules, such as alcohol and drug abstinence, chores, and attendance at meetings
- Manage conflicts: Help residents manage conflicts
- Provide emotional support: Offer a compassionate ear to residents
- Collect rent: Collect rent from residents
- Assist with DSS paperwork for rent, food stamps and a bi-weekly cash stipend.
- Oversee repairs and maintenance for the house
- Manage inventory: Manage inventory for the house.
- Maintain systems: Maintain household systems, such as HVAC and security system
- Provide peer support, guidance, and encouragement to clients in various stages of recovery.
- Serve as a role model for individuals in recovery
- Connect patients to community-based recovery supports
- Document CRPA discussions and billing information in the Avatar Syatem.
Account Manager, Inside Sales
Dynamic Labs
Ronkonkoma, NY
08.2021 - 11.2024
- Develop relationships with Ophthalmologists, Optometrists, Opticians and Laboratories to better understand their business practices.
- Responsible for a $900,000 territory
- Developed and cultivated multiple location business opportunities.
- Find ways to maximize revenues by way of providing excellent products and pricing. '-
- Identify cost saving measures by introducing alternative products that have a longer shelf life.
- Uncovered needs by listening and communicating means tested solutions.
- Presented portal ordering technology solution to save clients time and money.
Student Loan Forgiveness Specialist
National Student Debt Forgiveness Center
Hauppauge, NY
06.2019 - 03.2020
- Work to reduce or eliminate student loan debt payments and get loan forgiveness if applicable for qualifying clients.
Account Manager - B2B Business Development
Straight Line Source
Uniondale, NY
05.2018 - 12.2018
- Identified and qualified prospective customers through research, networking, and cold-calling to present current product offerings
- Contacted potential applicants to obtain application documents, bank statements and credit documents to seek business financing on behalf of prospect
- Provided customer service in a professional manner and facilitated the transparent disclosure of sensitive information
- Answered customer inquiries regarding small business lending
- Updated and maintained customer account records
- Update customers on new products, services, modifications, and enhancements
Account Manager - B2B Business Development
Shore Funding Solutions
Melville, NY
10.2016 - 05.2018
- Made outbound prospecting calls to existing clients
- Conducted in-depth needs assessments of eligible clients
- Forecasted with reports for pipeline management
- Account management through regular follow up
- Enhanced our customer relationship-oriented approach using interpersonal skills to establish, promote, and maintain excellent customer service
- Explained costs and preparing paperwork
- Overcame technical and business objections
- Documented communications in our CRM
Senior Financial Advisor
Capital One Investing
Deer Park, NY
08.2015 - 05.2016
- Similar job responsibilities to JP Morgan Chase, with the additional responsibility of covering three branches over $100 million in combined assets under management
Private Client Advisor
JP Morgan Chase Bank, NA
East Hills, NY
09.2011 - 07.2015
- Increased assets under management from $1.5 million to $53.5 million
- Acquired and deepened relationships with clients through comprehensive needs-based marketing and promotion of investment products within our branch environment
- Worked with the Branch Team to identify client needs, analyzed customer information, defined investment goals, built plans and made recommendations for clients to achieve their investment goals and objectives through individual investment strategies while meeting asset and revenue targets
- Advised Private Banking clients with complex investment and banking relationships on asset allocation and portfolio construction for strategic and tactical decisions, as well as marketed and implemented investment solutions in accordance with the client's asset allocation, risk tolerance and time horizon
- Coached Personal Bankers (licensed) on recommendations and educated them on JP Morgan Chase’s investment products and services
- Complied with legal and regulatory requirements and guidelines associated with state insurance and securities regulators, FINRA, SEC, JP Morgan Securities LLC and JPMorgan Chase
- Demonstrated technical expertise, strong revenue results and asset growth in investments and fiduciary products, and strong interpersonal skills, as well as provided exceptional client service
Investment Counselor
David Lerner Associates
Syosset, NY
12.2009 - 08.2011
- Developed into a top producing rookie with over $13,000,000 in assets under management
- Responsible for 188 accounts, of which 131 were personally developed
- Responsible for meeting with all prospective clients before they invested
- Completed all appropriate documentation and disclosures to get a clearer idea of client’s needs, their objectives, risk tolerance and time horizon
- Made recommendations about investment choices, based on the information obtained during an initial meeting and ongoing information updates
- Responsible for prospecting for new clients utilizing trade shows, speaking engagements, seminars, networking, industry specific events (professional conferences), union meetings, face-to-face prospecting to businesses, CPAs & attorneys
Education
Brooklyn College
01.1984
Queens College
01.1983
Skills
- Microsoft Word
- Outlook
- Excel
- CRM, Salesforce, Avatar
- Series 7, 63, and 66 New York State Life & Health Insurance License
- New York State Life and Health Insurance License
References
Available Upon Request
Timeline
House Manager / CRPA-Provisional
Seafield Center
08.2021 - Current
Account Manager, Inside Sales
Dynamic Labs
08.2021 - 11.2024
Student Loan Forgiveness Specialist
National Student Debt Forgiveness Center
06.2019 - 03.2020
Account Manager - B2B Business Development
Straight Line Source
05.2018 - 12.2018
Account Manager - B2B Business Development
Shore Funding Solutions
10.2016 - 05.2018
Senior Financial Advisor
Capital One Investing
08.2015 - 05.2016
Private Client Advisor
JP Morgan Chase Bank, NA
09.2011 - 07.2015
Investment Counselor
David Lerner Associates
12.2009 - 08.2011
Brooklyn College
Queens College
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