Michael Morelli
Financial Advisor
ORMOND BEACH,FL
Overview
10
10
years of professional experience
2
2
years of post-secondary education
Work History
Financial Advisor
Prudential Advisors
Daytona Beach, FL
02.2022 - Current
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Facilitated new client onboarding process and investment account setup.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Sales Representative
Spectrum
Palm Coast, FL
08.2021 - 03.2022
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
- Retained excellent client satisfaction ratings through outstanding service delivery.
General Manager
AT&T Communications
Palm Coast, FL
08.2012 - 08.2021
- Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
- Maximized operational excellence mentoring personnel on management principles, industry practices and company procedures.
- Developed and maintained relationships with customers through account development.
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency.
- Provided thoughtful guidance to personnel in navigating and resolving snags in productivity.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Designed modern employee recognition program which boosted productivity and improved morale.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies.
Education
Bachelor of Science - Agricultural Economics
University of Florida
Gainesville, FL 05.2009 - 03.2011
Licensing
2-15
SIE
Series 7
Timeline
Financial Advisor
Prudential Advisors
02.2022 - Current
Sales Representative
Spectrum
08.2021 - 03.2022
General Manager
AT&T Communications
08.2012 - 08.2021
Bachelor of Science - Agricultural Economics
University of Florida
05.2009 - 03.2011
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