MICHAEL R. PISANO
Smithfield,RI
Summary
Highly motivated Investment Consultant with proficiency in retirement plans, asset allocation and sales. The nature of my role is not only to drive activity and sales amongst my core segmented advisors, but also to be a student of the investment sales industry. I am highly coachable and adaptive to any scenario I am put into and pride myself on my quality execution, presentation skills and passion for personal growth.
Overview
4
4
years of professional experience
Work History
Sr. Regional Investment Consultant – Defined Contribution
FIDELITY INVESTMENTS
Smithfield
08.2023 - Current
- Promoted to Senior Regional Investment Consultant
- Deepened Financial Advisor relationships
- Demonstrated Sales and Investment Acumen
- Executed over $350M in sales year to date through intermediaries with a penetration rate of 72% across segmented clients
- Executed highly against Winning Behaviors with over 109% of sales conversations and 134% of daily interactions.
- Point man for questions amongst DCIO peers
- Delivery of DCIO business objective to ISDP Program and Investment Analytic contacts
Regional Investment Consultant – Defined Contribution
FIDELITY INVESTMENTS
Smithfield
01.2022 - 08.2023
- Delivery of best in class investment solutions
- Strategically supported and cultivated a territory of 12 states through outbound discovery, delivery, and consultative calls
- Sharpened skills related to the Defined Contribution and Benefit space, including 3(21), 3(38), Fiduciary Screening tools and Plan Sponsor relationships
- Built and maintained relationships with Recordkeeping partners through strategy calls, referrals and learning their platforms and services.
Inside Sales Development Program
FIDELITY INVESTMENTS
Smithfield
06.2020 - 01.2022
- Analyze and construct numerous portfolio reviews and hypothetical illustrations during zoom meetings with financial advisors
- Fielded more than 1,000 inbound calls from financial advisors while probing for business objectives and uncovering unstated opportunities
- Initiated and expanded sales pipeline of over $50M in new asset opportunities for Regional Investment Consultants.
Education
Bachelor of Science Degree in Sport Management -
ISENBERG SCHOOL OF MANAGEMENT, UNIVERSITY OF MASSACHUSETTS
05.2020
Skills
- Relationship Building
- Sales Proficiency
- Revenue Generation
- Pipeline Management and Generation
- Quantitative Analysis
- Business Development
- Mentorship
- Problem-Solving Skills
Recognition
- Several EP Ratings
- H1 Quality and Execution, 07/2023
- Promoted to Senior Regional Investment Consultant, 08/2023
- SALES Desk MVP, 12/2023
- Circle of Excellence Recipient, 01/2024
Licenses and Certifications
- Series 7, 09/2020
- Series 63, 09/2020
- SIE Licensed Professional, 09/2020
- Certificate in Alternative Investments - iCapital, 07/2022
Timeline
Sr. Regional Investment Consultant – Defined Contribution
FIDELITY INVESTMENTS
08.2023 - Current
Regional Investment Consultant – Defined Contribution
FIDELITY INVESTMENTS
01.2022 - 08.2023
Inside Sales Development Program
FIDELITY INVESTMENTS
06.2020 - 01.2022
Bachelor of Science Degree in Sport Management -
ISENBERG SCHOOL OF MANAGEMENT, UNIVERSITY OF MASSACHUSETTS