Nico Rutella
Saint James,NY
Summary
Motivated, disciplined, and determined individual with a strong eagerness to succeed. Demonstrated exceptional client service skills, leading to the establishment of a client referral pipeline. Excited to leverage my skill set in a stable customer service and team-oriented sales environment. Recognized for hard work and efforts by others.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Client Advisor
Rallye BMW
05.2019 - Current
- Work the showroom floor on prospective and returning customers.
- Recognized for having the highest closing ratio in the store for walk ins, phone and internet leads.
- Consistent top producer for car sales and back end average.
- Conduct needs analysis for clients to find which car and equipped options would fit them best.
- Use CRM systems to keep leads highly organized and conduct scheduled follow up to complete the sale.
- Authorized to create and manage customized quotes and deals for customers, demonstrating a high level of trust from management.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Granted orphan lease end customers to reach out as a new point of contact and help them replace their lease with another car.
- Answered incoming phone and internet leads for customers inquiring about a car that they were interested in.
Senior Account Executive
Joseph Stone Capital LLC
09.2016 - 03.2019
- Recognized for my strong worth ethic by consistently being on the phone closing deals.
- Personally maintained and managed clients relationships.
- Consistent focus on individual client needs and suitability, researching proper investment products based on clients goals and risk tolerance.
- Reviewed and analyzed client financial data to properly plan out positions that would enable them to meet their wealth portfolio needs.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Traveled throughout the country to meet with current and prospective clients.
- Trained Junior Associates on the basics of the business.
Senior Account Executive
National Securities Corporation
08.2013 - 02.2016
- Conducted extensive cold calling and generate new business as a result.
- Built a book of business in my own rep number.
- Personally maintained and managed clients relationships
- Consistent focus on individual client needs and suitability, researching proper investment products based on clients goals and risk tolerance.
- Generated new leads through various prospecting methods, which presented opportunities to sell services and build a larger client base.
- Reviewed and analyzed client financial data to properly plan out positions that would enable them to meet their wealth portfolio needs.
Account Executive
Craig Scott Capital LLC
11.2011 - 07.2013
- Successfully passed the Series 7 and 63 exams during employment.
- Reached out to more than 15,000 potential accounts each month.
- Was recognized for consistently making the most phone calls every month.
- Learned the art of cold calling.
- Interacted with prospects by asking appropriate open-ended questions to better understand needs and requirements.
- Established more than 40 new accounts for my senior broker.
- Fulfilled my obligation to become a Senior Account Executive.
Junior Stock Broker Trainee
Laidlaw & Co (UK) LTD
05.2007 - 05.2009
- Worked alongside senior team members to learn all related jobs.
- Learned the basics of cold calling by calling Dun & Bradstreet leads.
- Had to get through secretaries to get to the business owner.
- My job was to then transfer the call to a licensed broker.
Education
Associate - Finance
Valencia Community College
Orlando, FL2011
High School Diploma -
Half Hollow Hills High School East
Dix Hills, NY2008
Skills
- Client Retention Strategies
- Client Interaction
- Time Management
- Adaptable
- Great Customer Service
- Strong Computer Skills
- Cold Calling
- Problem solving
- Self Disciplined and Detail Oriented
- Critical Thinking
- Research/Due Diligence
- Financial analysis
Certification
- Series 7 License - 2012
- Series 63 License - 2012
- Life Accident Health License - 2016
Timeline
Client Advisor
Rallye BMW
05.2019 - Current
Senior Account Executive
Joseph Stone Capital LLC
09.2016 - 03.2019
Senior Account Executive
National Securities Corporation
08.2013 - 02.2016
Account Executive
Craig Scott Capital LLC
11.2011 - 07.2013
Junior Stock Broker Trainee
Laidlaw & Co (UK) LTD
05.2007 - 05.2009
Associate - Finance
Valencia Community College
High School Diploma -
Half Hollow Hills High School East
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