Patrick Lanini
Parker,CO
Summary
Fast learner with the desire to succeed and perform in any role. Provide a genuine and professional customer service experience to provide relative sales solutions to clients to build repeat and referral business. Enjoy being part of a team that thrives and builds on each other's knowledge and success. Growth and development are top priorities for myself and for anyone reporting under me. Motivated financial advisor with experience advising clients on investment strategies, retirement planning and financial planning.
Overview
14
14
years of professional experience
Work History
Associate Financial Advisor
Gateway Services Group (Bellco Advisor)
2022.02 - Current
- Conducted in-depth financial analysis to identify areas of potential growth or risk within clients'' portfolios.
- Collaborated with senior advisors on complex cases, contributing valuable insights and expertise.
- Managed calendar and schedule for senior advisor.
- Expanded client base by generating referrals from satisfied clients and conducting targeted outreach initiatives. Grew our lowest producing branch from 24 referrals a year to 15+ referrals each month.
- Conducted annual reviews with clients to uncover additional sales opportunities. Held on average 5 reviews per week with a conversion rate of 70% for additional assets.
- Hit $25,000 GDC month within first 90 days of taking sales role.
Sr. Financial Specialist
Bellco Credit Union
Lone Tree , CO
2018.12 - 2022.02
- Networked to increase client base and encourage existing clients to expand financial assets within the credit union.
- Conducted detailed financial reviews for personal and business clients to sell appropriate products to fit client's needs.
- Maintained high cross sale over 4.5 units per new member at the credit union. Ex: Direct deposit, money market accounts, CDs, refinance current loans.
- Prepared and proofread reports detailing operations activities for branch management.
- Presidents Club winner.
- Managed loan pipeline of over $3,000,000 month to month.
Manager
Sprint Corp.
Littleton , CO
2018.04 - 2018.12
- Meet with each associate to establish strong and attainable sales goals for the month.
- Provided elevated customer experience to generate loyal and referral clientele.
- Set up and schedule monthly sales events for the store to boost monthly numbers and beat sales goals.
- Train and develop existing staff to prepare them for their future career path within the company. Train on operations and sales development.
- Manage store schedules to make sure needs of business were met throughout the day.
- Delegate tasks to make sure store image and operations are exceptional.
Sales Supervisor
Sprint Corp.
Littleton , CO
2016.10 - 2018.04
- Developed sales strategies and established procedures for new employees.
- Analyzed sales data and behaviors to set monthly quotas and assess potential areas of growth.
- Acted as store manager when manager was not on duty.
- Connect with customers and manage the traffic on the floor during peak hours.
- Resolve customer escalations and address in depth customer issues.
Lead Retail Consultant
Sprint Corp.
Denver , CO
2014.05 - 2016.10
- Engaged deeply with customers to build and sell solutions that fit and solved customer needs.
- Consistently exceeded sales quotas month over month.
- Handle customer escalations and provide a premium customer service experience.
- Assigned work to team members based on company needs, personal strengths and job knowledge.
- Performed opening and closing duties including cash handling, daily cleaning tasks, and organization of the sales floor.
Social Care Escalations
Sprint Corp.
Englewood , CO
2013.04 - 2014.05
- Handled high level escalations for the company and was required to provide "out of the box" solutions.
- Solutions were to keep profitability and customer loyalty high.
- Interacted with customers across multiple platforms including phone calls, emails, and social media.
- We were in charge of resolving high level issues for consumer and business accounts at Sprint.
- Handled on average 30 support tickets per day.
Sprint National Sales Support
Sprint Corp.
Englewood , CO
2012.04 - 2013.04
- Provided support to all sales channels that sell Sprint cellular services.
- Handled requests from several accounts and retailers both corporate and indirect to Sprint.
- Investigated in depth customer account issues and provided resolutions to generate more sales for the company.
- Handle customer service issues over the phone to assist customers that were currently in store.
Projectionist And Floor Support
AMC Theaters
Parker , CO
2010.01 - 2012.04
- Handled projector and film maintenance to make sure films ran on schedule.
- Basic Linux knowledge needed for programming the digital feeds for previews and films.
- Performed floor management and sales assistance between show times making sure other tasks in the theater were completed.
- Gained the regional record for most new membership sign ups when AMC launched a new customer rewards program.
- Provide an excellent customer service experience to each guest.
Education
High School Diploma - undefined
Chaparral High School
Parker, CO2010
Skills
- Consulting
- Verbal and written communication
- Extensive pipeline management
- Sales and marketing
- Staff management
- Negotiation
- Strategic financial planning
- Lead generation and conversion
- Series 7, 66, life and health licenses
- LTC certified
Timeline
Associate Financial Advisor
Gateway Services Group (Bellco Advisor)
2022.02 - Current
Sr. Financial Specialist
Bellco Credit Union
2018.12 - 2022.02
Manager
Sprint Corp.
2018.04 - 2018.12
Sales Supervisor
Sprint Corp.
2016.10 - 2018.04
Lead Retail Consultant
Sprint Corp.
2014.05 - 2016.10
Social Care Escalations
Sprint Corp.
2013.04 - 2014.05
Sprint National Sales Support
Sprint Corp.
2012.04 - 2013.04
Projectionist And Floor Support
AMC Theaters
2010.01 - 2012.04
High School Diploma - undefined
Chaparral High School
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