Peter Tamburrino, CFP®, CMFC®, CIMA®

• Distribute full product suite including ETF's, SMA's and Mutual Funds in the wirehouse division
• Produce a high volume of activity with calls and WebEx meetings
• Consistently exceed the company's expectations for contacts and won Dabbers Asset Gathering Contest

• Sell ETF's and insurance products to RIA, independent, wirehouse, and regional firms
• Consistently ranked in top 3 positions for talk time, contacts, and number of calls
• Train internals and externals on insurance products, financial planning, and business building ideas for advisors

• Concentrated efforts on building, maintaining, and servicing advisor relationships within RIA's, family offices, and private banking segments across the eastern United States
• Successfully educated and sold advisors on alternative investments; assisted with client sales

• Raised assets from regional, independent, bank, RIA, and wirehouse channels
• Performed all aspects of territory management; player coach for wholesalers
• Promoted twice in a year and a half and consistently ranked as a top producer for the company

Relationship Manager 2011-2012

• Enhanced relationships and increased sales with regional firms and family practice offices
• Developed, planned, and coordinated conferences; had products added to several recommended lists and model portfolios

Internal Wholesaler 2011

• Supported external wholesalers in all aspects of territory management and sales
• Selected by management to support up to 3 territories at the same time; ranked number 1 internal

• Created and managed financial plans for high-net-worth individuals and businesses
• Worked with business partners to secure loans and business banking and merchant accounts

• Raised assets for wirehouses and regional firms in NYC, Long Island, and CT
• Conducted product and sales training through individual sessions, seminars, workshops, and branch meetings
• Performed all aspects of territory management that exceeded expectations and led to an increase of sales by 500%
• Top external wholesaler at UBS for variable annuity sales
• Employed excellent relationship management skills which resulted in largest new producer count

Internal Wholesaler 2004-2005

• Partnered with Regional Vice Presidents to achieve sales goals
• Created and delivered formal on-boarding program which included consultative selling, cold calling, and coaching
• Top ranked internal out of 80 employees; promoted to External Wholesaler

• Provided comprehensive financial advice on an ongoing basis to successfully meet individual client and business goals
• Successfully captured and surpassed company's goal by 13.5 million and received "Top Dog" award for insurance sales

• Played an integral role in the Sculptor Project to prepare and resolve any Y2K issues
• Acted as a liaison between business and IT; received 3 "Pat" awards

Communication Associate 1999

• Provided financial guidance to individuals
• Effectively acted as a Plan Specialist for the Texaco plan and held responsibilities for Texaco Chevron and Phillips Groupo DE Mexico merger and acquisition
• Received a "Spot" award and an acknowledgment letter from the CEO due to outstanding settlement