Summary
Overview
Work History
Education
Skills
Timeline
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Richard DellItalia

Little Neck,NY

Summary

I have been on medical leave since 2002. I am now ready to rejoin the workforce.

Overview

8
8
years of professional experience

Work History

Discount Investment Broker

CitiCorp Investment Services
New York City, NY
01.1999 - 06.2002
  • Managed intake of stop-loss RFPs, fulfilled RFPs from internal underwriting team and preferred partners, tracked RFP performance and made recommendations to management for changes to products and policies.
  • Investigated resources of potential buyers to determine pay expected costs.
  • Drove sales by following up with leads and new customers through outbound calls.
  • Fostered positive business relationships to promote continued interest in [Type] products and services.
  • Read financial publications to remain informed about trends affecting market conditions.
  • Identified customer financial service needs to prepare proposals and sell services.
  • Created and implemented strategic trading approaches.
  • Arranged sales between buyers and sellers, acting as representative for [Type] party.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Presented financial plans to clients based on analysis of financial status and goals.
  • Identified potential investment opportunities for clients by reviewing stock and bond reports.
  • Contacted prospective customers to present service options and explain details.

Series Seven Licensed Investment Banker

First Cambridge
New York City, NY
03.1996 - 05.1998
  • Conducted reviews of client account reconciliation, daily holdings and cash balances to facilitate proper escalation of issue resolution.
  • Completed outbound calls to solicit business and revenue for investment and mortgage department.
  • Created [Number] presentations and pitch books for client executives and boards to provide financial and strategic advice.
  • Maintained precedent transactions and trading comparables databases in [Software].
  • Presented business valuation, capital markets and M&A strategic advice to panels of seasoned professionals.
  • Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.
  • Stayed up to date on regulations and lax laws affection each fund to prevent management impropriety.
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.

Series Seven Licensed Investment Banker

Redstone Securities
New York City, NY
03.1994 - 02.1996
  • Conducted reviews of client account reconciliation, daily holdings and cash balances to facilitate proper escalation of issue resolution.
  • Completed outbound calls to solicit business and revenue for investment and mortgage department.
  • Created [Number] presentations and pitch books for client executives and boards to provide financial and strategic advice.
  • Maintained precedent transactions and trading comparables databases in [Software].
  • Stayed up to date on regulations and lax laws affection each fund to prevent management impropriety.
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.

Education

Associate of Arts -

Kingsborough Community College of The City University of New York
Brooklyn, NY

Skills

  • Financial analysis
  • Statement Reconciliation
  • Profit management
  • Investor relations
  • Risk limit determination
  • Bloomberg Professional
  • Risk mitigation
  • Market trends
  • Stock trades
  • Markets research
  • Workplace training

Timeline

Discount Investment Broker

CitiCorp Investment Services
01.1999 - 06.2002

Series Seven Licensed Investment Banker

First Cambridge
03.1996 - 05.1998

Series Seven Licensed Investment Banker

Redstone Securities
03.1994 - 02.1996

Associate of Arts -

Kingsborough Community College of The City University of New York

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Richard DellItalia