Summary
Overview
Work History
Education
Skills
Timeline
Generic

Robert Dionisio

Shirley,NY

Summary

Results-driven Business Finance Advisor with a proven track record in consultative sales and exceeding revenue targets. Expertise in relationship building and strategic partnerships to drive growth.

Overview

7
7
years of professional experience

Work History

Business Finance Advisor

ROK Financial
Great River, New York
04.2021 - 05.2026
  • Engaged with warm inbound leads and conducted consultative sales conversations
  • Presented and explained financial products and solutions clearly and professionally
  • Managed the full sales cycle from initial contact to close
  • Met and exceeded monthly revenue and performance targets
  • Funded 200 units per year on average

Business Finance Advisor

National Business Capital
Hauppauge, New York
04.2019 - 03.2021
  • Managed end-to-end new business deals, ensuring thorough execution and client satisfaction.
  • Established strategic partnerships, enhancing referral clientele and revenue streams.
  • Conducted 100-200 cold calls daily to identify and engage potential clients.

Education

Bachelor of Arts - Economics

City College of New York
New York, NY
05-2017

Skills

  • Financial product knowledge
  • Consultative sales
  • Prospecting techniques
  • Strategic partnerships
  • Time management
  • Sales strategy

Timeline

Business Finance Advisor

ROK Financial
04.2021 - 05.2026

Business Finance Advisor

National Business Capital
04.2019 - 03.2021

Bachelor of Arts - Economics

City College of New York
Robert Dionisio