Salvatore Renaldi Jr.
Boca Raton
Summary
Dedicated and motivated professional with a proven track record of driving financial success for clients and increasing bottom line for employers. Committed to advancing a career within a reputable, growth-oriented company that values collaboration and innovation. Possesses strong leadership skills and a passion for continuous learning, contributing to the achievement of organizational goals while delivering tangible value and enhancing revenue. Eager to leverage expertise in a dynamic environment that fosters professional development and teamwork.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Investment Counselor
David Lerner Associates
11.2023 - Current
- Prepare plans of action for investments using financial analysis.
- Prepare operational or risk reports for management analysis.
- Review reports of securities transactions or price lists to analyze market conditions.
- Consulting with clients and prospects to assist with health and life insurance.
- Managed investment portfolios by assessing client risk tolerance
- Provided advice and guidance to clients on how to manage their investments while cultivating relationships.
High Ticket Sales Closer
Flip Secrets
03.2023 - 11.2023
- A member of the sales team for a high-ticket real estate mentorship offer. Identified the correct avatar for career mentorship and cultivated relationships to connect prospects to mentorship with the process of GAP selling. Proudly brought in over $100k in revenue for the company within six months
- Schedule appointments for sales representatives to meet with prospective customers or for customers to attend sales presentations.
- Adjust sales scripts to better target the needs and interests of specific individuals.
- Contact businesses or private individuals by telephone in order to solicit sales for goods or services, or to request donations for charitable causes.
- Deliver prepared sales talks, reading from scripts that describe products or services, in order to lead potential customers to purchase mentorship.
Managing Director / Sales Rep / Head Cryptocurrency Analyst and Trader
S.R. Capital Growth, LLC
01.2020 - 03.2023
- An investment media firm offering financing, trading, and cryptocurrency solutions and offerings.
- Offering clients financing solutions like Merchant Cash Advances, Lines of Credit, Equipment Financing, Business loans
- Public Relations solicitations for companies seeking brand awareness
- Investor Relations creating awareness for a publicly traded company called Investview, Inc
- Sold a specific cryptocurrency to potential retail purchasers via a marketing agreement with a venture capital fund (Oneiro Partners)
- Contact businesses or private individuals by telephone in order to solicit sales for goods or services
- Schedule appointments for sales representatives to meet with prospective customers or for customers to attend sales presentations.
Sales / Managing Director
R.M.L. Holdings Inc.
05.2014 - 12.2019
- An Investment Holding Company that owned and operated diabetic clinics, as well as had a controlling interest in a Marketing company that created and developed mobile websites, and sold advertising solutions to small businesses in an effort to increase their exposure and add revenue to their bottom line through advertising with our proprietary "Mobile Marketeer" Digital Magazine.
- As a certified personal trainer specializing in diabetic fitness, I worked closely with my clients in offering personalized exercise programs, developing their nutrition plans, training them utilizing proper diabetic guidelines and routines, and upselling them into our various additional program offerings.
- Sold small to mid-sized businesses on the advantages of having a mobile compatible website. Offered additional marketing services for ; Near Field Communication, Wifi, Email, and Texting.
- Sold small to mid-sized businesses advertising "space" in our proprietary mobile digital magazine.
- Led a sales team of 10 sales reps, reporting directly to the owner of the company.
- Directly responsible for an increase in revenue by more than 20% month over month for a 3 year period.
Education
No Degree -
St. John's University
Jamaica, New York, NYSkills
- Business Development
- Retirement planning
- Technical analysis
- Wealth management
- Investment strategy
- Sales Management
- Cultivating Relationships
- Investor relations
- Industry trend analysis
- Portfolio management
- Asset allocation
- Problem-solving abilities
Certification
- Series 7
- Series 63
- Florida 2-15 Health, Life & Variable Annuities
CERTIFICATES
- A.C.E. Certified Personal Trainer
- Certified Diabetes Specialist Trainer
Timeline
Investment Counselor
David Lerner Associates
11.2023 - Current
High Ticket Sales Closer
Flip Secrets
03.2023 - 11.2023
Managing Director / Sales Rep / Head Cryptocurrency Analyst and Trader
S.R. Capital Growth, LLC
01.2020 - 03.2023
Sales / Managing Director
R.M.L. Holdings Inc.
05.2014 - 12.2019
No Degree -
St. John's University