Teresa DiLorenzo
Boca Raton,FL
Summary
Talented President with excellent Business development, customer service and analytics skills coupled with more than [Number] years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.
Overview
24
24
years of professional experience
1
1
Certification
Work History
President/Branch Manager
Distinctive Financial Services/LPL Financial
12.1997 - 07.2011
- Enhanced company performance by implementing strategic plans and overseeing daily operations.
- Developed strong business & marketing plans to drive new business and attract a younger more proactive Client base.
- Streamlined organizational processes by evaluating current systems and implementing improvements.
- Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
Account Executive
Gilman & Ciocia/Royal Alliance
01.1992 - 10.1997
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Hired as a Financial Planner I was thrust into Tax Preparation.
- Attended National Endowment for Financial Education while learning on the Job; to get a formal base of Income Tax Preparation knowledge. Ultimately earning the Accredited Tax Preparer Designation
- Continued my studies at night (began in 1990 The American College) and received the ChFC & CLU designations and others through out the years
Investment Representative
Pamco/Liberty Financial
06.1988 - 12.1992
- Increased client satisfaction by providing exceptional customer service and addressing their investment needs.
- Developed strong relationships with clients for long-term retention and increased assets under management.
- Assisted clients with portfolio management, resulting in improved diversification and risk mitigation.
- Educated clients on various investment products, allowing them to make more informed decisions about their finances.
Account Executive
Investors Center
08.1987 - 04.1988
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities
- Cold called and met with clients personally
Education
Finance, Economics And Securities Laws & Products
The American College
Bryn Mawr, PA01.1990
Associate of Arts - Liberal Arts And General Studies
Nassau Community College
Garden City, NY05.1981
Cosmetology
Ultisima Beauty Institute
Babylon, NY06.1976
High School Diploma -
Farmingdale Senior High School
Farmingdale, NY05.1975
Skills
- Business Development
- Branch Management Registered Securities Firm
- Business Planning and Development
- Advertising & Marketing attracting new clients
- Regulatory Compliance
- Serving Clients Investment & Advisory needs
Certification
ChFC, CLU, ATP. CEP,CBDC
Timeline
President/Branch Manager
Distinctive Financial Services/LPL Financial
12.1997 - 07.2011
Account Executive
Gilman & Ciocia/Royal Alliance
01.1992 - 10.1997
Investment Representative
Pamco/Liberty Financial
06.1988 - 12.1992
Account Executive
Investors Center
08.1987 - 04.1988
Finance, Economics And Securities Laws & Products
The American College
Associate of Arts - Liberal Arts And General Studies
Nassau Community College
Cosmetology
Ultisima Beauty Institute
High School Diploma -
Farmingdale Senior High School
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