ZACHARY STAGNO
Astoria
Summary
Motivated private wealth manager - Salesman with experience advising clients on financial decisions, closing profitable deals, and financial advice. Strong background in sales, personal relationships, understanding clients needs. Proven track record in helping clients meeting objectives and goals through sound advice and effective knowledge.
Overview
11
11
years of professional experience
Work History
Private Wealth Manager
Spartan Capital Securities
11.2020 - Current
- Daily cold calling to keep a fresh pipeline of leads and future prospects, including 800 + dials a day.
- Using sales techniques to open up accounts with new cliental to grow book of business (100 + clients)
- Co-managed $4 Million under management in a joint representation.
- $1 Million under Personal Management.
- Utilized sales techniques to build customer interest and close sales.
- Increased sales revenue by developing effective sales strategies tailored for diverse markets.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Frequently using excel sheets to manually source lists of potential prospects.
Intern
Forte Capital Group
07.2019 - 09.2019
- Answered incoming telephone calls, took down messages and provided information.
- Organized company files and created support system to decrease workload and increase productivity of account managers.
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
- Sorted and organized materials such as physical files, tracking spreadsheets and reports.
- Completed clerical tasks such as filing, copying and distributing mail.
Frieght Broker
Expidetors Logistics
06.2018 - 08.2018
- Demonstrated integrity and honesty while interacting with guests, team members and managers.
- Entered shipping information into computer system and estimated freight and postal rates.
- Checked import and export documentation to determine cargo contents and classified goods into different tariff or fee groups.
- Created documents of load plans, cargo cleanliness inspections and transportation processes.
Construction Laborer
ALAC Contracting Corporation
06.2017 - 09.2017
- Completed tear-down of existing structures and prepared for new construction
- Operated equipment such as jack hammers and drills
- Mixed porridge of catch basins and poured and sawed off concrete and asphalt
- Provided accurate measurements and estimates for all projects
- Requisitioned new supplies and equipment
- Consistently assumed additional responsibilities and worked extended hours to meet project deadlines
- Loaded and unloaded building materials used for construction
- Set ladders and scaffolds to move equipment.
Lifeguard
Trident Recreation
07.2013 - 08.2014
- Provided friendly guest service and heartfelt hospitality
- Promptly and empathetically handled guest concerns and complaints
- Demonstrated integrity and honesty while interacting with guests, team members and managers
- Maintained high standards of customer service to members during high-volume, fast-paced operations
- Cross-trained and coordinated scheduling with team members to ensure seamless service
- Reported to each shift on time and ready to work
- Performed all position responsibilities accurately and in a timely manner
- Communicated openly and honestly with the management team during each shift to ensure it ran smoothly.
Education
Bachelor of Science - International Transportation And Trade - Business
SUNY Maritime College
The Bronx, NY01.2019
Skills
- Personable and approachable
- Relationship Building
- Closing Techniques
- Negotiation
- Clear communicator of complex ideas
- Customer Relations
- Highly dependable
- Sales expertise
- Strong work ethic
- Excellent attention to detail
- Good at handling pressure
- Fast learner
Timeline
Private Wealth Manager
Spartan Capital Securities
11.2020 - Current
Intern
Forte Capital Group
07.2019 - 09.2019
Frieght Broker
Expidetors Logistics
06.2018 - 08.2018
Construction Laborer
ALAC Contracting Corporation
06.2017 - 09.2017
Lifeguard
Trident Recreation
07.2013 - 08.2014
Bachelor of Science - International Transportation And Trade - Business
SUNY Maritime College
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