Business Owner
American Portfolios Financial Services Inc. is a fullservice financial institution. Based in Holbrook, N.Y., the institution offers an array of financial services, such as personal financial and retirement planning, securities trading and mutual funds. Additionally, it provides access to investment research, longterm care planning, insurance products and taxfree investing. The institution provides feebased asset management solutions through its subsidiary, American Portfolios Advisors Inc. American Portfolios Financial Services Inc. is a member of the Financial Industry Regulatory Authority FINRA and Securities Investor Protection Corporation SIPC.
Enthusiastic, efficient, and hands-on sales professional, with a results-driven focus on lead generation, pipeline management, account management and customer satisfaction. Dedicated to attracting new business and securing customer retention to enhance organizational performance. Skilled at identifying the critical nature of prospect needs and preparing solutions to address these needs. Extensive experience communicating and collaborating with vendors, contractors, architects, and sales personnel to produce high-quality projects that maximize customer satisfaction. A well-recognized reputation for incorporating personalized product recommendations. Adept at utilizing technology and resources to meet projected sales goals. Experience with PQM, CRM, OMS, Excel, and Microsoft Suite. Personally, I have always been a ambitious sales professional. My career has been a consistent record of success by all indicators: increase of market share; generation of new business, increased profitability, and network building. My achievements are a direct result of my belief, that success in sales comes not from luck, but from strategically-planned, well-managed endeavors aimed to prioritize short and long-term goals to execute all projects in a timely manner.
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