Anthony Amodeo Email & Phone Number

• Work with clients by using a consultative approach in order to learn their needs, goals, preferences and prior experiences.
• Analyze and interpret my customers' financial circumstances and investment objectives.
• Position appropriate products, through balanced presentations, to each client's current needs and long-term financial goals.
• Build and maintain strong client network and pipeline by cultivating long-term relationships.
• Demonstrate to clients and prospects the value of the TD Ameritrade platform, resulting in asset accumulation and retention.
• Provide objective investment guidance and knowledgeable support tailored to individual needs.

• Build and maintain strong client network and pipeline by cultivating long-term relationships.
• Maintain and grow a book size of clients below $250k in assets.
• Identify and position appropriate products through balanced presentations.
• Analyze and Interpret customers’ financial circumstances and investment objectives.
• Adheres to all compliance and risk procedures.
• Develop and nurture new business to a qualified amount before transferring to my Senior Financial Consultant.

Omaha

• Proactively market life insurance products and solutions to existing and potential producers and drive sales plans.
• Work with External Partners to uncover business opportunities and sell our line of products.
• Use understanding of sales initiatives, business plans and product features to develop and grow the market in my territory.
• Manage and coordinate lists of new leads and direct the call schedule as well as coordinate a cross-functional internal team to proactively prospect for new opportunities.
• Develop and nurture new business to a qualified amount before transferring to my External Partners.
• Coordinate activities for marketing campaigns, seminars, webinars and other marketing related projects.

• Liaison between the Financial Advisor, Clearing Firms, and Customer.
• Provide client support regarding accounts policies, services and available products.
• Assist client with their retirement needs, including a strong understanding of multiple retirement products.
• Selected to coach and mentor newly hired associated and licensed brokers.
• Consult with clients to uncover needs and financial goals that may be achieved by further utilizing company services, products or tools.

• Liaison between the Partner, Record Keeper, Third-Party Administrator and TDA internal departments.
• Contact for all conversion, money transfer files, and inquiries and provide problem resolution to inquiries as they arise.
• Strong understanding of 401K, 401K SDAs, IRA Rollovers, EGGTRAs, and Designated Brokerage.
• Ensure an affable environment with the trustee or plan representative and TD Ameritrade while cultivating a foundation for expanding the business to business relationship.

• Provided client support regarding accounts, policies, services and available products.
• Facilitated the conversion of uncovered assets; responsible for 50+ million in portfolio acquisitions to TDA.
• As part of the IPO Team, I revamped and redeveloped the procedures and training for the IPO implementation. Trained over 100 stock brokers and the supervisory team as well as outlined all guidelines for emerging and.
• Selected to coach and mentor newly hired associated and licensed brokers.

• Provided client support regarding accounts, policies, services and available products.
• Placed equity, option and mutual fund trades, provided quotes and facilitated discussions regarding equity markets, fixed income markets, international markets and economic conditions.
• Engaged client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools.