Anthony Amodeo Email and Phone Number
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Anthony Amodeo personal email
Anthony Amodeo is a VP, Financial Consultant at Charles Schwab at Charles Schwab. He possess expertise in customer service, strategic planning, sales, leadership, sales management and 11 more skills.
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 20505
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Vp, Financial ConsultantCharles Schwab Dec 2022 - Present
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Vp - Financial ConsultantTd Ameritrade Jan 2020 - Present• 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. -
Financial ConsultantTd Ameritrade Apr 2017 - Jan 2020• 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. • Using a consultative approach with clients, in order to learn their needs, goals and experiences I am able to position appropriate and personalized products tailored to each client. • Provide objective investment guidance and knowledgeable support tailored to individual needs.
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Internal WholesalerPacific Life Insurance Company May 2016 - Apr 2017Omaha• 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. • Proactively build and strengthen relationships and generate interest with the product line. -
Senior Retirement Services RepresentativeBancwest Corporation Mar 2014 - May 2016• 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. -
Relationship ManagerTd Ameritrade Institutional May 2013 - Mar 2014• 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. -
Registered Representative-PremierTd Ameritrade Apr 2010 - Mar 2013• 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 premier departments. • Selected to coach and mentor newly hired associated and licensed brokers.
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Registered Representative-EmergingTd Ameritrade Nov 2008 - Apr 2010• 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.
Anthony Amodeo Skills
Anthony Amodeo Education Details
Frequently Asked Questions about Anthony Amodeo
What company does Anthony Amodeo work for?
Anthony Amodeo works for Charles Schwab
What is Anthony Amodeo's role at the current company?
Anthony Amodeo's current role is VP, Financial Consultant at Charles Schwab.
What is Anthony Amodeo's email address?
Anthony Amodeo's email address is an****@****ife.com
What schools did Anthony Amodeo attend?
Anthony Amodeo attended University Of Nebraska-Lincoln.
What are some of Anthony Amodeo's interests?
Anthony Amodeo has interest in Landscaping, Baseball, Falco.
What skills is Anthony Amodeo known for?
Anthony Amodeo has skills like Customer Service, Strategic Planning, Sales, Leadership, Sales Management, Retirement Planning, Coaching, Business Development, Series 7, Series 63, Term Life Insurance, Life And Health Insurance Licenses.
Who are Anthony Amodeo's colleagues?
Anthony Amodeo's colleagues are Jacob Winkler, Timothy Nestorak, John Elliott, Addis Aklilu, Alexander Meissner, Mina Zarich, Rishi I.
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Anthony Amodeo
Executive Director 🔹 Treasury Management Strategy Consultant 🔹 Coo For $2.5B Sales Team 🔹 Tech, Media & Telecom Specialist 🔹 Payments And Liquidity Product Manager 🔹 Launched Real-Time Payments @ BofaGarden City, Ny
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