Anthony Fortunato, Cima® Email & Phone Number

Melville, New York, United States

Melville, Ny

For over 30 years, we have been a trusted partner for financial advisors. We deliver innovative, high quality investment products and support solutions that enable you to focus on helping your clients achieve their investment objectives.If you would like to learn more about products and services we offer, visit our website at www.aamlive.com, or give me a call at (631) 424-6831 ext. 1

-Used financial resources such as Bloomberg, Barron’s and Financial Times to provide associates with morning commentary, highlighting important happenings within the industry.-Demonstrated communication and sales skills by contacting prospects to understand specific investor needs in order to effectively convert prospects into clients. -Worked alongside a team of ten members in a high paced environment where I demonstrated teamwork, poise and time management skills.-Established and achieved weekly goals regarding dials, contacts and leads.-Helped clients recognize their investment objectives and establish effective advice to achieve those objectives.-Increased market knowledge as well as understanding of products and services offered by the firm.

-Trained on the Bloomberg Machine, a top-of-the-line financial, regulatory, and market database. -This allowed me to analyze stocks for buying and selling opportunities. This information was supplied to supervisors and clients on a daily basis. -Using skills in Microsoft Office I developed and implemented a 4000+ potential client marketing campaign achieving our goal of signing 1%. -Personally communicated with clients, giving them status updates of their portfolios and identifying mutual fund opportunities for investment consideration. Analyzed each mutual fund from a pool of securities and identified strong investments.-Strengthened skills in time management and learned the importance of meeting deadlines. -Delivered all work product on time throughout the process of developing the potential client campaign. -Developed an outline for a marketing brochure in two days.

Bachelor Of Science (Bs), Financial Information Analysis

Education record