Anthony Hala Email & Phone Number

Hartford, Ct, Us

Hartford, Connecticut, United States

Hartford, Connecticut, United States

Team Lead of Broker Dealer Operations - Resource Center. Primary point of contact for VFA's High Net Worth offices. Faciliate traning for new hires, coordinate RCPS sessions, engage team to align with VFA's CI model of superior customer service. Rotate w/ Manager running daily team meetings, conduct process confirms with team members, and handle escalated matters. Help VFA Financial Advisors with assistance on an array of topics including but not limited to Alternative Investements product questions (purchases, redemptions, re-registration), 1031 and 1035 exchanges, Advisory Products/Fees, 3rd Party Money Manager accts., VFA forms assistance, Salesforce-Docupace-Albridge-VPRO navigation/support, physical Stock Certificate deposits and re-registrations, ACAT and Non-ACAT transfers, Asset/Money Movement (ACH/EFT, checks and Wires - including in-direct and direct rollovers), corporate actions/redemptions, licensing and commissions, and compliance related matters. Highly aware of DOL, Suitability, and Best Interest concepts. Series 24, 7 & 63, and SIE licensed. Studying for series 4 and 65 licenses.

Hartford, Connecticut Area

Greater Salt Lake City Area

Passed both Series 7 (10/31/15) and Series 63 (11/6/15)

Franklin, Ma

(In Progress Updating Description)Developing long term realtionships with local SMB's by Meetings are run in a consultative manner with C-Levels, where I explain how Worldwide Express' business model would help their organization. Clients are able to utilize our software platform to maximize efficiency Day to Day activities include:-B2B door-to-door cold calling -Using phones to call upon leads generated-Running Consultative meetings at C-Level-Collecting, analyzing and interpreting data -Using Excel to generate financial reports-Develop and run training sessions on our software (website)-Account Management-Maintaining an updated CRM

Fitchburg, Ma

Senior Year InternshipDuring the first half of my internship, I spent time collecting data on the public transportation system in Fitchburg and surrounding communities. I rode the public transportation (buses) and spent months surveying bus riders collecting information. The purpose of collecting the data was to see what time the buses would arrive (late/delayed or early), how high or low ridership was, finding where the highest percentage of stops were along specified routes, and public opinion on the overall experience. Every 10 years the state gets a grant to undergo this type of research. After the surveying aspect was complete, I spent the remainder of my time working on inputting the data into Excel and working on various other projects.

Bachelor Of Science (Bs), Business Administration

Activities and Societies: Sigma Alpha Pi, National Society of Leadership and Success, Business Society, Economics Club, Entrepreneurship.

Associate Of Science (A.S.), Business Administration And Management, General

Activities and Societies: Dual Enrollment during High School