Anthony He Email & Phone Number

United States

Spearheaded strategic plans and growth initiatives to align with organizational objectives, managed people managers, facilitated business and performance reporting meetings, and collaborated closely with cross-functional teams on execution of strategic initiatives.

Directed end-to-end sales and operations functions, presented comprehensive business reporting and team performance to executive leadership, managed a team of 10 direct reports, and collaborated with cross-functional teams to optimize team productivity.

Efficiently quarterbacked diverse team operations and mentored team’s sales reps towards achieving organizational targets through quality assurance, workflow process improvements, facilitating team meetings, and sales training while continuing to exceed sales targets.

Greater New York City Area

Advised prospective clients on comprehensive insurance solutions, utilizing a consultative approach to navigate the digital buying experience within a dynamic, high-growth startup environment.

Greater New York City Area

Built a robust professional clientele network, delivering personalized financial plans aligned with individual needs, and effectively selling a diverse array of insurance and investments. Managed a book of business comprising 500+ clients, fostering long-term relationships, ensuring exceptional service, and providing mentorship to fellow financial.

Oversaw the top ten internship program in the country, ranked by Vault. The responsibilities include recruitment, onboarding, and professional development of financial representative interns in addition to helping my clients achieve financial security.

Greater New York City Area

• I assisted clients in safeguarding their assets and income through comprehensive financial planning. My responsibilities included cultivating a client base by engaging with prospective clients, conducting thorough.
• Awarded the prestigious 'Target 20' award for outstanding sales performance, ranked top 3% nationally in the internship program for consecutive years 2011 and 2012.