Brian Palmisano Email and Phone Number

• Analyze and forecast clients’ financial position to identify affordable compromises and develop effective strategies for clients to manage debt.

• Drive firm growth through identifying, researching and recruiting experienced financial advisors with an insurance focused business model, helping to ensure the firm is meeting its growth metrics.• Planning, developing, and managing talent acquisition processes and strategies.

• Analyze and forecast clients’ financial position to identify affordable compromises and develop effective strategies for clients to manage debt.• Evaluate and verify bank/credit statements, financial reports and credit reports to determine client risk.

• Educate, strategize, and successfully sell advertising programs through a high volume of outbound 100% phone-based sales calls.• Manage a pipeline of clients ranging from dentists to restaurant owners, adapting product recommendations quickly to suit client needs with the use of Salesforce CRM.• Provide quality customer service, becoming an expert in advertising solutions.

• Analyzed financial reports, bank and credit statements, credit reports and other information to determine the expected customer risk and keep records of customer interactions with the use of Salesforce CRM• Utilized computer technology to handle high call volume, resulting in 100% customer satisfaction.• Ranked first place in company several times for monthly deals and/or debt volume.• Improved service quality and increased sales by developing a strong knowledge of company offerings.• Provided quality customer service by maintaining a prominent level of accuracy and ensuring appropriateinformation was provided to all departments in a timely manner.• Ensured consistent focus on company financial goals, generating between $1 to 2.5 Million in total debt amount enrolled on a monthly basis, exceeding expectations and contributing to company success.• Received several accolades and awards from senior management based on my business results, support of team leadership, and proficiency as a skilled multi-tasker.

• Coordinated and managed day-to-day operations of community engagement grant from the NYSDOH Bureau of Tobacco Control (BTC) to accomplish science-based tobacco control actions.• Interfaced with community members, organizations and decision-makers at every level; built support and lead efforts to address the grant initiatives of Tobacco Point-of-Sale Marketing; Tobacco-Free Outdoors; Smoke-Free Housing. • Created a tobacco free outdoor education campaign for municipalities and large employers resulting in 13 municipal policies designating tobacco free outdoor parks, playgrounds, entryways and 4 large businesses designated 100% tobacco free grounds. • Sustained educational communication with local and state elected government officials to help achieve continued support of NYS Bureau of Tobacco Control program goals and program funding.• Established and maintained community educational communications, including social media, web-site content, promotional materials and events, resulting in the reduction of adult and youth smoking rates. • Developed / managed yearly workplan and budget.

• Conducted comprehensive financial planning to include in-depth reviews of clients' financial status and future goals; analyzing information and preparing plans best suited to individual client requirements.• Created, implemented, and continually reviewed a plan that included strategies designed to help clients pursue their long-term goals.• Communicated complex information to clients to make them aware of their options, counseling them in the assessment of the relative qualities of different investments. • Formulated / executed business development strategies, resulting in the acquisition of new clients. • Built a practice of 50 clients, achieving client satisfaction and loyalty through excellent service.• Acquired $7 Million in new assets, resulting in the designation of number one performer in the country. • Completed all 6 modules for the Certified Financial Planner Designation CFP,Fundamentals, Investment, Retirement Tax, and Insurance, while focusing on new client development. Honors and Achievements:• “Mercury Award”- requirement of 20 client/$35,000 GDCAchieved 22 clients/$75,000 GDC• “First Year Top Achiever”- requirement of 40 clients/$75,000 GDC Achieved 42 clients/$175,000 GDC . Ranked #1 in the United States in production of business. • Achieved Level 3 status (35 plans/$140,000 GDC) within 6 months

• Worked with Men’s Basketball Program, organizing practices and planning game strategies.• Developed teamwork and leadership skills, advocating team success; worked with each student-athlete to maximize their individual skill development.• Director of summer basketball camp- Organized all aspects of a weekly day camp including instruction, organizing schedules of staff, scheduling of events and speakers, accountability.

Tim O’Toole Basketball Academy Summer Camp, Fairfield, CT 2004-2005Associate Director • Organized all aspects of a weekly day camp with over 650 participants, including instruction, organizing schedules of staff, scheduling of events, marketing and promotion, accountability.• Identified individual development opportunities, resulting in specific action plans.

• Worked with Men’s Basketball Staff, organizing practices, planning game strategies; providing day-to-day coaching assistance, successfully balancing personal academic and team accountabilities. • Managed video exchange process, developing proactive play opportunities.• Assessed opponents’ offensive/defensive tendencies, identifying strengths and weakness of each player, resulting in a competitive advantage.• Assisted in the development of scouting reports.• Academic advising of study hall requirements including setting up, collecting and monitoring players’ goal sheets, ensuring all met academic goals and standards.• Created a comprehensive database of all CT high schools, establishing a foundation and a platform to operate from, resulting in the identification and recruitment of top talent.• Maintained a commitment to individual improvement of the players’ workout routines, pushing for team success, developing teamwork and leadership skills in congruence with the overall mission of the team.• Assisted with team travel arrangements.• Assisted in the implementation of S.T.A.G.S. Reading Program, a Community Service in which men’s basketball team and coaches traveled to 50 local schools to promote literacy awareness and anti-bullying.