Gregory J Bonzagni Email & Phone Number

Greater Boston Area

Registered Representative of Sammons Financial Network LLC., Member FINRA, 8300 Mills Civic Pkwy, West Des Moines, IA 50266[3931688]

Responsible for all aspects of managing a team of up to 20 wholesalers covering all channels selling variable annuities, fixed annuities, equity indexed annuities, and a mutual fund custodial IRA platform. During my tenure at the firm I was successful at motivating my team to produce the highest level of sales amongst the divisions: $7B+ in total sales.Responsibilities included:• Design and execution of sales strategies to ensure proper coverage of territories and focus firms for wholesalers.• Coached wholesalers on continual improvement of core competencies in order to deliver maximum results.• Assisted with many of the special projects that led to our success: Implementation of Salesforce.com, improving sales reporting metrics, business plan templates, Meeting Planning Process, internal sales desk training, etc. • Managed multiple million dollar budgets.• Launching a new product to market, Select Advantage IRA, raising $1B in first 10 months of 2010. Contributed to development of marketing materials, BD sales pitches with national accounts and training of internal and external wholesalers.

Led the implementation of sales strategies to increase sales with insurance company clients and oversaw the wholesaling team assigned to the sub-advisory services group. Responsibilities included:• Coordinated alignment between national accounts, marketing and wholesaling to ensure effective client coverage. • Developed and managed the execution of internal and external wholesaling strategies.• Managed relationships with key sales personnel at client firms.• Created many of the marketing materials used in co-branding efforts with clients.•Client relationships comprised of $40B+ in AUM. Effective time management, exceptional interpersonal and communication skills with clients, prospects and JPM home office were key drivers to managing a successful team.

Promoted V.I.T and sub-advised products to insurance companies where MFS was on the platforms. Goal was to increase market share within the insurance-based products. Responsibilities included:• Established and managed relationships with top-producing wholesalers and divisional managers at client firms in order to gain access to selling opportunities.• Monitored changes in portfolios and investment strategies in order to develop timely sales campaigns relevant to market trends and client offerings.• Analyzed competition with-in different products in order to uncover sales opportunities and to know where MFS was most competitive.• Assisted in training new wholesalers.Working as a team player, sharing ideas, and always willing to go the extra mile also contributed to being named Western Divisional MVP in 2002 and 2003.

Responsible for increasing sales of mutual funds and privately managed accounts, within a territory of more than 2000 potential clients, by strengthening existing and developing new profitable relationships.Strong interpersonal and communication skills, being a team player adaptable to any situation, and continually striving to learn about the markets and improve sales skills led to surpassing client expectations and exceeding sales goals. 2000 sales: $120,000,000, top 25 %. Inside Wholesaler, Southern California/Hawaii October 1998 – April 1999• Primary responsibility was selling proprietary mutual funds and variable annuity products to new and existing clients.• Pro-actively managed and cultivated sales territory through professional telephone sales activities.• Proved the ability to work as a team player in a fast paced environment.• Unparalleled work ethic, high level of professionalism, accompanied by the ability to prioritize multiple tasks effectively all led to excelling at this position in a short period of time.