Carlo Montagnese, Csp Email & Phone Number

The postings and opinions on this page are my own and do not necessarily represent Sagen’s position.With 25 years of varied Financial Sales, Service and Leadership roles, I'm always looking to build on my teams capability towards creating the most exceptional client/Member experience possible while ensuring to maintain an engaging and challenging work environment. I accomplish this by following an approach that I created with a former team of mine a few years back, that was intended for our customers at the time, but it correlates to working with any team as well. I call it the GPS approach. It focuses on clear, transparent 2 way communication in which we identify 2 key pieces of information to start with;1. Where are you now? 2. Where do you want to be? (What are your Goals?)Once these are identified we work out a plan together to get you there and then stay in constant and consistent communication to ensure they stay on track!My vast financial services experience includes primarily in branch Retail Sales and Sales leadership, however has included Head Office Operations, Wealth Management, Small Business, Creditor Insurance and most recently Mobile Sales. At the end of the day I am a people person who enjoys helping, coaching, mentoring others to get the very best out of them and see them succeed. I act on this day to day by focusing on their strengths vs opportunities. Here are my own strengths as identified through Strengthfinders 2.0;http://youtu.be/lsCaTapfhhk Top 10 Strength Themes#1. Strategic#2. Positivity#3. Maximizer#4. Relator#5. Self Assurance#6. Woo#7. Includer#8. Analytical#9. Context#10. Futuristic

Listed skills include Banking, Retail Banking, Mortgage Lending, Credit, and 39 others.