Charles Perosio Email & Phone Number

Thousand Oaks, Ca, Us

Greater Los Angeles Area

Manage new and existing relationships with financial advisors in the Independent Advisor and RIA channel. I organize meetings and present our tools, insights, investment vehicles, and resources.-> Run territory and manage new and established clients while performing sales presentations to advisors and advisors’ clients. -> I have successfully grown the territory by using a systemized process, analyzing competitors, strategic planning, applying our intellectual capital.-> Highly adept at building and nurturing professional relationships, leveraging exceptional interpersonal skills, trustworthiness, and effective communication to establish lasting connections with clients, partners, and colleagues.-> Proficient in territory management, utilizing strategic planning, market analysis, and sales techniques to optimize coverage, and expand market share-> Proven expertise in team management, with a track record of building and leading team members, setting goals, and facilitating effective teamwork

Served as key team member in covering advisors for US Trust/Bank of America Private Bank channel of ultra-high net worth clientele. Established and maintained strong relationships with advisors to position our institutional equity and fixed income investment strategies to continually drive sales growth. Key Accomplishments:• Creatively built sales strategies to finish over goal in 2005 and 2006• Co-created and implemented s detailed contact/pipeline system through Excel to help prospect and target key advisors

Worked with a team of 3 advisors with over $300 Million in AUM and the 2003 Registered Rep magazine “Outstanding Broker Award” winner. Developed new client base through a referral network of our existing clients. Ensured client retention by providing client service and systemized account servicing program. Key Accomplishments:• Consistently exceeded established team contact and cross product sales goals.• Appointed to the company’s elite associate financial advisor team dedicated to helping new financial advisors across the U.S. transition their large book of clients to the company.

Managed a book of over 150 existing client accounts at a local branch while successfully generating new leads of new clients and additional assets from existing clients. Assist clients on a face-to-face basis with technically retirement and investment questions.Key Accomplishment:• Executed strategic sales techniques while exceeding target quarter client acquisition quotas.

Bachelor Of Science, Business Administration

B.S. in Business Administration

Bachelor Of Science - Business, Business Administration And Management, General