Mark D. Email & Phone Number

Serve as the primary, long-term contact for the firm’s clients, building trusting and professional relationships with our clients. Responsible for educating clients to give them a clear understanding of their investment portfolios, capital markets and retirement planning options.

St Petersburg, Florida, United States

Monitors help desk and branch office service lines for retirement plan department. Assists associates with solving escalated issues regarding transactions, policy and procedures and regulatory questions for internal departments. Provides complete and accurate information to reduce liability and risk to the firm. Answers and responds to phone, instant.

Tampa/St. Petersburg, Florida Area

Assist new and existing customers with service requests including investment selection, financial calculations and loans. Review retirement plan regulations and explain options for annual contributions, withdrawals and rollovers to customers. Consult with customers on current holdings and retirement time horizon and refer to financial advisers when.

Tampa/St. Petersburg, Florida Area

Performed all inbound call-center sales and customer service duties. Utilized multiple computer and phone systems, intranet and FAQs to assist customers with service and sell products. Reviewed financial transactions and reconciled credit card charges for customers. Assisted customers with web site navigation, package tracking and password resets.

New Haven, CT

Created budgets for all new programs and grant proposals. Regularly monitored expenses and income to ensure adherence to approved budgets and grant requirements. Reviewed and approved all payment requests. Reviewed and approved biweekly payroll, and allocated employee hours across funding sources. Reviewed and approved month-end financial reports..

Shelton, Connecticut

Responsible for inside and outside sales to individuals and businesses. Performed outbound phone prospecting, inbound call servicing. Obtained prospect information and prepared forms or agreements to complete account opening. Administered fact finders and created short-term and long-term goals. Conducted comprehensive portfolio reviews to reevaluate.

Darien CT

Provided full-service banking services to high value customers. Identified potential business through customer service interactions. Performed outbound phone prospecting, inbound call servicing and sales consultations. Cross sell products using reactive and proactive sales techniques. Consulted with customers regarding needs and recommended banking.

Fairfield Connecticut

Selected as one of 16 bankers to implement a new high net worth banking product in the NY tri-state area. Drive business growth through aggressive sales initiatives targeting high net worth clients of the bank. Developed and maintained sale pipeline, grew relationships and sales volume, established new accounts and developed client loyalty. Conducted.

Responsible for inside and outside sales to businesses, entrepreneurs and public groups. Cold-calling and organizing client acquisition seminars. Scheduled and facilitated client meetings. Restructured insurance, investment, and medical coverage. Trained associates on product features and sales tactics.

Master Of Business Administration - Mba

Bachelor Of Science