Jp Bartolomeo Email & Phone Number

New Jersey, United States

New Povidence, Nj

Every day, we work to save and enhance lives through organ and tissue donation and provide support to the families of those who gave the Gift of Life. Organ donation is a gift that that has no price tag.NJ Sharing Network is federally-designated, 501(c)3 non-profit organ procurement organization (OPO) that facilitates the gift of life through the recovery and placement of donated organs to those waiting a life-saving transplant.

Colts Neck, Nj

Our MissionTo Honor the service of our military families and service members.To Appreciate their sacrifice.To Inspire our community about the price of freedom.The military families we support are stationed at Naval Weapons Station Earle in Colts Neck, NJ, Marine Corps Recruiting NWS Earle, the Marine Combat logistics Battalion at Red Bank, Nj, and the Marine Air Group-49 at Joint Base Maguire Dix Lakehurst. 100% of every dollar raised goes to our American Warriors that protect us daily.

Colts Neck Nj

New York, United States

As a Financial Advisor, I provided expert guidance and innovative solutions for the comprehensive planning needs of individuals, families, and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.THE IMPACT I DELIVERED INCLUDES:• Grew book of business from $12M to $35M by establishing and cultivating trusting relationships with clients and providing overall product and service value and differentiating support offerings to address customer needs.• Increased client acquisitions and referrals by developing and conducting seminars. As a result of COVID19 pandemic, pivoted approach to acquiring new clients by planning and hosting virtual roundtables.

New York, United States

Title: Financial AdvisorCompany Name: STIFELLocation: New York, NYTime Period: 2018 – 2020As a Financial Advisor, I managed accounts in accordance with clients’ investment objectives and maintain and grew assets under management. In addition, I delivered investment experience to clients and provided actionable advice, market insight and reporting on investment results.THE IMPACT I DELIVERED INCLUDES:• Boosted assets under management from zero – $12M by building and maintaining strong relationships with clients and delivering differentiating support and overall product and service value.• Improved brand equity and awareness by establishing and cultivating relationships with Brookdale Community College and Monmouth University.

New Jersey, United States

As the Senior Managing Director and Office Principal, I oversaw all aspects of day-to-day business operations for the New Jersey office. I served as the Producing Manager for a $25M production office. In this role, I provided guidance and support to 12 sales and support professionals in the New Jersey office.THE IMPACT I DELIVERED INCLUDES:• Ranked ‘Top 3 Producer’ for nine (9) consecutive years by allowing a degree of risk well below firm allotment and establishing and cultivating trusting relationships with clients.• Steered New Jersey office to become the top satellite office in country (1 out of 8) by creating the company’s differentiated value proposition to transcend the competition.

Sales

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services

Education record