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Maree Moscati is the CEO of Copytalk, a transcription service dedicated to meeting the security and privacy needs of the financial services industry. Before assuming leadership of the firm in 2012, Maree spent decades in the industry, first as a financial planner, then as a coach for others as a regional sales manager, and later as a president and CEO in wealth management and trust services.Maree was named “10 Best CEOs of 2021” by Industry Era Magazine, as one of the “Inspirational Business Leaders to Watch-2022” by The Tycoon Magazine, and as a top tech leader by MYTECHMAG. In 2018, the Bank Insurance and Securities Association inducted Maree into its Hall of Fame and gave her a Lifetime Achievement Award.A graduate of the Laboratory Institute of Merchandising, Maree completed all certified financial planner courses at Florida State University. She held the FINRA Series 24, 7, and 63 licenses and has earned the coveted Shared Assessments Certified Third Party Risk Professional (CTPRP) designation. Under Maree’s leadership, Copytalk has become the premier provider of secure mobile dictation to hundreds of top financial institutions and prominent enterprises in other sectors.Maree understands that personal integrity and trustworthiness are what enable investment professionals to succeed, and she and her firm are dedicated to helping financial advisors meet their commitments to clients. Grateful to the mentors who helped her throughout career, Maree now spends considerable time coaching and inspiring younger generations, especially younger women, who are looking to have rewarding and meaningful careers in financial services and technology.
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Chief Executive OfficerCopytalk Apr 2012 - PresentSarasota, Fl, UsCopytalk's Mobile Scribe service makes documenting all your important information faster and easier than ever before. Pick up your phone, dial Copytalk, and dictate the details of your meeting, your to do list, reminders, email drafts, or any other information you want to capture. Use our mobile application for the same at-your-fingertips dictation on your smartphone or other mobile devices. Within a few hours, we deliver your transcribed text via email, secure download, or through automatic integration into many popular CRMs. Copytalk helps ensure that your data is protected by using exclusively U.S. facility-based transcriptionists. Copytalk - Life Securely Noted -
CeoCopytalk Llc Apr 2012 - Present
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CcoStratstone Financial - Cco Jan 2011 - Dec 2015
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President & Ceo / National Sales ManagerMotorsports Management Group, Llc. Jan 2007 - Jan 2011Joined start-up management group with projected annual revenues of $400,000. Assumed all strategic and day-to-day operations and finance management responsibilities, Recruited, trained and mentored team of 58 to grow the business. Accountable for developing and executing business growth strategy. Overview: Grew revenues from $400K to $3.5 million with exceptional 48% profit margin (industry standard margin is 20%). Media coverage including a feature on CNN, Good Morning America, Travel Channel's Andrew Zimmern Bizarre World. -
President & CeoColonial Wealth Management Jan 2006 - Feb 2007Recruited to revitalize a failing division which had been losing money for 2 years. Inherited demoralized team that lacked direction and was not respected throughout the company. Managed 75 employees across 7 states and built partnerships with other company divisions. Established growth strategy, and overhauled all policies, processes and systems in order to engineer turnaround.Overview: Transformed business, turning $2 million loss into $1 million profit within 11 months, and growing annualized revenue from $1 million to $178 million in 11 months. Strategy included:Worked hard to reestablish damaged relationships with divisional presidents and build relationships with attorneys and CPAs - increased referrals to 50% of total business.Turned around under-performing team through new vision, improved communication and empowerment. Cut annual turnover from 65% to less than 5%.Instilled a new focus in the team, challenging them to focus only on profitable clients.Boosted assets under management (AUM) by $900 million in 13 months.Restructured division, redesigned organization and reorganized compliance and operations departments.
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Senior Executive Vice PresidentThe South Financial Group/Mercantile Bank Jan 2005 - Feb 2006Wealth Management
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Vice President, Divisional Sales ManagerSouthtrust Securities Jan 1994 - Feb 2005Originally hired as a broker with Griffin, which was the broker-dealer arm of Savings of America. Earned a number of promotions and stayed with the company after the acquisition by South Trust Securities. Managed 6 sales managers, 68 investment officers and 58 sales reps across 198 branches and 2 states.Developed in-house, 2-year training program for investment officers in life insurance sales and led the entire firm to record-breaking sales levels as a result.Built and led exceptional team, boosting productivity-per-investment-officer by 38% and quickly reducing employee turnover.Boosted profit margins from 18% to average of 38-42% and consistently achieved top-performing sales in both Florida and California.
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Registered Rep/ Assistant District ManagerEquitable Financial Jan 1987 - Jan 1994Worked extensively in the women's market and pioneered a program with Long Island University with their "Pre-Retirement Education Planning " (PREP) program. Also designed, implemented and held educational programs "For Women Only, A Financial Awareness Workshop"
Maree Moscati Ceo Skills
Maree Moscati Ceo Education Details
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Florida State UniversityCertified Financial Planner Courses -
Laboratory Institute Of MerchandisingBusiness Management
Frequently Asked Questions about Maree Moscati Ceo
What company does Maree Moscati Ceo work for?
Maree Moscati Ceo works for Copytalk
What is Maree Moscati Ceo's role at the current company?
Maree Moscati Ceo's current role is CEO Copytalk.
What is Maree Moscati Ceo's email address?
Maree Moscati Ceo's email address is ma****@****alk.com
What is Maree Moscati Ceo's direct phone number?
Maree Moscati Ceo's direct phone number is +195465*****
What schools did Maree Moscati Ceo attend?
Maree Moscati Ceo attended Florida State University, Laboratory Institute Of Merchandising.
What skills is Maree Moscati Ceo known for?
Maree Moscati Ceo has skills like Strategy, Investments, Financial Services, Wealth Management, Executive Management, Leadership, Sales Management, Start Ups, Management, Securities, Insurance, Series 7.
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