Mark Lobosco Email & Phone Number

New York, Ny, Us

Boston, Ma, Us

Austin, Tx, Us

-Constructed, analyzed, and discussed portfolio analyses with current Advisor clients and internalcolleagues to highlight the benefits of Dimensional’s product suite.-Explored new business opportunities within existing clients and prospects by leveragingknowledge of Dimensional’s offerings, client base, competitor products, and industry trends.-Participated in internal and external client meetings, summarized key takeaways.

Us

-Utilize knowledge of investments and financial markets to resolve issues raised by mid- to high-net worth clients.-Leverage familiarity of E*TRADE product suite to identify potential business opportunities for Financial Consultants.-Analyze client portfolio reports to assist Financial Consultants in presenting new investment possibilities.

-Created strategic business development model to boost my team’s overall referral numbers.-Engaged clients in discussion to help uncover and identify new opportunities for growing assets under management in other Merrill products and services.-Collaborated with respective client-facing teams and other internal enterprise groups as needed to ensure client issues were resolved efficiently and to the client’s satisfaction.

Baltimore , Md, Us

Personal loan specialist responsible for managing new loan applications, analyzing and assessing applicant risk levels, educating customers on loan terms and conditions, facilitating loan closings, and generating new revenue from collection and solicitation calls.