Michael Bartocci Email & Phone Number

Lewisville, Texas, United States

- Manage individual relationships with high-net-worth clients- Support advisory team in overall book management strategy - Conduct proactive client outreaches and marketing campaigns- Identify potential issues with current financial plans (estate planning, beneficiaries, etc.)- Accountable for coordinating sales cycle management activities- Identify sales and asset retention opportunities - Provide client services and sales support focusing primarily on advice implementation, asset consolidation coordination and client counseling on income execution

Denver, Colorado, United States

- Course participants on their pension plans, tax deferred annuities and available investment options- Recommend and facilitate new purchases - Participated in the Intuition New Hire Project which created the training for our new hires - Helped mentor and grade 4 new hire classes

Greater Denver Area

- Cultivating relationships with high value commercial clients- Network in the community and prospect for additional business relationships- Review financial statements and conduct cash flow analysis- Evaluate collateral- refer additional financial products to bank partners

Greater Denver Area

- Responsible for all aspects of running a branch- Manage a branch that produced over $1MM in revenue annually- Personally Maintained relations with top branch clients- Was in the top 10% of Branch Managers in revenue growth in 2009 and 2011- Was in the top 20% of Branch Managers in revenue growth for 2010- Increased loan balances by over $2MM in 2012

Greater Denver Area

- Assisted the Branch Manager with the daily operations of running a branch- Assisted in hiring and training tellers and bankers

Greater Denver Area

- Opened deposit accounts, home equity loans, car loans, unsecured loans and small business loans