Michael Dalfonzo Email & Phone Number

Greater New York City Area

• INSTITUTIONAL ACCOUNT MANAGEMENT | REVENUE OPTIMIZATION | RISK MANAGEMENTCLIENT ENGAGEMENT | ROI MAXIMIZATION | FINANCIAL INSIGHTS | COSTING & BUDGETING
• Execute a multi-faceted role, administering coverage for institutional accounts with a focus on hedge funds, while increasing revenue on key accounts by over (100%)
• Consistently generate year-over-year growth while exceeding expectations and maximizing return on investment as a performance-driven, sell-side professional, thus… Show more INSTITUTIONAL ACCOUNT MANAGEMENT | REVENUE.
• Consistently generate year-over-year growth while exceeding expectations and maximizing return on investment as a performance-driven, sell-side professional, thus enhancing ROI via optimal trading strategies
• Recognized for earning increased responsibilities and promotion during tenure, while performing conflict resolution and account reviews by leveraging knowledge of wallets and account performance
• Maximize (ROI) for clients while managing an account list, supporting budget processes with large accounts, forecasting revenue, structuring goals, and aligning services with client requirements

Greater New York City Area

• TALENT & PRODUCTIVITY OPTIMIZATION | PROFIT GROWTH | RELATIONSHIP BUILDING CONSULTATIVE SOLUTION SELLING | MARKET SHARE ENHANCEMENT | CLIENT ENGAGEMENT
• Generated revenue in excess of ($12M) annually; increased & optimized market share on focused accounts (30%); and covered several hedge funds ranking in the top (20) of listed commissions paid to the firm
• Acted as a liaison between institutional clients, broker-dealer clients, and over-the-counter traders to facilitate trade… Show more TALENT & PRODUCTIVITY OPTIMIZATION | PROFIT GROWTH | RELATIONSHIP BUILDING.
• Acted as a liaison between institutional clients, broker-dealer clients, and over-the-counter traders to facilitate trade executions, while cultivating long-term relationships with high-level executives from key accounts
• Built mutually-beneficial relationships with the customer base via market knowledge and relationship management expertise, while exceeding revenue targets and business goals
• Provided clients with deep analysis, evaluations, market insights, order flow, arbitrage, and fundamental ideas, while executing several private exchange transactions regarding convertible securities

Greater New York City Area

• SALES OPTIMIZATION | RELATIONSHIP MANAGEMENT | LARGE RETAIL ACCOUNT MANAGEMENT
• Initiated new customer engagement, while substantially increasing sales and the firm's client footprint through introduction of new relationships and revitalization of existing accounts
• Covered middle-tier institutional and large retail accounts, trading NASDAQ equities while managing morning Research Call Ideas, as well as mid-day Market Color Call broadcast for all retail branch locations
• … Show more SALES OPTIMIZATION | RELATIONSHIP MANAGEMENT | LARGE RETAIL ACCOUNT MANAGEMENT
• Displayed a unique ability for combining product knowledge with a superior insight into market dynamics to create revenue producing concepts Show less

Greater New York City Area

• INSTITUTIONAL ACCOUNT MANAGEMENT | COMMISSION GENERATION | CLIENT CONSULTANCY
• Steered & directed institutional accounts based in London trading U.S. equities (both Listed and NASDAQ), while generating commissions in excess of ($10M) annually
• Consulted clients on trading best practices while contributing to daily client-facing tasks including collating market color and general sales calls by following industry best practices

Greater New York City Area

• INVESTOR MANAGEMENT | HIGH NET-WORTH CLIENT MANAGEMENT TRADE DISCREPANCIES RECONCILIATION
• Operated as an order clerk, while handling an active investor division with high net-worth clients, completing complex options and equity strategies in an optimum manner
• Delivered order execution for Listed / NASDAQ equities & options, reconciling all trade discrepancies