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 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 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• Identify discrepancies and generate innovative solutions, while managing large-scale accounts, completing high volume transactions, and utilizing technology to maximize profitability and customer success initiatives • Exhibit excellent financial sales acumen, identifying buyers & sellers, building high-net-worth client relations, maintaining confidentiality & integrity, and attaining rapport to sustain long-term client relationships• Strategically collaborate with senior management, while delivering comprehensive presentations and reports encompassing in-depth financial recommendations to support decision-making and maximize profitability• Operate as a main contributor towards the sales & distribution side of research products, administering upgrades / downgrades, and providing insights to client account lists regarding investments• Perform account oversight, positioning, buying & selling stocks, identifying large sellers / buyers and managing P&L, while securing new client engagements and developing under-penetrated accounts Show less

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 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 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• Traded all sectors within Listed and NASDAQ markets while overseeing large institutional accounts, thus managing a diverse account base including several hedge funds and traditional institutions• Operated as 1 of the initial sales traders that successfully conceptualized & implemented the Middle Markets desk, while restructuring significant savings for Citigroup to elevate profitability• Strategically created and pitched zero-cost restructuring of Capital Markets Division to the executive board, which resulted in enhancing talent and increased productivity• Expertly sold a full range of equity services to fund managers at various types of private and institutional firms via consultative solution selling best practices• Monitored, analyzed, and distributed pertinent market data, research, and news to clients and sales associatesAchieved optimal trade execution by establishing high-quality relationships with position traders Show less

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 • 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• 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