Michael Trezza Email & Phone Number

Santa Clara, California, Us

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews and Barron’s with 168 planner offices across the country and entrusted by more than 1.3 million clients to manage more than $300 Billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com

Santa Clara, California, Us

Provided White Glove Concierge Service to Investment, Annuity, & Life Insurance clientele, while fulfilling all accomplishments and interactions to the highest Fiduciary Standard. Lead with a solutions-oriented mindset fostering confidence with each customer relationship from prospecting & qualifying new clientele to onboarding & procurement via phone interactions & client facing settings. Performed an integral role in a customized process with producing Advisor: $35M AUM - $9M Annuity Production.• Conjoined with Advisors Excel, AssetMark, Fidelity, and all Life & Annuity Carriers to ensure client goals have been adhered to and met. • Researched and administered Client Reviews utilizing all platforms: Investments, Annuities, and Insurance.• Provided on-site support for marketing, workshop, and webinar events.

Summit, New Jersey, Us

Hand selected to lead organization in recruitment, team management, and development by fulfilling role in promoting the company’s industry - leading marketing programs and product ideas to agents and advisors. Responsibilities include relationship management & acquisition of elite advisors, C-Level executives, and insurance agents - ensuring a successful service experience, book of business retention and growth of existing business organically. Expert communication of new rollouts; providing training as appropriate in a public speaking / webinar settings.• Took charge of acquiring new advisors and cultivating relationships with existing advisors to next level of production delivering $33MM+ in annuity premium and over $540k in revenue since hire.• Duties include Identifying sales opportunities, running illustrations, product support, comparative analysis, hypotheticals, and facilitating cases with advisors from point-of sale to issuance.• Expertise in lead generation, social media prospecting, carrier/vendor relations, & business coaching.

New York, Ny, Us

Recruited to assist Branch Banking team in acquiring, developing and maintaining critical client relationships by proactively evaluating client financial needs and providing insightful solutions to help client achieve financial goals. Interface with variety of clients to evaluate current financial status and educate clients on investment and wealth building systems and processes, including retirement planning, college savings, and credit / debt management. Research and propose Financial Planning and Risk Mitigation solutions to support clients’ investment goals. Report to supervisor regarding number of clients seen and nature of issues resolved. Promote best product solutions to meet clients’ needs.• Research and analyze industry / investment data to identifying new markets opportunities and educating clients to understand market conditions and plan for potential financial impacts. • Play key role in analyzing client financial needs, presenting a financial roadmap / strategies to help clients reach investment and wealth building goals.(NYSE: JPM) is a component of the Dow Jones Industrial Average.https://www.jpmorganchase.com

Midland Park, New Jersey, Us

Experienced and uniquely talented Director of Sales. Leader of sales teams, defining strategies and lead initiatives to continually raise the bar and inspire excellent performance cultivating a highly engaged team of support staff & sales professionals. Built upon an existing framework positioning Northstar Funding as the Mortgage Industry’s growth leader and a continued Customer A+ Rated Corporation with the Better Business Bureau. Coached and developed talent structures that lead to progressive, cutting-edge approaches and outside-the-box thinking. Initiated drive and outstanding performance needed to exceed an already superlative 5 Star Rated sales experience.• Defined internal long-term Sales strategy within the broader customer acquisition strategy.• Partnered with Executives and Senior Leadership to ensure the Sales organization is best positioned to execute on overall business objectives and Company vision.• Provided Executive level leadership over a large, high-performing team of managers and phone-based sales professionals.• Defined a consistent, scalable and process-driven approach to telesales and ensuring the team is meeting and exceeding sales goals.• Identify and lead process improvements while fostering a culture of engagement and excitement that drives both high customer and employee satisfaction.• Recruit, interview, and hire loan officers and support staff.http://www.nshomefunding.comBanking Headquarters79 Hudson Street Suite 301A Hoboken, NJ 07030 United StatesBBB.org® Accredited Business Seal BBB.org® A+ Rating

Menlo Park, Ca, Us

Goal-oriented and accomplished Financial Services Professional with extensive banking, financial, and procurement experience working as an Independent Contractor for Robert Half International. Excellent organizational and detail-oriented skill set driven towards applying value and experience to meet industry specific objectives for business growth and continuous improvement. Possess uncommon ability to analyze and interpret complex financial data while delivering clear and accurate reports for informational, auditing, and operational use. Strategic thinker with exemplary customer relations service skills and the abiltiy to resolve multifactorial issues.Contract: Weichert Financial Services- Credit Financial Analyst.

NMLS-UST Licensed #825449 SENIOR LOAN OFFICER:Apply strong understanding of state, federal, and industry regulations and compliance requirements while managing full scale lending administrative services. Utilize knowledge of consumer protection laws to streamline transactions across all stages from application to close. Coordinate with loan originators, underwriters, insurance agents, appraisers, attorneys, and title companies. Analyze and apply procedures to identify and manage customer needs; perform account management processes. Perform financial modeling and forecasting, assess risk, and predict growth rates; interpret data for control and reporting requirements. • Support continuous performance excellence through providing timely statistical data analysis and interpreting accounting records to assist with risk control and reporting activities.• Leveraged strong knowledge of financial markets and fiscal services to provide best in class service to loan services customers while attaining compliance goals. • Managed multiple reports including files for Credit Risk Management, Compliance Banking Practices, and Fiduciary Interest for clients. • Held key role in this Customer A+ Rated Corporation with the Better Business Bureau. • Achieved multiple ratings as a 5 Star Rated Loan Officer as listed by Bills.com.• Serve as key administrator on Loan Sifter Program with responsibility for utilizing software enabling 80 lender organizations to attain best price for clients across varied loan scenarios. • Employed an innovative approach to secure signings for new lenders; coordinated with clients, attorneys, title companies, and lenders in meeting all deadlines.http://www.hmbcdirect.comBanking Headquarters25 Lindsley Dr Ste 209, Morristown, NJ 07960BBB.org® Accredited Business Seal BBB.org® A+ Rating

Completed duties as a Licensed Series 7 & 63 Registered Representative. Executed full scope investment trades in exchange marketplace. Built strong, trusting relationships with clients. Managed accounts and adhered to compliance regulations. Provided financial services to customers in purchasing and selling stocks, commodities, and securities. Delivered expert advice to clients to capitalize on investment opportunities. Skillfully analyzed, monitored, and researched stock performance, trade market, and corporate acquisitions. Employed fiduciary duty to protect client interests and minimize risk. Tenures include: Hornblower & Weeks, Inc. (’00 to ’01), The Regency Group (‘00), First Security Investments (’99 to ’00), Millenium Securities Corp. (’98 to ’99), R.D. White & Company (’96 to ’98), and M.S. Farrell & Co. (Trainee ’96).