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.

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.
• 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..
• 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.
• 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.

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.
• 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.

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.

• 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.
• 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.

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.