Michael Balzano Iii Email & Phone Number

Massachusetts, United States

3 Allied Drive, Suite 303, Dedham Ma 02026

Contingency based work. • Credit Card Merchant Audits• Commercial Property Benefits• Cell Phone Audits• Energy Deregulation & Audit Services• Freight/Parcel Audits• Manufacturing (R&D) Credits & Incentives• Property Tax Reviews• Waste Disposal and Recycling Audits• Workers Comp Insurance Audits

Sharon

We work to provide every home owner the ability to lower their electrical costs, take control of their electricity bill and to lower their carbon foot print. We are the largest privately owned solar country in the country and have been in business since 1994.

New York/Greater Boston Area

New York/Greater Boston Area

Agera Energy is a leading supplier of electricity and natural gas; serving residential, small business and large commercial /industrial customers across the United States.

Southeastern Ma/Ri

MetLife ResourcesMetLife Resources, a division of Metropolitan Life Insurance Company, is focused on providing retirement programs and financial services to healthcare, education, governmental and other non-profit employers and their employees. MetLife Resources offers clients an industry leading combination of strength, selection, and service. Products sold in this market segment under tax code 403(b), 457 and 401(a) are traditionally referred to as the TSA Market. MetLife Resources is a division of Metropolitan Life Insurance Company (MLIC). New York, NY 10166. Securities and investment advisory services offered through MetLife Securities, Inc. (MSI) (member FINRA/SIPC) a Registered Investment Adviser. One Research Drive, Suite 205C, Westboro, MA 01581. MLIC and MSI are MetLife Companies.

• Generate and qualify leads, utilizing outside referral sources (attorneys, accountants,etc.), networking, community marketing, and cold calls. • Create detailed investment & retirement strategies for a wide range of clients.• Strong knowledge of financial markets, financial services, investments and securities laws.• Sales and marketing of stocks, bonds, separate accounts, mutual funds, annuities, and life insurance.• NASD Series 7 and Series 66 licensed. MA, RI. NH, FL. GA. IL. CT. NY. MI. ME. VT• Life, Accident & Health -MA

Sold pension administration, investment strategies, bundled 401(k) and non-qualified executive retirement plans to corporate accounts with Leads generated through consultants and corporate bankers.• Consistently grew revenue in a start up territory to over $1.6M in 2003.• 116% of $300K quota in 01 - $500K rev. in 02 - $770K rev in 03• Arch Wireless – bundled defined contribution $65M in assets, 5,000 participants.• HP Hood - bundled defined contribution $45M in assets, 1,300 participants. • Cott Beverage – bundled defined contribution and defined benefit $20M.• Lowes Corp & Circuit City – non-qualified trusts.

Sold bundled 401(k) and pension administration to Fortune 1000 corporate sponsors in the mid –west marketplace. Focused on plans with assets of $40M-$750M.• Eclipsed $1M in fee revenue first year in territory. 118% of 850K quota in 98• Wallace Computer Services – bundled defined contribution $425M in assets, 6,500 participants.• Oxford Automotive – master trust/custody, investment mgt. & actuarial $60M in assets, 11 defined benefit plans.