Philip G. Email & Phone Number

Clearwater, Florida, United States

Founded in 1998, Affirmative Technologies provides industry leading ACH processing and risk management software. Our clients include financial institutions, third party payment processors, and business entities that seek an effective enterprise ACH payment solution. We give electronic payment teams the tools to: 1) Prove their Success.2) Enjoy Easy.

Tampa, Florida, United States

Oversee information hub for clients, sales support, marketing, and management regarding day-to-day operations. Orchestrate ongoing operations for assigned clients on daily basis and enhance customer retention through proactive communication, diligent issue resolution, and professional contract discussions. Stay up to date on industry trends and products.

Tampa, Florida, United States

Utilized Salesforce.com for lead, activity, and opportunity management, driving revenue growth and offering insights to leadership. Cultivated client connections to optimize call time and appointments for sales closure. Promoted company productseffectively to enhance buying experience for potential clients, customers, and resellers. Fostered collaborative.

Mid-Atlantic & Southeast Community Markets

Won the 2020 NACM Sales Executive Of The Year Award – Finastra

London, United Kingdom

Formed in 2017 by the combination of Misys and D+H, Finastra builds and deploys innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. Our scale and geographical reach means that we can serve customers effectively, regardless of their size or location—from global financial institutions to community banks and.

Tampa/St. Petersburg, Florida Area

Revitalizing business expansion, enhancing value offerings, and calculating ROI by streamlining sales procedures, upholding regional operational norms, and orchestrating strategic business development. Delivering top-notch client services, enhancing operational efficiencies, and implementing enhancements for top-tier performance. Assisting in supervisory.

Sarasota, Florida Area

Improved customer satisfaction metrics leading NPS from 20% to 78% in one branch in 3 months. Exceeded quarterly goals in deposits by 237%, while surpassing targets in lending, new business utilization, and revenue performance by over 150%. Orchestrated all facets of branch operations, such as recruitment, team management, training, and fostering employee.

Sarasota, Florida Area

Evaluated client requirements, suggested financial remedies, and provided banking services like credit, deposits, financing products, insurance, mortgages, and investments, tailored to their needs. Acted as primary relationship manager, overseeing valuable client accounts, and advising on suitable products. Orchestrated daily operations to enhance customer.

Greater New York City Area

I drove compliance with all financial regulatory requirements and Truth in Lending Act.Accelerated revenue growth, increased branch performance, and brought over $1M in investments per month for six successive months by directing operational activities, while recognizing as top performance in the region within four years of service.Selected by senior.

Greater New York City Area

Highly sought-after investment broker specializing in active portfolio management, options trading, and wealth creation.Boutique firm experience, managed and developed new brokers to initiate client relationships, organically build business, and generate monies for investment in all types of trading, i.e. options, stocks, bonds, annuities, estate planning.