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, Successful Audits.3) Manage Unlimited, Scalable Growth.4) Protect their Company and Customers.5) Stay Compliant, Avoid Losses, Reduce Costs.6) Grow Revenue with Accuracy, Intelligence, and Expertise!

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 and address customer needs.Selected Accomplishments: Successfully onboarded new clients, managing transition process smoothly. Conducted regular account reviews and identified upsell opportunities, contributing to increase in revenue from existing clients. Managed portfolio of key accounts effectively, exceeding quarterly sales targets.

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 team environment by exchanging best practices.Selected Accomplishments: Surpassed monthly revenue goals by effectively targeting customer segments and achieving company-set productivity and service benchmarks.

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 credit unions.We bring deep expertise and an unrivaled range of pre-integrated solutions spanning retail banking, transaction banking, lending, and treasury and capital markets. With a global footprint and the broadest set of financial software solutions available on the market, Finastra has $2.1 billion in revenues, 10,000 employees and over 9,000 customers, including 48 of the top 50 banks globally.

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 capacities for delivery operations under tight timelines. Selected Accomplishments: Enhanced organizational productivity and professional development by training, coaching, and motivating staff on core sales conversion behaviors. Spearheaded recruitment efforts to source top talent and successfully led a team of 20 inside sales advisors to achieve business success and sales objectives.

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 growth for front and back-office staff. Ensured strict compliance with financial regulations and the Truth in Lending Act.Selected Accomplishments: Collaborated with specialists to enhance client services, wealth management, and mortgage origination. Identified key areas for improvement and proposed process improvements to boost sales effectiveness and market share. Recognized by senior management as the top producer in personal banking and the second-best in branch perfor-mance within the region.

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 contentment, ranging from front-office retail operations to private client services. Selected Accomplishments: Achieved sustainable business growth by securing over $10M in new business within initial six months and surpassing quarterly sales targets by over 110%.  Fostered essential partnerships with financial specialists within SunTrust network, enhancing relationships and unlock-ing new avenues for business expansion.  Oversaw compliance with regulatory and licensing prerequisites, recognized by SunTrust for meeting qualification standards mandated by Loan Originator Compensation rule of Truth in Lending Act.

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 $1M in investments per month for six successive months by directing operational activities, while recognizing as top performance in the region within four years of service.Selected by senior management to direct the Southwest Florida launch of the private client program piloted in NYC.Established sustainable relationships of trust through open and interactive communication with clients, personal bankers, tellers, and specialists (Mortgage Bankers, Private Client Advisors, and Business Relationship Managers).Acknowledged as #1 Private Client Banker in district (#3 in Southeast market) for select group of Chase’s affluent clients ($.5M and up on deposit).Improved NPS scores by over 300% in a three-month period as well as arranged more than $10M in investment deposits to stimulate a major retail bank branch from last ranking in the district #26 to #8 within the first six months of employment.

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, and wealth management.Consistently delivered above-average market results by actively leveraged financial reports, analyzing data, and tracking the support and resistance of the market.Utilized options, metals and ETFs to hedge and profit from gain or loss in customer’s portfolios.Providing training, coaching, development and motivation for direct reports and supporting personnel.