Stefano Spinali Email & Phone Number

Boston, Ma, Us

MA Licensed Sales & Leasing Agent specializing in all types of residential & commercial real estate transactions. I work with home buyers to find the home of their dreams and with sellers who wish to sell their homes. I help business owners who are looking to relocate, expand, or open their 1st office, retail space, or restaraunt..as well as commercial landlords who wish to lease their space. I also help landlords & tenants with apartment rentals in East Boston, Winthrop, Revere, Chelsea… Show more MA Licensed Sales & Leasing Agent specializing in all types of residential & commercial real estate transactions. I work with home buyers to find the home of their dreams and with sellers who wish to sell their homes. I help business owners who are looking to relocate, expand, or open their 1st office, retail space, or restaraunt..as well as commercial landlords who wish to lease their space. I also help landlords & tenants with apartment rentals in East Boston, Winthrop, Revere, Chelsea, Malden, and surrounding areas. Show less

Winthrop, Ma

The Viking Pride Foundation is dedicated to supporting the financing of co-curricular events and activities in the Winthrop Public Schools for current and future generations.www.vikingpride.org

Responsible to market a diverse range of mortgage solutions for clients purchasing and refinancing homes focusing in Provincetown and the Outer Cape Cod region of Ma while building upon pre-existing relationships in the Boston area with former clients from Bank of America as well as outside referral networks with realtors, attorneys, small business owners, and Family & Friends.

Solely responsible to profile, build, and maintain a portfolio of 300 high net-worth bank clients into the Premier Banking & Investments group. Maintain a presence & partnership with retail banking center staff in the South End, City Place, and Allston Banking Centers with ongoing training to properly identify and refer qualified customers to Premier Banking. To serve as the relationship manager for each individual client through 1-on-1 meetings, frequent phone calls, and email. Utilize a team… Show more Solely responsible to profile, build, and maintain a portfolio of 300 high net-worth bank clients into the Premier Banking & Investments group. Maintain a presence & partnership with retail banking center staff in the South End, City Place, and Allston Banking Centers with ongoing training to properly identify and refer qualified customers to Premier Banking. To serve as the relationship manager for each individual client through 1-on-1 meetings, frequent phone calls, and email. Utilize a team of call center support staff to maximize client satisfaction through enhanced bank products/services and increased convenience through special, prompt, individualized transactions/services by phone. Take ownership of uncovering client concerns, address issues, and proper follow-through in fixing problems correctly and in a timely manner. Deepen each relationship through individual needs based assessment for appropriate goal-setting and proper short & long-term planning to meet goals. Assess all credit needs including mortgages, equity loans/lines, credit cards, etc as well as to recommend appropriate credit solutions, and accept/input/monitor/and close credit applications. Identify opportunities to introduce clients to various line-of-business partners when appropriate (e.g. Commercial Lending, Payroll Services, Private Clients Group, etc.) Work directly with Senior Financial Consultant partner to meet with each client to provide a comprehensive evaluation of each client portfolio to make suitable recommendations for proper asset allocation, adequate life insurance coverage, saving for college, utilization of trusts, and retirement planning. Meet with community groups such as South End Business Alliance to represent Bank of America, seek out new prospects, and create referral networks with other local business professionals. Show less

Managed the Telefund effort that was the largest contributing percentage of the College Annual Fund, raising close to $700,000 in pledges in 2000. Responsible to recruit, train, and manage a group of 30 students per semester to call Alumni. Maintained tracking estimates of nightly, weekly, and annual totals as well as comparisons to prior years. Wrote and edited calling scripts specifically tailored to the constituency being called. Also managed the Young Alumni Leadership Level Gift Program… Show more Managed the Telefund effort that was the largest contributing percentage of the College Annual Fund, raising close to $700,000 in pledges in 2000. Responsible to recruit, train, and manage a group of 30 students per semester to call Alumni. Maintained tracking estimates of nightly, weekly, and annual totals as well as comparisons to prior years. Wrote and edited calling scripts specifically tailored to the constituency being called. Also managed the Young Alumni Leadership Level Gift Program and directly solicited gifts from graduates of the most recent 10 years. Met with young Alumni individually throughout New England to cultivate relationships and assisted Alumni Relations Office in hosting Alumni donor appreciation events at Homecomings, Class Reunions, and Alumni Council/College Trustee meetings. Traveled around the country to various regional Alumni events to meet, greet, and host Alumni on behalf of the Department & the College to deepen relationships & create new ones. Show less

Bachelor Of Science, Movement & Sports Studies

Activities and Societies: •Class President 1995-2005 •Class Treasurer 1994 •Authored a popular weekly column in The Springfield Student.

Hs Diploma, College Prep

Activities and Societies: Tri-Captain of Varsity Football Conference Champion/Superbowl Finalist Team 1993, Class Marshall 1994, Class.