Thomas Borrelli Email & Phone Number

Rochester, New York, United States

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Rochester Area, New York

I am responsible for maintaining excellent customer service while exploring solutions for our members. I generate, process and book consumer loans and home equity loans as well as originate mortgage loans. I oversee the operational activities of the branch and explore opportunities outside the branch in our local community.

I took inbound sales calls and followed up on leads to qualify potential sales. The I provided quotes and information to the prospect and completed the order.

I prospected for potential clients, then consulted with them to uncover needs which I could assist them with. If I found other needs I could not fulfill I would recommend they address that need and maintained a network to refer them to. I recommended financial products and service including life insurance, annuities and a combination of variable products.

Raleigh-Durham, North Carolina Area

Captive Agent with NYL. I prospected for clients through networking, leads and events. Great company! Great Training!

Raleigh-Durham, North Carolina Area

Printed and electronic marketing sales. I maintained a book of business and prospected for clients using a consultive sales approach I designed suitable advertising programs and utilized my creative design skills to help create artwork and planned positioning for given advertising.

Raleigh-Durham, North Carolina Area

Managed processed between clients, sales and production. Maintained positive client relationships. Created and maintained billing process. Managed production facility. Performed HR functions such as interviewing, hiring, payroll and coaching. Often assisted other sites as needed. I was exposed to many different industries such as Law Firms, Architectural Engineers, FEMA, Builders and Clinical Research.

Raleigh-Durham, North Carolina Area

I was responsible for the daily operations of the retail store. Headed up customer service training and development. Operated the cash office. Performed HR functions including interviewing, hiring, payroll and coaching. Maintained the copy center and assisted other departments as needed.

Bachelor Of Business Administration (B.B.A.), Economics

Certificate, Small Business Administration/Management