Thomas P. Bellos Ii Email & Phone Number

Troy, Mi, Us

Troy, Mi

Securities registered IAR (Series 6, 63, 65) & Life/Health Insurance licensed in the state of Michigan. Helping to provide financial security through insurance & investments by placing our clients needs first through education and providing the right financial strategies. Our practice is built on the premise of developing client relationships based on integrity, accountability and exceptional service.

12900 Hall Rd, Suite 435, Sterling Heights, Mi 48313

Spearheaded startup of company headquarters as well as two additional branch office locations. Developed procedural guidelines and employee handbook. Negotiated vendor agreements and contracts, including lease agreements with lessors. Administered weekly and monthly cost analysis and profitability reports. Handled monthly reconciliation analysis and reporting for company bank accounts. Responsible for designing and approving all sales/marketing materials and advertising expenses. Oversaw day to day operations and overall aspects of company.Managed 14 employees.Generated $750,000 in revenue within first year of business.Responsible for strategic planning, pricing and comparison analysis.Developed proprietary accounting and financial analysis reports (light reconciliation).Customer pricing and order inflow cost analysis as to reduce expenses and increase profitability.Created and designed company wide websites.Coordination and implementation of residential and commercial client pricing structures.Supervised, audited and reconciled multi-million dollar escrow account.

Licensed commissioned financial advisor for New York/Toronto based investment firm. Investment portfolio of $35 Million in assets under management and 400 individual and retirement plan accounts. Responsible for evaluating client investment needs, building relationships and delivering the appropriate investment products and services to meet their goals and objectives. Increased client base by 40% in first year.Small business and corporate 401k retirement plan accounts ranging from 1 to 200 employees.Facilitated quarterly public investment seminars to drive sales higher and to increase company market share.

Licensed commissioned investment advisor for large Midwest/Northeast bank. Helped cultivate and grow financial relationships with focus on mutual funds, annuities and long term investment planning. Clients consisted of existing bank customers, bank employees, individuals and corporations within six bank branch locations. Increased revenue by 30% in local Oakland County territory.Consistently in top twenty percent of quarterly sales within region.Managed over 275 clients with approximately $20 Million in assets under management.Implemented successful "Lunch and Learn" programs at branches within territory.