Sales Management

SALVATORE J. ASTA, JD

** ******* *****

Montvale, NJ 07645

p: 201-***-****

e: ******@*****.***

Attorney:

Highly skilled attorney with 10+ years of experience in the financial

sector expertise in trial preparation, legal research, and court

proceedings. Experienced in the arbitration process helping to negotiate

and settle personal injury cases. Specialties include insurance, estate

planning, financial planning and analysis with significant experience in

relationship management. Strong analytical aptitude and adept at

evaluating and resolving problems and implementing solutions to meet

complex corporate needs and deadlines. Excellent communication, writing,

and leadership skills.

Legal Research ? Litigation ? Personal Injury & Medical Malpractice ?

Deposition Transcripts

Trial Preparation ? Discovery ? Witness Statements ? Risk Management ? Law

& Motion ? Arbitration

Court Proceedings ? Investigation ? Criminal Law

Experience:

12/2009-Present

E-Commerce Marketplace, Montvale, NJ

Co-Founder & Co-Owner

Established and issued marketing plans related to brochures, on-line

advertisements and social media. Instituted a complete internal email

system and fees/commissions tracking system for all items listed and

sold. Produced an advertising structure targeted towards buyers looking

for specific items in which vendors can participate. Implemented a vendor

rating/feedback system for customers to view evaluations of vendors and

their items. Constructed blog and community features that integrate with

vendor stores for higher sales potential. Continuing maintenance and

testing of all site features to ensure functionality.

. Co-founded an online marketplace focused on the wedding industry, called

Wedding Bliss Lane.

. Designed and developed the layout/organization of the website to engage

buyers and vendors, in turn maximizing sales and commissions.

. Implemented and managed an internal accounting and financial reporting

system to track sales and commissions.

. Determined through research that the wedding market was an underserved

area with no dominate company for an online wedding marketplace.

9/2008 - 10/2009

Gerstein Fisher, New York, NY

Client Advisor/Financial Analysis and Planning

Analyzed and provided advice on all aspects of personal financial

planning including estate planning, income tax planning, risk management

and long-term cash flow/retirement planning. Developed financial

strategies, implemented and monitored financial models. Coordinated with

clients' team of external advisors (e.g., attorneys, tax accountants) on

wealth management issues including trust & estate planning, cash flow &

budgeting, insurance, etc.; to deliver integrated advisory services.

Prepared client portfolio monthly and quarterly reports (P&L, Balance

Sheet, Operating Expenses, Cash Flow and Asset Management Analysis).

Established strategic business plans and their effects on short, medium

and long term financial plans. Utilized Monte Carlo risk management

software to aid in the overall planning process.

. Worked with Private Wealth Management clients that have $5 million to in

excess of $25 million of assets to invest.

. Maximized relationships through high touch and attentive service

resulting in more business being generated from existing and new clients.

. Supervised other team members for quality assurance of financial plans

that were presented to new and existing clients.

12/2007 - 9/2008

RegentAtlantic Capital, Chatham, NJ

Financial Analyst

Implemented financial, investment, retirement, education need, estate

planning, business planning and tax planning. Monitored client

investment portfolios to ensure that each client is on track to achieving

their financial goals. Participated in client meetings to ensure that

the current financial plan is appropriate, and make necessary changes to

the financial plan based on the client's changing needs. Charitable

Planning - Planning techniques to achieve philanthropic objectives.

Insurance Planning - Assisted in coordination and review of life

insurance needs.

. Developed and presented comprehensive wealth management plans to aid

clients in achieving their financial goals.

. Protected clients during the financial crisis by proactively calling on

them to review their accounts and strategies that were in place to

navigate them through this tumultuous time.

9/2006 - 12/2007

Bank of America, Glen Rock, NJ

Premier Banking & Investments, AVP Relationship Manager

Proven ability to maintain a balance production across various product

categories, including deposit, credit, and investment products.

Assisted clients in determining their banking needs then structured

products and loans to meet those needs within bank requirements.

Analyzed, structured, priced, and negotiated credit requests based on

risk and value of banking relationship. KYC New Profile-researched client

information; entered client data into KYC Capture Tool and completed

weekly review. KYC Review-reviewed weekly reports; researched changes;

submitted weekly review and updated profiles.

. Developed a portfolio/book of business consisting of high net worth

clients ($200 Million).

. Provided comprehensive financial planning services by assessing needs,

identifying, and recommending financial solutions for high net worth

individuals.

. Demonstrated ability to enhance the loyalty and profitability of client

relationships by acting as the primary liaison between selected client

base and internal product service specialists to ensure that the client's

goals and objectives are achieved.

8/2002 - 9/2006

Laundry World LLC, Newark, NJ

Owner

Responsibilities included but were not limited to lease negotiations,

finding store locations, store layout and design, hiring and training of

employees. Developed cost control techniques, management skills and

negotiation skills. Use of a computerized card system to help manage the

store and run with the least amount of employees, a distinguishing factor

from many other Laundromats. Created customer loyalty by automatically

adding store credit for pre-determined dollar limits set-up through the

card system.

. Developed a regional chain of modern full service super-store

Laundromats.

. Sold stores at a profit once reached maximum market share/capacity and

prior to encountering profit draining maintenance bills.

8/1999 - 10/2001

Morgan Stanley & Co., Ridgewood, NJ

Financial Advisor

Prospected for clients. Identified each client's financial goals,

objectives, and risk tolerance in order to create an appropriate

investment portfolio. Continuous review of each client's portfolio to

ensure that the stated goals and objectives are met. Developed estate

planning for high net worth individuals including appropriate insurance

products.

. Maintained top 30% ranking for assets under management for first year

broker.

. Completed the Morgan Stanley Dean Witter sales training program.

Summer 1998

Caulfield, Heller, Harris & Ryan, New York, NY

Law Clerk

. Researched and wrote briefs and memoranda regarding negligent hiring and

retention of employees, scope of employment, bank liability for Automated

Teller Machine assaults, General Business Law Section 218 (Shoplifter

Statute).

. Drafted motions and documents in support of litigation.

. Corresponded with clients and provided counsel with extended analysis of

case files.

. Helped prepare and attend depositions.

Summer 1997

New Jersey Superior Court, Hackensack, NJ

Judicial Intern

. Participated in settlement conferences, mediations and oral arguments.

. Researched legal arguments and prepared memoranda on issues arising in

motion practice for civil proceedings.

Summer 1993, July 1994 - July 1996

Gale B. Weinberg, Esquire, Hackensack, NJ

Legal Assistant

. Provided office support in Attorney Weinberg's law practice.

. Primary duties included preparation of court documents and correspondence

with clients and opposing counsel.

Education:

Quinnipiac University School of Law, Hamden, CT

Juris Doctor, May 1999

Bucknell University, Lewisburg, PA

Bachelor of Arts in Economics, May 1994

Licenses and Certifications:

. Awaiting results of the February 2011 New Jersey Bar Exam

. Series 6, Series 63, Series 65

. (Expired) Series 7, Series 31

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