CHARLES ONORATO
*** ****** ***** ******** ******, New York 11010
*******.*******@*****.***
Financial Sales Professional and
Account Management
Employment:
MetLife Insurance Company - Roslyn, NY 2008-3/2010
Registered Financial Service Representative
. Offer clients a wide array of products that will help secure their
financial needs.
. Assist clients with recommendation on how to reallocate their
portfolios to maximize return of investments (e.g. Life Insurance,
Annuities, College Planning, Estate Planning).
Fidelity Investments (Formerly PaineWebber) - New York, NY
1970-2007
NYSE Floor Broker/Manager
. Generated and maintained a succession of profitable customer
relationships on the New York Stock Exchange by providing accurate
market analysis and quality equity executions. Repeatedly increased
order flow and commission revenue targets through outstanding service
and customer loyalty.
. Helped build department in 1990 and by 2005 revenue was in excess of
$2 million per year.
. Helped develop and manage a database of all commissions paid out .
. Renegotiated commissions of external brokers to handle order flow for
a savings of over 75%.
. Managed a support staff of up to 60 trading assistants.
Summary of Qualifications
. Recognized for hiring and developing new talent and mentoring
experienced traders within the company.
. High staff retention and helped advancement of 20 staff members into
senior management within the company.
Registrations: Series 7, Series 63 and New York State Life, Accident and
Health Insurance
References: Available upon request