Sales Manager
Resume:
Joseph M. Galimidi, AWMA®,CRPC®
Passaic, New Jersey
*********@***.***
CORE PROFESSIONAL STRENGTHS: Financial Needs Analysis, Industry Knowledge, Customer
Focused Sales Strategies, Compliance,
Prospecting, Building Key Strategic Relationships
with Centers of Influence, Financial and Insurance
Product Sales
EDUCATION:
Yeshiva University, New York, NY
Yeshiva College
Bachelor of Arts – Major: Economics
Honors: Abraham and Millie Zuckerman Endowed Scholarship
Studies Abroad: Jerusalem, Israel 1994-1996
Licenses: Series 6, 7, 63, 65, Life, Health, Property & Casualty Insurance Licenses
Awards: Ace Tier Qualification- 2002, Gibraltar Award- 2003
Life Founder’s Award – Bronze Level 2003, Dryden Cup Qualifier 2004-2005
WORK EXPERIENCE:
Bancnorth Investment Group West Orange, NJ
Financial Advisor November 2007- Present
• Provides individual financial advice and counseling to retail customers referred through
the bank branches, incorporating both fee-based solutions including wrap accounts and
separately managed accounts and also other alternatives as appropriate including
brokerage products, fixed and variable annuities, mutual funds and insurance products.
• Provides ongoing financial advice and counseling to existing customers.
• Develops financial advisory sales and gross revenue through negotiation skills and
knowledge of investment and other company products and services.
Prudential Financial East Hanover, NJ
Registered Representative August 2002 – December 2005,
December 2006 – November 2007
• Meets with customers to complete a financial profile and assess financial needs. Sells
mutual funds, annuities and life insurance, long term care insurance, and disability
income insurance, as appropriate.
• Develops own customer base through marketing and networking with other sources,
contacting existing customers and expanding the services provided to existing customer
base.
• Develops and implement sales campaigns that attain investment growth. Attains referrals,
maintains account records, and closes potential investment sales.
HSBC Bank USA, N.A. New York, NY
Premier Relationship Manager December 2005- November 2006
• Utilizes customer relationship management system to provide targeted sales opportunities
and proactively sell the full range of consumer and commercial products to Premier
(affluent) client within a particular branch.
• Develops, manages and expands Premier client relationships at service levels that exceed
client expectations.
• Organize daily activities to pro-actively contact, solicit, sell and service the Premier client
base within a particular branch.
• Meet with current and potential affluent customers with greatest profit and growth
potential, to discuss their financial goals and objectives; sell appropriate consumer and
commercial financial services products, including insurance and investment products, to
meet their needs while developing and expanding account relationships; refer them to
other specialized product areas as the need exists.
• Identify customers with additional profit potential and develop action plans to address
those relationships.
Bank Leumi, USA
Leumi Investment services, Inc. New York, NY
Assistant International Private Banker August 2000–July 2002
• Responsible for executing all of the Latin American representative s and personal
instructions, which includes money transfer, time deposits, asset management activity
and foreign currency transactions.
• Provide internationally based clients, individuals, and businesses with comprehensive
wealth management services.
• Analyze the portfolio of the international clientele for diversification, financial growth
and for future investment opportunities.
• Coordinate due diligence and Know-Your-Customer profiles for individual, joint, and
preferred corporate accounts.
• Supervise quality control for all banking, trading, and asset management activities
associated with the Latin American representative offices and the international private
banking division.
ElephantX.com Online Securities Edison, NJ
Risk Manager /Margin Analyst January 2000 – August 2000
• Responsible for maintaining and controlling the company’s risk.
• Assisted vice president with special coordinated financial programs.
• Managed all clientele equitable securities and calculated margin revenue.
• Coordinated fundamental analysis on all marginable securities.
• Processed all client calls regarding online accounts, margin requirements, and investor
relations.
• Facilitated the orderly functions of processing the incoming and outgoing cash and assets
transfers.
COMPUTER SKILLS:
Knowledgeable in Windows, Unix, Microsoft Office (PowerPoint, Access, Excel, and Word),
Microsoft Outlook, Microsoft Project, Corel WordPerfect, Lotus Notes, Focus, Oracle software,
Visio Standard, CICS, Bear Sterns Web Shell,, and Internet related software.
LANGUAGES: Fluent in Spanish and Hebrew (Oral and written)
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