Professional Experience Sales

Anthony Tringali

** ********** ****** ******, ** 03064

********@*****.*** / 603-***-****

Education

California Lutheran University Thousand Oaks, CA

Currently completing MBA program. Anticipated completion August, 2018. GPA to date 3.46.

University of New Hampshire Durham, NH

Bachelor of Science 2012 Environmental and Natural Resource Economics; Minor in Business

Professional Experience

Fidelity Investments March 2013 – Present Retirement Solutions Representative (July 2014 – Present) Merrimack, NH

Close new business while providing clients with information and access to resources they need to be successful investors

Responsible for assisting workplace customers with planning, guidance and investment needs while educating them on options within their retirement plans and Fidelity’s services

Motivate clients to take positive action by utilizing a consultative sales approach that uncovers each customer’s retirement situation, and match the appropriate solution offerings to the client’s unique issues, needs and drivers

Responsible for asset retention as a critical component business unit success

Responsible for ensuring clients are properly invested as a critical component of customer success

Liaise with internal business partners by developing high-quality leads

Develop and position Fidelity and non-Fidelity mutual funds, fixed income products, and discretionary money management services to existing customers/prospects.

Investment Solutions Representative (November 2013-July 2014) Merrimack, NH

Build and expand client relationships by identifying investments needs and providing appropriate solutions

Use a sales model to effectively understand client’s goals, needs, and concerns

Provide guidance, position mutual funds, and reference business partners to put clients in a better financial situation

Discuss market conditions, investment concepts, economic indicators, investment strategies, and financial products with clients to help them have a better understanding

Help clients process rollovers of retirement accounts, transfer assets, and reinforce appropriate investment paths using guidance tools

Financial Representative – Full Trader (March 2013 – November 2013) Merrimack, NH

Assist customers via inbound calls with requests and questions on their accounts

Efficiently execute trades/distributions, provide account and transaction information, and educate clients about Fidelity’s online resources

Provide information on Fidelity’s products, services, and market updates

Help customers understand any situations they incur and help find solutions quickly

Consistently meet or exceed CEI, AHT and SE

Strong team player who contributes to team goals and assist teammates when needed/requested

Residential Income Property Owner/Manager (2014-Present) Nashua, NH

Vendor Service Management

Contract & Lease Negotiations

Tenant selection/Rent collection

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