Financial Consultant/Wealth Management/Retirement Planning/Wholesaler

ANGELO V. BERRETTA, ChFC

** ********** ******, **********, *.J. 08560

609-***-**** (H) 609-***-**** (C) **************@*********.***

CAREER OBJECTIVE A position in Management/Recruiting for the Financial Services Industry

EDUCATION LaSalle University- Philadelphia Pennsylvania

Bachelor of Arts Degree Psychology/ Marketing

CAREER SKILLS Experienced in Marketing/Sales Techniques

New Account Development/Prospecting

Self Starter with Excellent Communication Skills

Seminar/Work Shop Leader

Public Speaking, Coaching, Recruiting

Customer Relations Management

Compliance/Staff Development

Proficient in Microsoft, Word, Excel, Power Point CRM

FINRA Regulation Compliance

QUALIFICATIONS A motivated, energetic individual with the skills and passion for outstanding

SUMMARY business development who has had a distinctive career as a top-producing

Division Manager (top 20 percent) excelling in both agency development and

client sales, as well as a self-employed entrepreneur and upper level manager

in financial services and real estate. Thorough knowledge of advanced sales

concepts in the life insurance and financial planning marketplace. Strong

presentation and sales skills, as well as recruiting and relationship skills.

Ability to motivate and influence others. Expert in field training

systems for new hires. Responsible for hiring, training and recruiting

financial advisors and for building office territory. Ranked among top

managers in recruiting.

LICENSES AND Chartered Financial Consultant, American College AMTC Graduate/Agency

CERTIFICATIONS Management Training, Series 7, 24, 63, 65 Life and Health (NJ/PA), Real Estate

License (NJ/PA), Notary Public (NJ/PA)

PROFESSIONAL Independent Financial Consultant August 2000 to Present-InvestmentPlanners,

EXPERIENCE Pennington, New Jersey

Senior Investment Manager December 1997 to August 2000-Commerce

Bancorp, Cherry Hill, New Jersey

Division Sales Manager August 1994 to December 1997-Waddell and Reed,

Shawnee Mission, Kansas

REFERENCES Available Upon Request

Contact this candidate