Experience

Joseph A Bommarito

****-** - ******* ********* *******

Morgan Stanley, Chicago, IL

Design and execute a large-scale client acquisition strategy targeting high-net worth individuals, corporations and foundations, increasing recurring YOY revenue by 150% Successfully monetize over 77% of total AUM into fee-based assets, enhancing efficiency and generating a 30% increase in additional revenue

Consistently rank in the top 5% of Associates nationally, based on new revenue production Spearhead the negotiations of financing the purchase of two commercial real estate properties and financing the development of a high rise residential property Met with National Head of Institutional Properties at a premier investment real estate brokerage to finance two $100 million dollar commercial real estate properties with a proprietary positive carry strategy that results in being cash flow positive on debt Met with the CEO and CFO of a top tier development company in regards to financing the build out of a 95 floor residential sky scraper with our proprietary lending strategy Manage portfolios for 200 High Net Worth clients, Pensions and Corporations handling a portion of their $100 million dollar liquid net worth by providing them with alternative investments, lending, insurance, financial planning and tax sensitive strategies Analyze high net worth individuals' portfolio holdings that consist of equities, fixed income, private equity, real estate and hedge funds

2017-11 - 2018-03 Director of Financial Operations Auto Motion Logistics, Chesterfield, MI

Responsible for leading the finance/accounting department and team Decreased company days sales outstanding over 20% during a period of 3 months by reaching out to

vendors on accounts receivable and designing and implementing new payments terms Made, on average, 40 calls per day in regards to collection of sales, payables, and cold calling to increase revenue streams

Provided strategic direction and oversight of front-end revenue cycle work processes and outcomes, while

also overseeing revenue policies and procedures, including billing for revenue generation Supervised budget development, financial reporting and systems management, while driving business

processes to improve efficiency and meet organizational goals 2016-05 - 2017-09 Client Services Manager

AXA Financial, Troy, MI

Answered, on average, 30 calls per day from clients reviewing their accounts, holdings and Address Chicago, IL, 10038

Phone 586-***-****

E-mail adbzlh@r.postjobfree.com

LinkedIn linkedin.com/in/josephabommarito

Education

positions

while gathering detailed information on client's needs for advisors to make additional sales and crosssell

products

Proactively reached out to the clients‘ CPA's working as a liaison between both parties during tax season

to minimize any tax relates issues and enhance customer experience and satisfaction Handled financial operational problems, such as issues with statements and transactions Managed financial database for accuracy of over 4000 records and financial accounts Coordinated with multiple vendors and locations to set up financial seminars for advisors while creating marketing correspondence for each event and for each target market, resulting on average of one new

relationship per event

Created professional presentation for the advisor to use during the annual review of client accounts while also creating client take home materials keeping brand image and professionalism intact

Performed data entry tasks and created client reports for advisor Developed and maintained marketing resolutions to generate company business Coordinated daily tasks and prioritized projects for office 2016-01 - 2017-12 Bachelor of Business Administration: Finance Walsh College of Accountancy And Business Administration - Troy, MI 2013-08 - 2015-12 Associate Degree: Business Administration and Management Oakland University - Rochester, MI