Sales/ Investment Officer Chief

Anthony Castelluccio

Kansas City, Missouri Phone: 816-***-**** E-mail ****************@*****.***

Over 18 years’ experience, including 11 years in financial Sales, along with 7 years in health club Management and Training; Successfully execute Launch and Growth of SEC registered investment firm in highly competitive market.

EXPERIENCE:

First Class Capital 9/2014- Present

Founder/ Chief Investment Officer

Founded SEC registered investment firm

Generate consistent Sales Growth of +20% YOY through new and existing client sales

Actively generate clients through personal networking and driving referrals

Build client relationships, both individual and institutional

Strategically developed and actively manage custom client investment portfolios

Manage Total Return Investment Fund with Performance fee structure

Conduct investment presentations on both past performance and analysis of current portfolios

Perform Investment Analysis- Fundamental company valuation analysis, developing financial models in order to project current value and potential growth/valuation of companies, in order to compare to the current selling price

Risk evaluations both market risk and company/sector risk

Execute Marco Economic analysis and apply to individual companies to build a portfolio

Implement and negotiate strategic partnerships within the industry

Perform business tasks including billing, payroll, operating expenses, and regulation requirements

Axius/Renaissance Financial, Kansas City, Missouri 6/2010 – 7/2014

Financial Advisor (Sales)

Prospect and acquire new clientele while consistently meeting production expectations

Work with team to actively manage over $500 Million in assets through mutual funds, ETFs, stocks, bonds, and alternative investments

Execute portfolio analysis in order to fit clients’ needs

Consult clientele on strategic financial recommendations, giving them the ability to understand and be confident in moving forward, while building quality relationships

Demonstrate to business owners the benefit of company retirement & group benefit plans

Prepared and presented group seminars for both current clients, and potential clientele

Eagle Fitness Health Club Liberty, Missouri 11/2003- 6/2010

The Club @ the Marriott Health Club Kansas City, MO

Manager/ Personal Trainer

Generate membership & personal training sales

Communicate with members to gather information in order to effectively improve their experience

Successfully developed and implemented the employees’ weekly schedule

Supervise and oversee that employees are keeping up with their duties

Trained over 20 employees to successfully be able to address various circumstances

Successfully motivate personal training clients to hit their goals

Track membership & personal training sales, to understand cost benefit of advertising expenses

Monitor weekly inventory to project future needs

EDUCATION:

University of Missouri – College of Business

Bachelor of Science, Business Administration

Concentration: Economics, Finance and Banking (Graduated May 2010)

GPA: 3.4/4.0

ADDITIONAL

License: series 7, 63, 65, Life and Health, Certified FINRA arbitrator, Working on CFA

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