Charles Ellsworth Bergamo
Uhnw Relationship Manager @Gateway Financial Group
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WORK HISTORY
Uhnw Relationship Manager @Gateway Financial Group
Pittsburgh, PA, US
Cultivates new relationships with partners and financial professionals, while maintaining and nurturing existing relationships. Performs due diligence on carrier/product selection, assisting the case design team in the selection of life insurance products for new business placement. Proactively discusses and reports partnership progress. Manages multiple projects and case management tasks following stringent internal protocol. Regards confidential information with discretion and reliability. Assists in maintaining workflow management reports for cases in progress. Demonstrates strong people skills, effectively engaging with various stakeholders, providing critical support in business development.
EDUCATION
UniversitĂ Cattolica del Sacro Cuore
Bachelor of Applied Science - BASc, General Studies
Central Connecticut State University
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
ABOUT CHARLES ELLSWORTH BERGAMO
As an accomplished financial consultant serving as Relationship Manager at Gateway…
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