Michael Troglio
Financial Consultant at Strategic Financial Solutions NY
- Role
- Financial Consultant at Strategic Financial Solutions Ny
- Location
- Bayonne, NJ, US
- LinkedIn followers
- 500 followers
Experience
Financial Consultant
Strategic Financial Solutions Ny
Oct 2017 — Present · New York, NY, US
Develop client relationships through calling. • Perform quantitative analysis of credit consolidation options in order to minimize risk whilst simultaneously achieving the financial goals of the client. • Demonstrate exceptional knowledge of the financial products and services we offered, including our lending, consolidation, and credit modification options. • Meet all compliance regulations, and identification guidelines to provide complete transparency when dealing with clients. • Construct a loyal customer base by using a refined consultative sales approach. • Arranged in-person meetings between clients and our legal teams across the country.• Responsible for the procurement, development and maintenance of financial files of my clients. • Perform daily research and analysis on current market trends. • Account management for clients to ensure that their consolidation decisions align with their financial objectives and suitability
Education
Rutgers University
Human Resources Management
2013 — 2017
Skills
- Microsoft Office
- Management
- Powerpoint
- Strategic Planning
- Communication
- Volunteering
- Microsoft Word
- Fundraising
- Training
- Customer Service
- Leadership
- Cold Calling
- Microsoft Excel
- Project Management
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