Al Santosuosso

Senior Partner at Commonwealth Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Reading, Massachusetts, United States, US

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Credentials

  • Business Succession Planning
    The American College of Financial Services
    Apr, 2014
    - Nov, 2024
  • http://www.sellabilityadvisor.com/al-santosuosso
    -
    Apr, 2014
    - Nov, 2024
  • Certified Family Business Specialist, CFBS
    The American College of Financial Services
    Jan, 2014
    - Nov, 2024
  • Series 7, 66, & 63 licenseed
    Financial Industry Regulatory Authority (FINRA)
    Apr, 2011
    - Nov, 2024

Experience

  • Commonwealth Financial Group
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Partner
      • Dec 2010 - Present

      I provide comprehensive financial planning for my clients’ personal and professional lives with strategies that help them build, protect and transfer their assets efficiently. I collaborate with a network of experienced professionals to provide advisory services in: • Advisory services • Retirement analysis and solutions • Estate strategies • Employee and executive benefits • Business continuation strategies • Trust services I offer a broad portfolio of insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. Show less

  • O.M. Financial Group
    • Executive Benefits Consultant
      • Aug 2015 - Present

      Executive Retention | Supplemental Retirement | Yield Enhancement Enhancing executive retention, recruiting, and retirement through Supplemental Executive Retirement Plans (SERPs), including CASD and 457 plans, for Credit Unions. Improving asset yield, ROI, and reducing employee turnover through innovative income generating financial products. These senior management retention and earnings enrichment programs have had an immediate impact on the bottom line of the Credit Unions served by the OM Financial Group. Show less

  • Acronis
    • Switzerland
    • Software Development
    • 700 & Above Employee
    • Sales - Account Executive
      • Jul 2007 - Dec 2010

      Managed Inside Sales for various sates within the USA. I Spent a significant amount of time working with Value Added Resellers as I helped grow our Channel business. Increased the following skills • Forecasting the Sales Cycle • Utilizing Salesforce.com • Building Channel relationships • Helping Junior reps within the company • Holistic approach Managed Inside Sales for various sates within the USA. I Spent a significant amount of time working with Value Added Resellers as I helped grow our Channel business. Increased the following skills • Forecasting the Sales Cycle • Utilizing Salesforce.com • Building Channel relationships • Helping Junior reps within the company • Holistic approach

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planning Group Intern
      • May 2006 - Aug 2006

      Worked with Financial Planning Group's Clients preparing portfolio reports. I contacted potential customers to secure new business along with produced requested data on stocks, mutual funds, transaction fees, etc. using spreadsheets. Worked with Financial Planning Group's Clients preparing portfolio reports. I contacted potential customers to secure new business along with produced requested data on stocks, mutual funds, transaction fees, etc. using spreadsheets.

  • Town of Burlington
    • Assistant Director - Tennis program
      • Jun 2001 - Aug 2006

      Taught a youth tennis recreation program for ages 4 to 11. Conducted a variety of clinics and coached several teams for ages 12 to 17. Instructed adult clinics for beginner, intermediate, and advanced levels. Gained invaluable social and leadership skills in approaching all ages playing at varying levels. Taught a youth tennis recreation program for ages 4 to 11. Conducted a variety of clinics and coached several teams for ages 12 to 17. Instructed adult clinics for beginner, intermediate, and advanced levels. Gained invaluable social and leadership skills in approaching all ages playing at varying levels.

Education

  • Stonehill College
    Bachelor of Science, Business Administration; Finance
    2003 - 2007
  • Lorenzo d' Medici
    International Business and Italian Culture
    2005 - 2005
  • Reading High School
  • Reading Tennis

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