Adrian Disantagnese ☁️
President at Consulting Group of America, LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Spanish Professional working proficiency
Topline Score
Bio
Mia C.
I highly recommend Adrian, whom I had the privilege of working closely with during their time at Paychex. I had the honor of mentoring Adrian, and I am thrilled to share my insights into their exceptional qualities and accomplishments. From the moment he joined our team, it was evident that they possessed a remarkable blend of dedication, enthusiasm, and a thirst for learning. Their commitment to their role was exemplified by the fact that they achieved the coveted "Rookie of the Year" award within a remarkably short span of time. During their tenure, Adrian consistently demonstrated a strong work ethic, a proactive approach to problem-solving, and an eagerness to take on new challenges. They absorbed complex concepts swiftly and transformed them into actionable solutions, often contributing innovative ideas that positively impacted our team's performance. In conclusion, I wholeheartedly recommend Adrian for any endeavor they choose to pursue. Their dedication, combined with their exceptional skills and achievements as demonstrated by their "Rookie of the Year" award, make them an invaluable asset. I am confident that their drive for excellence will lead to continued success in all their future professional pursuits.
Dawn DiMartino
I worked with Adrian at Paychex and he was such a dedicated , ethical partner. We had synergy and always put the client first. I could always count and trust Adrian to always find the best solution for our clients. Adrian was a great partner of mine for years. I would highly recommend Adrian.
Steve Malley
Adrian is an extremely polished and tenured sales executive. During the time he and I have known each other, his accomplishments have always been significant noteworthy. Perhaps more impressive, is the fact that he quietly goes to work, and breaks sales records. A sales professional who closes and doesn't wear his quota on his sleeve? You'd do well to add him to your organization. I wholeheartedly endorse Adrian as not only a proven professional, but as a better person and friend.
Mia C.
I highly recommend Adrian, whom I had the privilege of working closely with during their time at Paychex. I had the honor of mentoring Adrian, and I am thrilled to share my insights into their exceptional qualities and accomplishments. From the moment he joined our team, it was evident that they possessed a remarkable blend of dedication, enthusiasm, and a thirst for learning. Their commitment to their role was exemplified by the fact that they achieved the coveted "Rookie of the Year" award within a remarkably short span of time. During their tenure, Adrian consistently demonstrated a strong work ethic, a proactive approach to problem-solving, and an eagerness to take on new challenges. They absorbed complex concepts swiftly and transformed them into actionable solutions, often contributing innovative ideas that positively impacted our team's performance. In conclusion, I wholeheartedly recommend Adrian for any endeavor they choose to pursue. Their dedication, combined with their exceptional skills and achievements as demonstrated by their "Rookie of the Year" award, make them an invaluable asset. I am confident that their drive for excellence will lead to continued success in all their future professional pursuits.
Dawn DiMartino
I worked with Adrian at Paychex and he was such a dedicated , ethical partner. We had synergy and always put the client first. I could always count and trust Adrian to always find the best solution for our clients. Adrian was a great partner of mine for years. I would highly recommend Adrian.
Steve Malley
Adrian is an extremely polished and tenured sales executive. During the time he and I have known each other, his accomplishments have always been significant noteworthy. Perhaps more impressive, is the fact that he quietly goes to work, and breaks sales records. A sales professional who closes and doesn't wear his quota on his sleeve? You'd do well to add him to your organization. I wholeheartedly endorse Adrian as not only a proven professional, but as a better person and friend.
Mia C.
I highly recommend Adrian, whom I had the privilege of working closely with during their time at Paychex. I had the honor of mentoring Adrian, and I am thrilled to share my insights into their exceptional qualities and accomplishments. From the moment he joined our team, it was evident that they possessed a remarkable blend of dedication, enthusiasm, and a thirst for learning. Their commitment to their role was exemplified by the fact that they achieved the coveted "Rookie of the Year" award within a remarkably short span of time. During their tenure, Adrian consistently demonstrated a strong work ethic, a proactive approach to problem-solving, and an eagerness to take on new challenges. They absorbed complex concepts swiftly and transformed them into actionable solutions, often contributing innovative ideas that positively impacted our team's performance. In conclusion, I wholeheartedly recommend Adrian for any endeavor they choose to pursue. Their dedication, combined with their exceptional skills and achievements as demonstrated by their "Rookie of the Year" award, make them an invaluable asset. I am confident that their drive for excellence will lead to continued success in all their future professional pursuits.
Dawn DiMartino
I worked with Adrian at Paychex and he was such a dedicated , ethical partner. We had synergy and always put the client first. I could always count and trust Adrian to always find the best solution for our clients. Adrian was a great partner of mine for years. I would highly recommend Adrian.
Steve Malley
Adrian is an extremely polished and tenured sales executive. During the time he and I have known each other, his accomplishments have always been significant noteworthy. Perhaps more impressive, is the fact that he quietly goes to work, and breaks sales records. A sales professional who closes and doesn't wear his quota on his sleeve? You'd do well to add him to your organization. I wholeheartedly endorse Adrian as not only a proven professional, but as a better person and friend.
Mia C.
I highly recommend Adrian, whom I had the privilege of working closely with during their time at Paychex. I had the honor of mentoring Adrian, and I am thrilled to share my insights into their exceptional qualities and accomplishments. From the moment he joined our team, it was evident that they possessed a remarkable blend of dedication, enthusiasm, and a thirst for learning. Their commitment to their role was exemplified by the fact that they achieved the coveted "Rookie of the Year" award within a remarkably short span of time. During their tenure, Adrian consistently demonstrated a strong work ethic, a proactive approach to problem-solving, and an eagerness to take on new challenges. They absorbed complex concepts swiftly and transformed them into actionable solutions, often contributing innovative ideas that positively impacted our team's performance. In conclusion, I wholeheartedly recommend Adrian for any endeavor they choose to pursue. Their dedication, combined with their exceptional skills and achievements as demonstrated by their "Rookie of the Year" award, make them an invaluable asset. I am confident that their drive for excellence will lead to continued success in all their future professional pursuits.
Dawn DiMartino
I worked with Adrian at Paychex and he was such a dedicated , ethical partner. We had synergy and always put the client first. I could always count and trust Adrian to always find the best solution for our clients. Adrian was a great partner of mine for years. I would highly recommend Adrian.
Steve Malley
Adrian is an extremely polished and tenured sales executive. During the time he and I have known each other, his accomplishments have always been significant noteworthy. Perhaps more impressive, is the fact that he quietly goes to work, and breaks sales records. A sales professional who closes and doesn't wear his quota on his sleeve? You'd do well to add him to your organization. I wholeheartedly endorse Adrian as not only a proven professional, but as a better person and friend.
Credentials
-
Sales Certified - Selling SaaS Solutions
SophosDec, 2016- Oct, 2024 -
Series 6
FINRAJun, 2012- Oct, 2024 -
Series 63
FINRAJun, 2012- Oct, 2024 -
Inbound
HubSpot AcademyJun, 2021- Oct, 2024 -
SEO
HubSpot AcademyJun, 2021- Oct, 2024 -
Challenger Sales Program
ADP
Experience
-
Consulting Group of America, LLC
-
United States
-
Business Consulting and Services
-
1 - 100 Employee
-
President
-
Jan 2023 - Present
As President I am pleased to announce we are rolling out a new concept that anyone in payroll sales is going to love. Our strategic 401(k) advisory partner (Excel Wealth Management, LLC) is 60 days out from launching a game changer and disrupter to the 401(k) recordkeeping landscape. I will be working developing the sales channel with Payroll and HR partners. Keep your eyes peeled for updates as we slowly unveil the 401(k) technology platform made to help our Payroll and HR business partners win by bringing the best of the best from all the different options out there and creating the ideal platform for somebody who gets frustrated when 401(k) slows or blocks the sale for a payroll deal. Not only will that be fixed but you’re also be compensated for being able to make sure you don’t lose a deal! Keep your eye out for the revolutionary Cube! Show less
-
-
Vice President, Business Solutions (HCM,ASO,PEO)
-
Feb 2021 - Jan 2023
Co-Employment and Business Process Consulting are the future. The numbers are staggering and Covid proved that along with the financial benefit to companies working to streamline non-revenue related tasks are able to use a strategic partnership like us to act as extension of their business. We work hand in hand with our clients to create a partnership as if we are part owner in our client companies and bring the resources of our economies of scale to help lower costs with Health Insurance/Benefits, Workers Comp, State Unemployment Insurance, Human Resource Management, Payroll, HRIS, Recruiting, Safety, Timekeeping etc., thats a high level view of where we begin to add value. According to NAPEO, using a PEO has an average ROI of 27% for clients' investment instead of stretching their finances to just get by. Additionally, our parent company has been recognized and awarded by the Financial Times - Top US 401(k) Advisor (2018,2019,2020). We are happy to provide references. Reach out to us today. When I hear owners/executives tell me they are too busy, it's typically the perfect time to connect. We help remove unnecessary obstacles so clients can focus on what keeps their business growing faster. I am quick to respond so please reach out.Thank you, Adrian Disantagnese VP, Business Solutions Consulting Group of America, LLC 585-406-2317 Adrian@cgousa.com Show less
-
-
-
Excel Wealth Management, LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Sr. Retirement Plan Consultant - Retirement Relationship Manager
-
Jan 2021 - Sep 2022
Excel Wealth Management, LLC has been named by Financial Times: 🏆2021 “Financial Advisor IQ Leadership Counsel” 🏆 2018, 2019 and 2020 ”Top US 401(k) Registered Investment Advisor" From long term planning, fiduciary advice, plan design, benchmarking, employee and plan sponsor education, fund selection, and analysis. We’ve got you covered. We’ve also established partnerships with the industries most established, credible and top providers for various outsourced roles involved in every 401(k) plan. Excel Wealth Management, LLC can help you navigate the retirement plan landscape, keep you compliant and provide premier service from a trustworthy and credible firm so you can sleep at night. SERVICES Company Sponsored Qualified Retirement Plans -Whether you're a business looking to establish a 401(k) plan, have a 401(k) plan that needs a tune up or have another type of retirement plan for you and your employees like defined benefit or 403(b), we have the experience, knowledge, manpower and credibility to help you through the process. Personalized Financial Planning -Enjoying your Retirement years, saving for College education, or just putting away money for upcoming life events...these are just a few of the aspects we consider when taking into account the appropriate investments for our clients. We know how valuable it is to have financial goals for all areas of your life. Let Excel Wealth Management guide you on that path. We pride ourselves on our trustworthiness, and our belief that it is always in our best interest to make sure we continue to act in the client's best interest. Managing Your Assets -Overwhelmed with assets in multiple places and not sure how each fits into your overall plan? Wondering if you should consolidate your funds? Confused as to what your next step should be? We're here to help. Excel Wealth Management can help you make sense of where you are and where you need to be. For more information, visit us at www.excelwm.com Show less
-
-
-
Synergy Recruiting, Inc.
-
United States
-
Staffing and Recruiting
-
Founding Partner/HR and Business Solutions Consulting
-
Apr 2020 - May 2021
With the Pandemic changing everything, this company started with a mission to help people who have lost their livelihood, homes and careers, to find a new and improved path to achieve their goals. The company goal is to aid those individuals negatively affected by the current job market as well as the small and medium sized businesses hit hard to figure out a strategic next move to survive the foreseeable future. Additionally, Synergy Recruiting partnered with an established recruiting firm that has been in Tampa for 17 years. The CEO of this firm shares the same passion and values mentioned above. Synergy Recruiting has a large network of top talent through networking and LinkedIn. We have a skill set with sourcing talent and connecting ideal candidates to quality positions. We have what is necessary to accomplish shared objectives to achieve goals in a timely fashion. All parties benefit from working and partnering together to make companies and candidates find the right fit. Show less
-
-
-
Powers
-
United States
-
Business Consulting and Services
-
1 - 100 Employee
-
Director Of Corporate Sales
-
2016 - 2016
Boutique Management Consulting Firm, Inc. 5000 Award 2014, 2015, 2016 Boutique Management Consulting Firm, Inc. 5000 Award 2014, 2015, 2016
-
-
-
iPay-Solutions (Now Acquired)
-
United States
-
Human Resources Services
-
President - 401(k) Fiduciary Services and HCM/Payroll Consulting
-
Jun 2013 - Sep 2014
iPay-Solutions, and iPlan Retirement, CSB Solutions, LLC Companies (acquired by Sure Payroll, a Paychex company in 2014) was a unique businesses and technology outsourcing suite of services providing integrated, multi-vendor Qualified Retirement Plan Advisory, Payroll and HR solutions headquartered in Rochester, New York. Our management team had extensive experience with small to medium sized businesses and was dedicated to providing best in class service and tailored solutions, that were client-centric and unique to this industry. Additional projects/notable work and accomplishments done while simultaneously working on iPay-Solutions: During my time at iPay Solutions my partner in the retirement plan division, iPlan Retirement (an iPay Solutions Company) was the nationally acclaimed financial author, financial industry pioneer, CEO and fund manager of the mutual funds "The Bullfinch Funds" and Chief Contributor and Editor for www.FiduciaryNews.com: Christopher Carosa, CTFA. I was asked to review and quote on the published financial book and website for “Hey! What’s My Number?” authored by Christopher Carosa, CTFA. Here is a direct link to my published 401(k) book review: (http://heywhatsmynumber.com/reviews-and-media/) Here is a link to Chris's extensive media coverage: (http://chriscarosa.com/in-the-media/) Here is the complete list of Chris's published books: (http://chriscarosa.com/books/the-complete-list/) Show less
-
-
-
ADP
-
Lebanon
-
Architecture and Planning
-
1 - 100 Employee
-
401k District Manager - Retirement Division
-
Apr 2012 - May 2013
Achievements: • Finished year end with a ranking of #3 in quota in the National Small and Mid Market 401k Division - 212% of quota. • Finished year end with a ranking of #10 in Revenue in the National Small and Mid Market 401k Division. Job Description - As a licensed Financial Adviser under the ADP Broker-Dealer, I worked to increase ADP's qualified retirement plan client base for the U.S. Mid-Atlantic Region. - Built mutually beneficial internal partnerships to expand my internal referral network. - Developed external relationships with CPA's, Financial Advisers, and Lawyers who specialize in the qualified retirement plan field. Show less
-
-
-
Paychex
-
United States
-
Human Resources Services
-
700 & Above Employee
-
Sr. Retirement Plan Sales Consultant
-
Jun 2010 - Apr 2012
Achievements:• Diamond Club Recipient • Circle of Excellence • Presidents Club Qualifier • Finished #2 Nationally (over 300 reps) for Approved Revenue Generated via National Sales Support with over a 48% closing ratio on cold appointments set by a third party(National Sales Support)• Achieved Top Performers Conference in June (1 of 2 401k qualifiers)• Asked to Travel to Corporate to be a speaker at National Sales Support• Finished at 128% of the Sr. Retirement Plan Sales Consultant quota set by Corporate• Each of the 5 reps I mentored exceeded their quota New Job Duties:-14% increase in quota- Mentoring new associate representatives in the office and in the field- Partnering with associate reps on the larger and more complex conversion prospects for split revenue Show less
-
-
Retirement Plan Sales Consultant
-
Aug 2008 - May 2010
Achievements• Circle of Excellence Qualifier • Presidents Club Qualifier • Finished #1 Regionally For Submitted Revenue• Finished at 140% of Quota• Achieved Top Performers Conference in June (1 of 3 401k qualifiers) • Finished #1 Regionally in Conversion Plans sold • Finished #11 for Rookie of the year out of 100 reps • Finished #1 in the District for Submitted and Approved revenue• Set several all time district records which I still hold such as selling and submitting 6 401k plans in 1 day.• #1 in the district for selling outside the client base in revenue and units sold• #1 in the district for number of referrals to my Core Payroll and ASO Partners Job Desciption- Presented 401k integration with payroll as the best solution for small to mid-size companies - Prospected the current payroll client database through telemarketing as my #1 route for lead generation- Built mutually beneficial internal partnerships with Core Payroll and the Paychex Administrative Service Organization (ASO) service - Developed external relationships with Financial Advisors and also broke into the CPA market- Dedicated much of my time working to go outside of the client base to bring new opportunities to the core payroll representatives Show less
-
-
National Sales Representative - Payroll Division
-
Jul 2007 - Aug 2008
• National Rookie of The Year Award - National Sales, Payroll division (FY 2008) out of 100 rookie sales representatives.• Presidents Club Qualifier• 158% quota during my full National Sales Career position• Awarded the Star Performer/Employee of the Month award for 11 of the 13 months I was employed as a National Sales Representative at Paychex• Rookie of the month award (1100% of quota, September 2007:) • #4 National Sales Rep of the month award and the Rookie of the month award (300% of quota, December 2007)• # 2 National Sales Rep of the month (185.7%, June 2008)Job Description:- Build a well balanced pipeline of prospect by conducting market research- Effectively generate sales prospects by true cold calling- Set quality appointments for outside sales representatives- Initial and foster relationships with outside sales representatives to increase my closing percentages- Effectively generate 4 appointments and averaging 195 answered calls per day Show less
-
-
Education
-
2001 - 2006
University of Rochester
BA, Health and Society / Spanish -
2006 - 2007
Outward Bound California
Leadership Development -
1998 - 2001
Brighton High School
Community
