See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Michael Spinelli is a seasoned finance professional with expertise in corporate finance, business strategy, and management. He has experience in sales leadership, team management, and customer service. With a strong educational background in finance and business, he has worked in various roles, including Production Manager of Sales and Senior Associate Manager at Strategic Financial Solutions NY.

Experience

    • Production Manager of Sales
      • Feb 2024 - Present
      • New York, NY

    • United States
    • Financial Services
    • 500 - 600 Employee
    • Production Manager
      • Jul 2021 - Feb 2024

      Production Manager of Sales •Managed a team of direct reports in order to meet monthly sales goals. •Analyze daily/weekly KPI reports to address employee behaviors that are leading to gaps in performance.•Performed formal weekly and monthly developmental one-on-ones with direct reports.•Have demonstrated the ability to exceed goal every quarter.

    • Senior Associate Manager
      • Mar 2020 - Jul 2021

      Sr. Associate Manager •Co-lead three teams, totaling 40 sales consultants, to meet and exceed target sales. •Coach sales consultants in one on one training, call reviews, and best practices •Manage portfolios of personal clientele while exceeding 90% KPI target sales goals•Develop new sales consultants into driven and successful top producers •Have been a key influence on companies rocks – (Interactive Presentation/Scripting/50K+ Priority)

  • Strategic Financial Solutions NY
    • Greater New York City Area
    • Senior Account Executive
      • May 2016 - Aug 2019
      • Greater New York City Area

      -Create tailored debt relief plans to suit client-specific needs by performing in-depth personal financial analysis. -Review debt relief options with clients and advise optimal solution. -Determine best course of action to alleviate unsecured debt i.e. consolidation loan, debt management, debt settlement, bankruptcy.

Education

  • 2012 - 2016
    State University of New York College at Oneonta
    Bachelor's Degree, Finance and Financial Management Services
  • 2012 - 2016
    SUNY Oneonta
    Bachelor’s Degree, Business/Managerial Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Finance and Insurance”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles