Experience

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  A Realty Group

  • Greater New York City Area / Philadelphia

  • Investment Entrepreneur

    • Jan 2004 - Present
    • Greater New York City Area / Philadelphia

    Currently facilitating the land acquisition, construction, and management of single & multiple family properties for investors on a turnkey basis.Prior to assuming my current position: As an independent consultant, marketed private placements and other sophisticated investments to accredited investors. 40 years of experience in Financial Services, Recruiting, and Sales Training & Mentoring. Life & Health Insurance Agent. Registered Series 7 Stock Broker, Series 24 Branch Manager. Sales trainer and mentor.Trained and mentored countless investment brokers and retail bank professionals in sales(Series 7, Series 24, Series 63, Life Health & Variable Annuities Licenses voluntarily permitted to lapse) Buzz words:Sales, Real Estate, Telemarketing, Fundraising, Consulting, Financial, Insurance, Recruiting, Placement, Brokerage, Management, Stockbroker, Bank Representative, Commodities, Gas & Oil, Gold, PM’s

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  Sound Federal Savings & Loan

  • Greater New York City Area

  • Investment Advisor

    • Nov 2000 - Nov 2003
    • Greater New York City Area

    Investment Advisor for all 8 branches of Sound Federal through a third party provider, Essex National Securities. The S&L terminated the contract with Essex and soon thereafter was acquired by larger S&L. Was responsible for providing training to all staff at each branch office. Training included product knowledge, cross-selling techniques and most importantly, sales culture. Provided similar training to branch offices at other Banks such as Citi and Nat West.

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  National Westminster Bank

  • Greater New York City Area

  • Investment Advisor

    • Aug 1992 - Sep 1995
    • Greater New York City Area

    A registered Series 7 stockbroker - Selling investment products to retail banking customers in Westchester NY

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  Citi

  • Westchester N.Y

  • Investment Consultant

    • Apr 1990 - May 1991
    • Westchester N.Y

    Through Landmark Securities, a 3rd party provider of Investment services was part of a small group of investment professionals who rolled out the Citibank branch investment program. Was hired directly by Citi when they purchased the program.Sold fixed annuities to branch customers at three Westchester Branches. Trained all personnel at branches in SALES CULTURE, CROSS SELLING, and product knowledge. Was among the top tier Investment Sales Consultants in the Region.

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  Blinder Robinson & Company

  • Greater New York City Area & South Florida

  • Branch Manager

    • 1983 - 1989
    • Greater New York City Area & South Florida

    Branch Manager in an OTC Brokerage firm. Duties included recruiting licensed series 7 brokers as well as unlicensed individuals and preparing them for passing the Series 7, 63 exams to become stock brokers. In addition, I provided intensive sales and product training to new brokers. Was required to maintain a high level of personal production. My offices in Florida were consistently among the top branches in a 35 Nationwide chain. The Westchester Branch was a start up at the tail end of my tenure with the firm.

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  Botal Associates

  • Manhattan

  • Owner

    • 1969 - 1980
    • Manhattan

    Executive Recruiting in Data Processing & Consulting

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  Penn Mutual

  • Greater New York City Area

  • Life Insurance Agent

    • May 1967 - Nov 1969
    • Greater New York City Area

    General Life and Health Agent. First position upon graduation from College.