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Work Background
Justin Lewis & AssociatesCapital Markets
Sep. 2021Connecticut, United States
Capital marketsCapital Markets
Jul. 2021
Justin Lewis & AssociatesExecutive Vice President Of Sales
Jan. 2000RYE NYSpearheaded start-up financial services and wealth management firm. Direct marketing and business Development ACHIEVEMENTS INCLUDE: Analysis, Market Penetration, Engineering Solutions ● 99% closing rate attained by cultivating client confidence through the identification of a valuable tax
credit.
● Inflated referral base for estate planning by leveraging relationships with probate attorneys and CPAs,
exercising partner expertise to identify available assets for investment management opportunities.
● Realized growth objectives by employing a total needs analysis tool to generate comprehensive
financial agendas. Optimizing Quality Performance Improvement ● 90% client retention grasped by instituting a reinforcement strategy, contacting principal clientele to
foster synergy and collaboration.
●Optimized team performance through conception, implementation, and review of product training for
450 staff.
●Proliferated client retention through enhanced consumer experiences by offering semi-annual
customer appreciation dinners and monthly calls to top clientele. Strategic Planning and Leveraging Tactical Partnerships ● $90 million spike in assets under management achieved in ten years by developing a unique product
offering and marketing system to target broader audiences.
● 700% boost in contact volume captured and 91% surge in the closing rate facilitated by developing a
vast referral network of prominent professionals.
● 41% of revenue delivered by engaging key business associates and organizations and identifying a
vital contributor that generated significant referral business.
Gilman & Ciocia Executive Vice President of Sales
Jan. 1995 - Jan. 2000Flushing NYACHIEVEMENTS Supervised hiring and mentoring of the sales staff. Managed client portfolios.
● $500 million growth in assets under management produced in five years through the development,
implementation, and proactive training of proven methodologies for a 136 member sales team.
● Augmented referral base by leveraging professional relationships to generate business for partners,
fostering rapport with client associates.
● Drove brand value by engaging with regional associations as a subject matter expert and appearing
on a reputable financial talk radio program.
● $50 million proliferation in assets under management grasped by attaining and optimizing a personal
book of business provided by leadership.
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