Years of experience: 22
Scaling & GrowthBig Ticket SalesBusiness Finance AdvisorConsultingSales & BizDevBusiness Coach
Trust Score
Exceptionally trusted; proven professional excellence.
Ricky's Career Path
Jan. 2018 -Present
National Business CapitalBusiness Finance Advisor - Employee of the Year - Presidents Club
Hauppauge, New York, United StatesI assumed the role of Business Finance Advisor in 2018. I build relationships with C-level executives and a diverse array of stakeholders regarding financial plans and strategies along with giving valuable financial advice. I am appreciated by management for analyzing financial data received from business owners to develop strategies for meeting clients' financial goals. I am involved in prep...
Jan. 2016 -Dec. 2018
Shore Power IncAccount Manager
Old Saybrook, CTI was appointed as Account Manager in 2016 and here, I served as the lead point of contact for all customer account management matters. I developed trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors. Ensuring the timely and successful delivering of solutions according to customer needs and objectives. My duties involved collaborating with sales team...
Jan. 2015 -Dec. 2016
Bank of AmericaOperations Manager
Middletown, Connecticut, United StatesI was appointed as Operations Manager in 2015. Here, I was responsible for exceeding competitive performance metrics in operational risk management and relationship building. I was successful at these tasks by utilizing constructive coaching in combination with effective communication skills. My job duties included, developing solid, trusting relationships with clients, local businesses, staf...