Type Of Business:
Financial services retail distribution
Expertise:
Sales training; Product distribution; Relationship building
Major Product/SVS:
Mutual funds; Separately managed accounts; Immediate and fixed annuities; Solutions for investors in accumulation and distribution phases
Favorite Business Publication:
WSJ; Barron's; Bloomberg Businessweek Magazine
Hobbies/Sports:
Triathlons; Road and mountain biking; Yoga
Education Degrees:
Bachelor of Arts in Economics, Minor Political Science, Syracuse University
Throughout the duration of your career, what was the one highlight that stood out the most?:
The highlight of her career was when she became a regional vice president in 2010 covering New York City, as she always wanted to be a wholesaler.
Number Of Years In Profession:
7
Number Of Years In Current Position:
1
What Does He/She Attribute Success To:
She attributes her success to hard work, a knack for sales, and and her desire to continuously learn about the market.
Why did you become involved in your profession or industry?:
She became involved in her profession after she started in the financial industry at 16 as an intern at Smith Barney in Manhassett working with a team of financial advisors. She knew then that she wanted to focus her training and development around building a strong foundation to become a wholesaler. Afterwards, she began her career at Citigroup Asset Management.
Position Responsibilities and Duties:
Coaching and developing the internal wholesalers within the company's Wirehouse Channel; Providing timely investment solutions to financial advisers
Awards/Honors:
VIP of the Year, Cambridge Who's Who (2011-2012)
Where Will You Be In 5 Years:
In five years, Ms. Delfino hopes to experience continued personal and professional growth.