Marc Anthony Costanza

Experience

• 

  Ultimate Impact Enterprises

  Apr 2019 - Feb 2020

  Account Manager

  I was originally hired as a entry level sales development representative, performing third-party Business Development for Fortune 500 Companies such as Power Home Remodeling, Verizon Fios, and Inspire Energy. During my time as a representative, I consistently stayed on top of the production board in the office. Within six weeks, I was promoted to an Account Manager role for Power Home Remodeling. I earned the responsibility of developing a team around myself, allowing me to train and develop new Sales Development Representatives, conduct office meetings, run lesson plans and go over daily, weekly, and monthly goals. I also recruited and conducted second round interviews with potential new hires. Show less

• 

  Equitable Advisors

  Aug 2022 - Oct 2022

  Financial Professional

  • Experience prospecting various clients from different industries and sectors• Observed management conduct client analysis on risk tolerance and asset allocation• Operated under an open architecture of investment platforms to provide clients with numerousaccount and portfolio options• Worked with management to develop investment strategies for clients based on suitability needs

• 

  CBIZ

  Oct 2022 - Sept 2024

  Financial Advisory Associate

  • Performed payroll analysis for clients to determine eligibility for certain government programs.• Analyzed quarterly financial statements for businesses in different types industries.• Developed automated solutions for internal processes to create operational efficiency.• Facilitated project workflows and prepared weekly reports for Directors and Managing Directors.• Prepared and presented detailed presentations for regional and company-wide meetings.• Led client calls with business owners and helped to create the ensuing proposals.• Maintained client communications during project engagements. Show less