Lawrence Weingarten

Experience

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  Bernstein Private Wealth Management

  Nov 2000 - Aug 2002

  Financial Advisor Associate

  Assisted Financial Advisors and other Private Client Associates in the general client maintenance and service of existing high net worth clients and the on-boarding process for establishing new relationships. Led the new hire training and professional development of a team responsible for servicing client base of over $950 million in assets. Partnered with Financial Advisors to develop and maintain investment programs tailored to their current and prospective clients’ financial goals and levels of risk tolerance.Selected Contributions:▪ Fostered and preserved ongoing relationships with high net worth individuals to address asset allocation, portfolio analysis, product information, and preparation of marketing presentations.▪ Facilitated training for Financial Advisors/Associates on how to examine investment style, historical return, and fee structure of clients’ outside assets. Show less

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  Marbren Tire Company

  Aug 2002 - Jan 2010

  Manager

  Provided end-to-end administrative and operational support for tire retailer/wholesaler and auto-repair facility to include workforce planning, recruitment, marketing, inventory control, and installation and delivery. Performed both store buying and merchandising activities; determined most profitable products and services and led visual merchandising efforts. Promoted loyalty and catalyzed retention by liaising with current and prospective clients to identify supply needs and recommend suitable products.Selected Contributions:▪ Spearheaded several system upgrade and integration projects, including the implementation of an automated system to recommend product and service add-ons that increased retail tire sales.▪ Capitalized on opportunity to break into outside sales by cultivating relationships with customers that had potential to purchase high quantities of low cost tires resulting in a more than 20% increase in sales of wholesale tires.▪ Hand-selected by Continental Tire North America, due to high volume of their brand tires, to test new line of tires at their private test facility in hopes to promote product to customer base. Show less

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  George's Luncheonette

  Jan 2010 - Sept 2017

  Business Owner

  Oversaw the business planning of a convenience store and food services establishment. Directed daily operations in the areas of customer service, sales, accounting, and human resources. Set action-oriented store performance and sales objectives to guide day-to-day activities and track progress against goals. Ensured store met food prep and site sanitation standards enforced by Westchester County Board of Health.Selected Contributions:▪ Maintained up-to-date knowledge on customer needs and industry standards to guarantee adequate staffing levels and appropriate inventory selection in order to drive sales, increase customer service excellence, and maximize profits. ▪ Led several strategic initiatives that effectively increased net sales by nearly 5% annually for three years, including making competitive pricing adjustments, negotiating better cost of goods, and adjusting menu items seasonally to meet customer preferences. Show less

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  M&T Bank

  Jan 2018 - now

  Lead role in delivering an outstanding experience to M&T customers.▪ Acquire, manage and retain meaningful relationships using financial knowledge to offer thoughtful solutions.▪ Manage assigned customers and proactively meet with them to build lasting relationships, discover financial needs and tailor product and service recommendations.▪ Partner with specialists to connect customers with experts who can help them with specialized financial needs.▪ Adhere to policies, procedures and regulatory banking requirements. Show less Focal point in branch for sales, service and referral opportunities in support of branch goals. Service client base for all financial needs and concerns. Coach and schedule staff. Manage cash inventory of $250k plus daily. Ensure audit/security policies and procedures of bank are upheld in accordance with bank and federal regulations.Selected Contributions:▪ Named Digital Ambassador to educate clients and bank personnel by fielding questions in regards to expanding mobile and online services. Show less

  • Vice President/Senior Branch Manager

    Jul 2023 - now

  • Assistant Vice President/Branch Manager

    Feb 2022 - Jul 2023

  • Senior Relationship Banker

    Mar 2020 - Feb 2022

  • Relationship Banker

    Jan 2018 - Mar 2020