W Financial

Head of Business Development

Alger

- Hybrid Wholesaler covering all retail channels (Wirehouse, Independents, RIAs) in Northern Florida.
- Generated $98.7 million in gross sales in 2021.
- Increased gross sales +25% in 2021.
- Ranked #4 gross sales to goal out of 20 wholesalers.
- Sold a suite of growth equity and alternative mutual funds, ETF’s, SMA’s and retirement products.
- Traveled to the territory monthly and conducted meetings both in person and virtually with clients and
prospects.
- Prospected and managed pipeline using Salesforce, Discovery Data, Market Metrics, and Broadridge.

AVP, Associate Regional Director

DWS Group

- Awarded Internal Wholesaler of the Year 2019 and promoted to Senior Internal Wholesaler after 1 year.
- Partnered with external wholesalers in two major markets (NYC and CT/MA/VT/RI) to drive over $230
million in gross sales in 2019.
- Increased gross sales in NYC Territory +64% and CT/MA/VT/RI Territory +9% in 2019.
- Used a consultative approach to better understand financial advisors’ practice, clients, and investment
needs to best position DWS products, which included active, passive, and alternative solutions.
- Traveled solo to conduct meetings within both territories and took ownership of a segment of advisors.
- Conducted business via telephone, email, and in-person/virtual meetings.
- Prospected and managed pipelines via Salesforce, Discovery Data, Market Metrics, and Broadridge.

Senior Investment Sales Consultant

Freepoint Commodities

-Reconciled cleared trades and positions across all commodities including; metals, gas, power, oil, and ags. 
-Performed clerk functions for cross commodity trader who traded financial metals on COMEX and LME.
-Assisted natural gas desk with trade bookings, daily reports, and P&L.  
-Monitored position limits and VAR along with risk department for all traders.

Analyst

HSBC

-Supported premier financial advisors and relationship managers.
-Assisted the advisors in maintaining relationships with their clients and building their book of business.
-Identified opportunities to cross sell financial tools and services to clients.

Taplio

Ryan DeLissio, CIMA®'s Linkedin Analytics

Ryan DeLissio, CIMA®

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Taplio

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Ryan DeLissio, CIMA®

Want to drive more opportunities from LinkedIn?

Ryan DeLissio, CIMA®'s Linkedin Analytics