A

Attila Gaal

About

Detail

Business Development
United States

Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • A
    Digital Task Worker – Freelance
    Amazon's Mechanical Turk
    Jan 2024 - Current (2 years 9 months)
    Research, social media evaluation/analysis, machine learning, remote data micro contractor
  • Cennox
    Regional Account Executive
    Cennox
    Oct 2022 - Mar 2023 (6 months)
    Prospected for banks and credit unions using social media, email, phone calls and virtual meetings to present Cennox line of products and services for financial institutions (ATM/ITMs, Security Solutions, EV Charging Solutions, etc.). Extensive cold outreach to C-suite executives to build Cennox familiarity in the state of Florida.
  • E
    Sales Executive
    ENSURIAN
    Aug 2019 - Feb 2020 (7 months)
    Prospected for new insurance brokers using social media, cold calling, prospecting lists, and face to face meetings to build pipeline and appoint new brokers. Introduced new brokers to Trinity HealthShare, product line and competitive advantages. Coached existing brokers to increase sales of Trinity HealthShare programs and reengaged with former brokers to gain trust, deepen relationships, and restart sales.
  • F
    Regional Sales Manager
    FCSLA
    May 2018 - Jul 2019 (1 year 3 months)
    Prospected for new agents using social media, cold calling, and office visits to market FCSLA products, operated in assigned territory within annual T&E budget. Coached new and existing agents and provided product training and marketing ideas. Co-hosted teleconferences with agents to drive sales.
  • B
    Financial Advisor
    BULL MARKET SECURITIES
    Sep 2016 - Feb 2017 (6 months)
    Startup broker dealer catering to clients in Argentina, worked with CEO to organize and launch US office. Supported initiative to transfer existing clients and prospects to new broker dealer. Introduced clients and prospects to offshore mutual funds for better diversification.
    Attila F. Gaal
  • LINCOLN FINANCIAL GROUP
    Retirement Specialist
    LINCOLN FINANCIAL GROUP
    Dec 2015 - Mar 2016 (4 months)
    Travelled to work sites throughout the US to migrate 401(k) participants into new Lincoln Financial 401k plan. Presented features of new plan, investment options and benefits of investing into a 401(k) for retirement. Highly successful in increasing contributions and enrollments into plan when visiting new work sites.
  • Capital Bank
    Financial Advisor
    Capital Bank
    Aug 2013 - Jul 2015 (2 years)
    Provided investment services in branches located throughout Miami - Dade and Broward counties. Coached branch managers and bankers on how to pinpoint referral opportunities. Visited business clients with branch managers to drive sales and generate wealth management opportunities.
  • C
    Financial Advisor
    CUNA BROKERAGE SERVICES
    Dec 2011 - Aug 2013 (1 year 9 months)
    Gained strong credibility with Motorola employees – Motorola Credit Union resulting in referrals from members and Credit Union platform service representatives. Provided financial planning for Motorola software engineers and senior executives. Participated in credit union events to generate new leads.
  • New England Financial
    Financial Advisor
    New England Financial
    Mar 2011 - Dec 2011 (10 months)
    Provided retirement planning for Dade County Public School teachers and administrators. Enrolled new hires into MetLife 403(b) plan and provided investment guidance.
  • A
    Financial Advisor
    AIG/VALIC
    Jul 2009 - Mar 2011 (1 year 9 months)
    Provided retirement planning and investment recommendations to Jackson Memorial Hospital medical staff and support, discussed benefits of consolidating retirement plans into VALIC 403(b) plan. Made group presentations on the value of retirement planning, participated in benefits enrollment events.
  • sfg
    Financial Advisor
    sfg
    May 2002 - Mar 2009 (6 years 11 months)
    Travelled extensively to the Caribbean (St. Maarten, Bonaire, Curacao, Haiti) and Latin America (Argentina, Venezuela) to build book of business and to generate referral opportunities. Established a productive network of professionals and COIs. Introduced clients to additional services including Trust, Investment Banking and Coin and Bullion, served as primary Financial Advisor – Private Banker.
  • B
    Business Owner - Buenos Aires, Argentina
    Jan 1982 - Dec 1990 (9 years)
    Business owner responsible for all aspects related to startup, marketing, staff, profitability, and product manufacture.
Education verified_user 0% verified
  • Universidad de Buenos Aires
    Business
    Universidad de Buenos Aires
    Jan 1981 - Dec 1982 (2 years)