Bruce Sansone

Background

About Bruce Sansone

Financial Management • Tax Strategy • Business Development • Financial Planning Committed to Excellence Entrepreneurial-spirited financial advisor with 10+ years experience combined with record of professional achievement & well-founded knowledge in financial, economic, & global capital markets. Committed to excellence, high-level of integrity, & customer-focused mentality. Proven business development, sales, & marketing acumen to propel performance. • Exceptional interpersonal skills to develop and cultivate long-term constructive business partnerships and foster strong network of contacts. Analytical skills and creativity to resolve problems and develop innovative client financial solutions. • Excellent verbal presentation and written communication skills to effectively convey complex financial information to audiences from diverse cultural or educational backgrounds and at all organizational levels. • Proven ability to expand banking relationships, capture debt service reductions, reorganize legal structure, reduce reporting requirements, decrease employee headcount, establish foreign cash repatriation and transfer policy. • Developed acquisition and capital expenditure evaluation model used as negotiating tools for two $50 million corporate acquisitions and played key role in negotiating $4.7 million business acquisition, negotiated tax rate reduction to save over $3 million. • Master of business administration in finance paired with bachelors in accounting, licensed certified public accountant (CPA) and certified financial planner (CFP), and FINRA series 7 license for demonstrated knowledge in financial principles and practices. • Proven ability to lead, influence, and persuade others with capability and experience to facilitate training and development while cultivating culture of continuous learning. • Technology skills in Microsoft Word and Excel as well as using social media to develop new and communicate with existing clients.