Verified recordFinancial Services

Richard E. Widmer

Vice President at Tfs Wealth Management

Based in New York, United States

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Seniority

Vp

Department

General Business & Management

Location

New York

Industry

Financial Services

Company size

35

Contact information

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Email

1 credit

r•••••••@wealthtfs.com

Phone

5 credits

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Background

About Richard E. Widmer

Management- Managed company operations including staffing, recruitment, development, planning, employee relations, and performance reviews - Implemented new management policies and techniques to improve morale and decrease employee relations issues, such as organizing off-site meetings, team-building exercises, and cross-training - Trained and mentored new sales personnel using real-life situations, providing both positive and negative feedback, reinforcing skills, and building self-esteem Sales- Exceeded sales quotas consistently - Developed relationships and networks with high-level and C-level managers to gain new business - Cultivated client relationships to understand their needs and act as a client advocate while serving the company's best interests - A proven self-starter, working independently to contribute to the entire team's success - Utilized excellent business judgment and time management skills to balance field efforts, ensuring consistent achievement or surpassing of sales goals and deadlines Specialties- Excellent communication, presentation, negotiation, and networking skills - Analytical, strategic, and organized in approach - Fast learner, flexible, and adept at multitasking - Developed and implemented leverage strategies - Used social media platforms for messaging delivery - Utilized unique and impactful methods for building market share in the Reverse Mortgage Space

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