Toni Rottingen Email & Phone Number | Award-winning, motivated, and passionate Strategic Business Manager. Collaborative leader with a strong work ethic that consistently led teams to strategically acquire new business and exceed sales goals, with an exceptional ability to build, strengthen, and deepen client relationships. Experienced in leading teams to success, retirement planning, improving client experience, and coaching. I love growing and developing teams, and helping others succeed. Nothing makes me happier than bringing a smile to a client or colleague's face because I was able to match a solution to their challenge. Key achievements include: ✔ Recipient of Top Advisory Team awards for external asset growth and bringing in 97.1 million on average per year, as well as the Delivering Excellence award for continuous innovation and process improvements. ✔ Consistently achieved over 110% of personal annual sales and service goals, which resulted in increased team external sales and high client retention rate. ✔ Increased client retention of top-tier advisory team to 98.5%.

Toni Rottingen

Award-winning, motivated, and passionate Strategic Business Manager. Collaborative leader with a str...
New York City Metropolitan Area, New York City Metropolitan Area, United States

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Toni Rottingen’s Email toni.rottingen@fidelity.com

Toni Rottingen’s Phone Numbers

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Toni Rottingen’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States

Toni Rottingen’s Current Industry Fidelity Investments

Toni Rottingen’s Prior Industry Tiaa | Carolina First Securities | Bank Of America

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Work Experience

Fidelity Investments

Team Leader, Senior Manager, Central Relationship Manager

2023-10-01 00:00:00 - Present

Tiaa

Senior Wealth Management Client Relationship Consultant

2014-09-01 00:00:00 - 2020-11-01 00:00:00

Carolina First Securities

Registered Sales Assistant

2008-11-01 00:00:00 - 2010-04-01 00:00:00

Bank Of America

Premier Client Manager, Assistant Vice President

2006-07-01 00:00:00 - 2008-07-01 00:00:00

Skills

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FAQ About Toni Rottingen

Toni Rottingen is located at
New York City Metropolitan Area, New York City Metropolitan Area, United States

Toni Rottingen is a Award-winning, motivated, and passionate Strategic Business Manager. Collaborative leader with a strong work ethic that consistently led teams to strategically acquire new business and exceed sales goals, with an exceptional ability to build, strengthen, and deepen client relationships. Experienced in leading teams to success, retirement planning, improving client experience, and coaching. I love growing and developing teams, and helping others succeed. Nothing makes me happier than bringing a smile to a client or colleague's face because I was able to match a solution to their challenge. Key achievements include: ✔ Recipient of Top Advisory Team awards for external asset growth and bringing in 97.1 million on average per year, as well as the Delivering Excellence award for continuous innovation and process improvements. ✔ Consistently achieved over 110% of personal annual sales and service goals, which resulted in increased team external sales and high client retention rate. ✔ Increased client retention of top-tier advisory team to 98.5%.