Bank of America
Officer, Business Support Manager
U.s. Trust
Officer, Portfolio Manager Associate
U.s. Trust Oct 2015 - Jun 2017
Assistant Portfolio Manager
Dalbar, Inc. Aug 2014 - Oct 2015
Relationship Manager
John Hancock Financial Services Jul 2012 - Aug 2014
Team Lead and Consultant
Education:
Providence College 2016
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management, International Business
University of Massachusetts Dartmouth 2008
Bachelors, Bachelor of Arts, Sociology
University of Massachusetts Dartmouth
Masters, Master of Arts
Skills:
Charm Leadership Sales New Business Development Microsoft Excel Insurance Charismatic Leadership Inspiration Positive Energy Crm Powerpoint Management Customer Satisfaction Salesforce.com Process Improvement Business Process Improvement Financial Services Customer Service Life Insurance Risk Management Finance Team Building Green Belt Business Analysis Customer Relationship Management Accounting Lean Six Sigma Marketing Mutual Funds
Interests:
Social Services Economic Empowerment Politics Environment Science and Technology Human Rights Animal Welfare Arts and Culture Health
Languages:
Italian
Certifications:
John Hancock Financial-Business Analysis Certificate (Bacp) 2012 Lean Six Sigma Green Belt Training John Hancock