Anthony Badolato

Tampa,FL

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

years of professional experience

Certification

Work History

Financial Service Representative 2

E*Trade from Morgan Stanley

Tampa, FL

02.2022 - Current

Educated customers on various financial products, empowering them to make informed decisions and improve their financial health.
Hosted short meetings biweekly with associates regarding updates in the market and changes in company policy
Vetted in fraud prevention where we would observe risk and subsequently collaborate with additional departments to mitigate damage for the company and customers alike
Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Traded and initiated requests such as withdrawals, contributions, and account updates on behalf of the client to further the positive customer service experience past just education.

Sales Associate/Customer Service

Kohl’s

Nanuet, New York

06.2019 - 01.2021

Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Pitched and signed customers up for in-house credit accounts.
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Managed returns, exchanges and refunds in accordance with store policy.
Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
Handled and packaged Kohl's & Amazon products adhering to the standards of both companies

Education

Bachelor of Business in Finance -

University of South Florida

Tampa, Florida

Skills

Software operation and technical fluency (IE: IT Help, Microsoft, Statistics, Visual Basic, Data Fusion)
Management and leadership skills
Customer service
Communication skills
Risk assessment

Budgeting, analyzing, and allocating Funds
Critical thinking
Problem-solving
Data entry proficiency
Goal-oriented mindset

Websites

https://www.linkedin.com/in/anthony-badolato/

Certification

Securities Industry Essentials Exam,
Series 7 General Securities Representative Exam
Series 63 Uniform Securities Agent State Law Exam
Participated in Equitable Advisors engagement advising program where I learned ethical leadership and efficient collaboration

Leadership Experience

Phi Gamma Delta, Kappa Phi Chapter, International Fraternity

Tampa, Fl

Chair of Finances

Analyzed capital, planned events, and incoming cash flows to allocate funds effectively, Created a budget in partnership with the treasurer to ensure sufficient capital was brought into the ensuing semester, Changed dues in correspondence with the Vice President to better suit the COVID-19 pandemic semester

New Member Educator

Headed education of new members and budgeted activities during the semester’s induction period, Submitted all necessary paperwork to the director of the Internal Fraternal Council as needed, Determined new member dues in conjunction with the treasurer

Timeline