ANTHONY PERROTTI
Kennesaw,GA
Overview
2
2
years of professional experience
1
1
Certification
Work History
Client Relationship Specialist
Morgan Stanley
06.2023 - Current
- Proactively connect clients with suitable financial advisors, fostering effective partnerships to address their unique financial needs, all while consistently exceeding predefined goals.
- Delivered responsive support to clients during high-pressure periods, preventing potential churn due to dissatisfaction.
- Utilized CRM software effectively to track interactions with clients accurately for better follow-up actions.
- Exceeded customer call guidelines for service levels, handle time and productivity.
President
Sigma Nu Fraternity At Kennesaw State University
12.2021 - 12.2023
- Successfully led the fraternity as President for two consecutive terms, demonstrating continuity in leadership and commitment.
- Oversaw and managed chapter meetings, ensuring effective communication and adherence to organizational goals.
- Acted as a liaison between the fraternity and external stakeholders, fostering positive relationships with alumni, university officials, and community partners.
- Mentored and guided members, fostering personal and professional development within the fraternity.
Real Estate Project Manager
Ferocity Assets LLC
07.2021 - 08.2023
- Achieved project deadlines by coordinating with contractors to manage performance.
- Negotiated and managed third-party contracts related to project deliverables.
- Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
- Implemented risk mitigation strategies for successful project completion within budget constraints.
Education
Bachelors - Finance
Kennesaw State University
Kennesaw, GA05.2024
Minor - Banking And Financial Support Services
Kennesaw State University
Kennesaw, GA05.2024
Skills
- Financial Sales
- Risk Management
- Performance tracking
- Adaptability and flexibility
- Relationship building
- Cross-functional coordination
Certification
Securities Industry Essential (SIE)
Timeline
Client Relationship Specialist
Morgan Stanley
06.2023 - Current
President
Sigma Nu Fraternity At Kennesaw State University
12.2021 - 12.2023
Real Estate Project Manager
Ferocity Assets LLC
07.2021 - 08.2023
Bachelors - Finance
Kennesaw State University
Minor - Banking And Financial Support Services
Kennesaw State University