STEVEN C. DEBERNARDI
Arvada,CO
Summary
Excellent problem solver with experience as a Project Manager and Supervisor in an inbound, customer service call center. Skilled Finance Manager and Team Player. Experience includes
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Financial Consultant – Premier
TIAA-CREF
Denver, Colorado
01.2007 - 01.2014
- Proficient at securing growth opportunities to enhance client's retirement
- Obtained series 6, series7, series 63, and life and health insurance licenses. I am presently working on series 66
- Expert implementing lifetime income plans for client’s including illustrations
- Provided expert consultation in helping to retain client’s from leaving company
- Utilized Suitability for advice and other tools in discovering client assets and life insurance needs
- Process improvement team – Help develop feedback tool for consultants without involving their managers
Financial Consultant – Enrollment
TIAA-CREF
Denver, Colorado
01.2007 - 01.2014
- Assisted clients with enrolling in new retirement plans and transitioning new referrals for growth
- Expert at Developing Relationships with clients and helping them grow their retirement plans
Financial Consultant - Retirement
TIAA-CREF
Denver, Colorado
01.2007 - 01.2014
- Provide financial consulting services to Colleges, Universities and the not-for-profit industries
- Provided loan counseling services with retirement plan participants
- Received awards for referrals in life insurance, personal annuities and mutual funds.
- Assist management and administration in providing new ideas and procedures for process improvement.
- Have taken an active role in Tiaa-Cref charity events by teaching a credit and banking class at Val Verde Elementary.
- In addition, I have helped prepare young adults with presentation skills by participating in Interview workshops at the Denver Public Library.
Senior Financial Representative
COLUMBIA FUNDS MANAGEMENT
Aurora, Colorado
01.2005 - 01.2007
- Provided professional portfolio investment advice to existing brokers, dealers and investors
- Received Series 6 and 63 professional security licenses and certifications.
- Acted as In-Charge Supervisor in resolving client issues and concerns
- Recommended process and procedural changes for website and departmental needs
- Assisted client’s with advice and planning uncovering growth referrals
Supervisor
SPRINT COMMUNICATIONS
Denver, Colorado
01.2000 - 01.2004
- Supervised a team of telecommunication account representatives and managed department special projects in a customer service call center.
- Monitored the call quality and performance level of over 100 service representatives in a call center environment.
- Responsible for the administration of Lucent ACD hardware/software including the configuration, analysis, and interpretation of call center reports and statistics.
- Served as information service engineer for IT support, desktop workstation issues for 100 Service Representatives.
- Responded to questions and resolved technical/software problems.
- Managed a team of 15 data/voice, customer service account representatives and their telecommunication bases in Southern California.
- Provided coaching, counseling and feedback for base efficiency.
- As Project Manager, interfaced with account receivables management to resolve the progress of our ongoing, top 20 customer billing dispute issues.
- Negotiated and reviewed customer contract, billing/pricing problems.
- Firewall Support Manager, provided a single point of contact for 100-employee customer service department in managing requests for customer additions to the firewall security system.
- Quality Team Leader, facilitated a team of 18 individuals in bringing about solutions to the company 'Employee Attitude Survey' such as attendance, performance and salary issues.
Star Account Representative
SPRINT COMMUNICATIONS
Denver, Colorado
01.1997 - 01.2000
- Responsible for the service support of a voice/data telecommunications base of 200 customers in Northern California.
- Managed the technical, billing and contract issues for each customer.
- Managed and grew a telecommunications base of customers billing $1,000,000 monthly.
- Provided voice/data technical support for T1, VPN and Private Lines.
- Supervised a team of sales representatives and network engineers.
Network/Desktop Support Technician
SPRINT COMMUNICATIONS
Denver, Colorado
01.1995 - 01.1997
- LAN support and maintenance of desktop computers in an inbound call center environment.
- Proven background in operating systems, desktop, multimedia and applications software.
Assistant Manager
ENTERPRISE LEASING COMPANY
Denver, Colorado
Finance Manager
CARETAKER OF AMERICA
Denver, Colorado
Education
BS - Finance Management
University of Colorado Boulder
Boulder, ColoradoCertification
- Network Analysis and Design
- The Internet
- Internetworking Concepts
- Data Communications
- Processes and Protocols
- Voice Communications
Additional Professional Experience
- ENTERPRISE LEASING COMPANY, Denver, CO, Assistant Manager
- CARETAKER OF AMERICA, Denver, CO, Finance Manager
Timeline
Senior Financial Consultant – Premier
TIAA-CREF
01.2007 - 01.2014
Financial Consultant – Enrollment
TIAA-CREF
01.2007 - 01.2014
Financial Consultant - Retirement
TIAA-CREF
01.2007 - 01.2014
Senior Financial Representative
COLUMBIA FUNDS MANAGEMENT
01.2005 - 01.2007
Supervisor
SPRINT COMMUNICATIONS
01.2000 - 01.2004
Star Account Representative
SPRINT COMMUNICATIONS
01.1997 - 01.2000
Network/Desktop Support Technician
SPRINT COMMUNICATIONS
01.1995 - 01.1997
Assistant Manager
ENTERPRISE LEASING COMPANY
Finance Manager
CARETAKER OF AMERICA
BS - Finance Management
University of Colorado Boulder