DAVE AGNOSSI
New York,NY
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
15
15
years of professional experience
Work History
Assistant Manager
Laurentian Bank
11.2020 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Mentored team members to enhance professional development and accountability in workplace.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Created employee schedules to align coverage with forecasted demands.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Director of Operations
Colpro
02.2018 - 11.2020
- Oversaw day-to-day production activities in accordance with business objectives.
- Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
- Developed systems and procedures to improve operational quality and team efficiency.
- Collaborated with senior management to develop and execute long-term corporate goals and objectives.
- Analyzed business operations and implemented strategies to improve operational cohesiveness.
- Monitored budget and utilized operational resources.
- Defined, implemented, and revised operational policies and guidelines.
- Worked collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
Financial Advisor (Team Leader)
Sun Life Financial
11.2014 - 02.2018
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Facilitated presentation and recommendation of services by optimizing client relationships.
Financial Advisor
Desjardins Financial Security
06.2009 - 06.2014
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Education
Master of Science - Management Science
Unuversity of Quebec
Rimouski06.2007
Bachelor of Science - I.T & Computer Sciences
University of Montreal
Montreal06.2005
Skills
- Financial Management
- Staff Development
- Customer Relations
- Business Administration
- Sales Activities
- Business Process Modeling
- Customer Service
Languages
English
Full Professional
French
Native or Bilingual
Spanish
Limited Working
Timeline
Assistant Manager
Laurentian Bank
11.2020 - Current
Director of Operations
Colpro
02.2018 - 11.2020
Financial Advisor (Team Leader)
Sun Life Financial
11.2014 - 02.2018
Financial Advisor
Desjardins Financial Security
06.2009 - 06.2014
Master of Science - Management Science
Unuversity of Quebec
Bachelor of Science - I.T & Computer Sciences
University of Montreal