DAVID PACIONE
Naperville,IL
Summary
Dynamic professional with a proven track record at Edward Jones, excelling in financial advising and office management. Leveraging strong leadership and effective communication skills, I successfully managed $12M in investment accounts while enhancing client relationships. Committed to delivering exceptional service and driving team success through innovative marketing strategies.
Overview
31
31
years of professional experience
Work History
Branch Office Administrator
Edward Jones
Lisle, IL
12.2022 - Current
- Managed daily office operations and ensured smooth workflow for team activities.
- Coordinated schedules and appointments for financial advisors and clients effectively.
- Organized client files and maintained accurate records in compliance with regulations.
- Assisted in processing transactions and managing client accounts promptly.
- Supported training initiatives for new staff members by providing guidance and resources.
- Monitored the performance of existing branch offices to identify areas needing improvement.
Financial Advisor
Edward Jones
Woodridge, Illinois
01.2007 - 09.2009
- Managed $12M in Consumer Investment Accounts
- Managed an Edward Jones Branch Office
- Networked, Marketed & Built Assets in branch
- Reviewed & Analyzed market activity to ensure the most appropriate investments for my client’s success
Route Driver
Gordon Food Service
Aurora, Illinois
08.1994 - 09.2007
- Maintained CDL with clean driving record
- Built relationships with Customers while delivering food products essential to their business
- Delivered orders to Hospitals, Schools & Nursing Homes
- Processed Credit & Collections for delivered accounts
- Maintained proper food handling guidelines
Education
High School -
Downers grove south h.s.
06.1986
Skills
- Leadership Skills
- Effective Communication
- Creative Thinking Skills
- Teamwork
- Marketing Skills
- Strong Customer Service Skills
Activities
- Woodridge Area Chamber of Commerce, Chairman, 01/01/08, 01/01/09, Promote & Protect the communities business interests, Network with Members
- Lake Carroll Association Board of Directors, Secretary, 2017, Record the minutes of the business at meetings of the Board, Maintains custody of the Seal and Records, Vice President, 2018, In absence of President, carries out the duties of President, President, 2019, Principle executive officer of the Association, Director, 2021-2022
Timeline
Branch Office Administrator
Edward Jones
12.2022 - Current
Financial Advisor
Edward Jones
01.2007 - 09.2009
Route Driver
Gordon Food Service
08.1994 - 09.2007
High School -
Downers grove south h.s.
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