Domenico Martorana
Pottstown,PA
Summary
Experienced in working with clients and finding resolutions to clients' problems. Dedicated to helping others and compassionate about their problems. Finds satisfaction in making a positive impact on the world. Diligent with finer details regarding more complex issues, ensuring all points of view are taken into account before a resolution is decided. Determined to learn at every opportunity to better perform the duties of a given role.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Retirement Specialist
Vanguard
05.2023 - Current
- Aided client with their retirement accounts and gave them the ability to retire with confidence.
- Participated in outreach campaigns to clients who were in danger of missing required distributions on their accounts.
- Served as a coach and point of contact for new crewmembers.
- Hand-selected by management to encourage proper CRM skills amongst crewmembers and identify organizational problems/trends within the business.
- Championed efforts within my team to discover and resolve severe problems within the organization and reduce waste.
- Worked closely with Vanguard management and other divisions of the company to solve more complex problems (such as fraudulent caller situations and foreign investor issues).
Contact Tracer
VNA Community Services
09.2020 - 07.2022
- Provided information and guidance to Montgomery County residents infected with Covid-19.
- Maintained patient confidentiality while managing sensitive personal information during interviews and follow-up communications.
- Collected information on illness start dates, symptoms, and underlying medical conditions to establish isolation and quarantine timelines.
- Monitored cases closely, ensuring prompt follow-up and escalation when required for high-risk or non-compliant individuals.
- Partnered with state-run organizations to locate contact information for positive patients( Pa SIIS, PIERS, DOH).
Insurance Adjuster
Johns Eastern Company
09.2018 - 01.2020
- Evaluated insurance claims by conducting thorough investigations and analyzing policy coverage.
- Performed property investigations to identify and classify damages for customer claims.
- Coordinated efforts between insurance companies and clients to ensure expedient resolutions for claims.
Education
Bachelor of Arts - English
West Chester University of Pennsylvania
West Chester, PA08-2018
Skills
- Proficiency with common Vanguard software (CrAVE, Dynamics, Genesys)
- Proficiency with Microsoft Word, Excel, and Teams
- Skilled in investigating problems, using detective skills to find the root cause of problems, and determination to follow through on problems until their conclusion
- SME in CRM Skills
- Trained in teaching and coaching fellow crewmembers
- Patient and compassionate towards the plights of clients
Certification
- FINRA Securities Industry Essentials Exam
- Series 63 - PA Uniform Securities Agent - NASAA
- Series 7TO - General Securities Rep Top Off- FINRA
Timeline
Retirement Specialist
Vanguard
05.2023 - Current
Contact Tracer
VNA Community Services
09.2020 - 07.2022
Insurance Adjuster
Johns Eastern Company
09.2018 - 01.2020
- FINRA Securities Industry Essentials Exam
- Series 63 - PA Uniform Securities Agent - NASAA
- Series 7TO - General Securities Rep Top Off- FINRA
Bachelor of Arts - English
West Chester University of Pennsylvania
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