Dominic Polimeni
Boynton Beach
Summary
Talented Registered Client Associate focused on building strong relationships with high-net-worth clients and supporting brokers and advisors for business growth. Attentive to detail and accuracy in funds transfers, trades and transactions. Fosters positive support to firm business growth and success.
Overview
16
16
years of professional experience
Work History
Client Associate
RBC Wealth Management
04.2022 - Current
- Assisted clients with financial planning to meet financial goals.
- Assisted brokers and advisors with servicing clients by preparing financial plans and conducting investment research
- Collaborated with colleagues to develop innovative strategies for improving overall client experience.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
Assistant Varsity Football Coach
Saint John Paul II Catholic Academy
04.2019 - 11.2023
- Created a safe and inclusive environment for all team members, fostering camaraderie, trust, and mutual respect among athletes.
- Supported injury prevention efforts by enforcing safe practice techniques and coordinating with athletic trainers on rehabilitation programs when needed.
- Facilitated fundraising initiatives to support the program''s financial needs, including sponsorships and community events.
- Evaluated player performance during games and practices, providing constructive feedback for improvement.
- Provided mentorship to players on personal growth topics such as goal-setting, time management, and leadership development.
Client Associate
Morgan Stanley
10.2021 - 04.2022
- Assisted brokers and advisors with servicing clients by preparing financial plans and conducting investment research
- Supported wealth management advisors in managing client portfolios by conducting research and analysis.
- Organized securities sales and purchases on behalf of customers and companies.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
Assistant Supervisor
Compson Homes
11.2019 - 01.2021
- Managed daily tasks, delegating responsibilities effectively to optimize team resources and meet deadlines.
- Worked with management team to implement proper division of responsibilities.
- Worked closely with other supervisors to create a cohesive, high-performing team that consistently met or exceeded company objectives.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
Restaurant Waiter
Dean Anthony's Pizzeria
01.2015 - 04.2019
- Maintained clean and organized dining areas for optimal guest experience.
- Cultivated warm relationships with regular customers.
- Quickly reset and cleaned up tables after customers left to enable speedy turnaround and guest flow.
- Answered customers' questions, recommended items, and recorded order information.
Busser
Dean Anthony's Pizzeria
01.2009 - 12.2015
- Reset and cleaned tables quickly to prepare for new customers.
- Collected trash, wiped up spills, and removed trays to maintain fresh and clean customer areas.
- Worked quickly, communicated with other staff and always looked for better ways of completing tasks to improve productivity and keep tables ready for incoming guests.
- Completed side work duties, ensuring that all necessary supplies were stocked for shift success.
Education
BBA - Finance
Florida Atlantic University
Boca Raton, FL12-2021
Skills
- Compliance awareness
- Wealth management
- Financial planning
- Investment advice
Timeline
Client Associate
RBC Wealth Management
04.2022 - Current
Client Associate
Morgan Stanley
10.2021 - 04.2022
Assistant Supervisor
Compson Homes
11.2019 - 01.2021
Assistant Varsity Football Coach
Saint John Paul II Catholic Academy
04.2019 - 11.2023
Restaurant Waiter
Dean Anthony's Pizzeria
01.2015 - 04.2019
Busser
Dean Anthony's Pizzeria
01.2009 - 12.2015
BBA - Finance
Florida Atlantic University
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