Summary
Overview
Work History
Education
Skills
Timeline
Generic

Francesco Pietroforte

Pittsburg,California

Summary

Results-driven Senior Analyst, Family Office Advisory, with over 7 years of experience in family office advisory, investment analysis, and portfolio management. Expertise in developing tailored investment strategies and providing comprehensive financial insights to high-net-worth and ultra high-net-worth families and their advisors. Proven ability to analyze market trends, assess risk, and optimize asset allocation to meet client objectives. Strong communicator with a track record of building trusted relationships and delivering impactful presentations. Committed to aligning family values with financial goals to enhance long-term wealth and legacy planning.

Overview

8
8
years of professional experience

Work History

Senior Analyst, Family Office Advisory

ICONIQ Capital
San Francisco, CA
07.2024 - Current
  • Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers on large family office client relationships.
  • Serve as a key point of contact for day-to-day client service needs.
  • Develop a deep understanding of assigned clients' expectations and preferences to serve as a knowledgeable client advocate and ensure tailored execution.
  • Execute client service strategy, track client team goals, and monitor trends that will impact future client needs.
  • Develop and maintain trusted relationships with key client intermediaries, such as estate managers, chiefs of staff, and executive assistants.
  • Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues.
  • Execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.

Senior Registered Client Associate

JPMorgan Wealth Management
San Francisco, CA
05.2023 - 07.2024
  • Provide dedicated business support to Financial Advisors and their clients.
  • Establish, maintain, and build relationships while delivering exceptional client service.
  • Conduct client onboarding and account maintenance for new and existing clients.
  • Provide support across a diverse suite of products and applications.
  • Perform daily administrative and operational duties, including money transfers, account maintenance, equity trades, mutual fund orders, fixed income trades, and private investments on behalf of clients and Financial Advisors.
  • Serve as a liaison between the sales team, branch management, compliance, and various other business units throughout the firm.

Client Service Associate

First Republic Bank
San Francisco, CA
10.2019 - 01.2023
  • Provided exceptional customer service while onboarding new clients.
  • Underwriting via Microsoft Excel.
  • Effectively prioritized and managed multiple tasks at once.
  • Assisted customers with processing ACH and wire transfers.
  • Gained familiarity with Portfolio Management Software through Wealth Management teams - Schwab & Fidelity.
  • Collaborated with 4 individual relationship managers and maintained their pipelines of clients/loans.
  • Conducted lucrative marketing projects.
  • Maintain and extend relationships for future business opportunities.
  • Successfully reduced loan processing times and closed loans earlier.
  • Maintained professionalism while handling sensitive and confidential information.

Senior Member Support Representative - Assist

Lendingclub Corp.
San Francisco, CA
04.2019 - 10.2019
  • Supervised and led an inbound/outbound call center.
  • Successfully decreased agent call times and increased agent efficiency.
  • Mentored and successfully coached new member support representatives.
  • Processed customer escalations and provided accurate and professional solutions.

Senior Member Support Representative - Chat

Lendingclub Corp.
San Francisco, CA
11.2018 - 04.2019
  • Provided extraordinary service to customers over a chat application in a fast-paced contact center environment.
  • Leader in customer satisfaction and also increased efficiency to drive down turn around times.

Member Support Representative

Lendingclub Corp.
San Francisco, CA
10.2017 - 11.2018
  • Provided extraordinary service to customers over the phone in a fast-paced contact center environment.
  • Top producer and received multiple guru of care awards.
  • Listened and sought to understand the customer’s true request to create thoughtful solutions.

Universal Banker

Fremont Bank
Dublin, CA
12.2016 - 10.2017
  • Opened personal and business accounts.
  • Conducted ACH and wire transfers.
  • Met and exceeded sales goals.
  • Prospecting and outbound sales development.
  • Maintained a pipeline of clients.

Education

Bachelor of Science - Business Administration

San Jose State University
2017

Skills

  • SIE, Series 7, and 66
  • 7 Years of Expertise in Financial Sector
  • Proficient in Microsoft Office
  • Effective Time Management
  • Best in class service/white glove service
  • Effective communication, both internal and external
  • Account management
  • 4 years of experience with HNW and UHNW clients

Timeline

Senior Analyst, Family Office Advisory

ICONIQ Capital
07.2024 - Current

Senior Registered Client Associate

JPMorgan Wealth Management
05.2023 - 07.2024

Client Service Associate

First Republic Bank
10.2019 - 01.2023

Senior Member Support Representative - Assist

Lendingclub Corp.
04.2019 - 10.2019

Senior Member Support Representative - Chat

Lendingclub Corp.
11.2018 - 04.2019

Member Support Representative

Lendingclub Corp.
10.2017 - 11.2018

Universal Banker

Fremont Bank
12.2016 - 10.2017

Bachelor of Science - Business Administration

San Jose State University

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Francesco Pietroforte