JEREMY DASARO
Staten Island,USA
Summary
Results-driven Financial Services Professional with 12+ years of progressive experience in client relationship management, investment support, and operational efficiency within diverse financial environments. Proven expertise in portfolio administration, risk mitigation, trade reconciliation, and high-net-worth client support. Adept at leveraging CRM systems, optimizing financial processes, and ensuring regulatory compliance. Consistently recognized for exceeding sales targets, enhancing client satisfaction, and fostering strategic business growth. Seeking to apply analytical acumen and client-centric approach in a challenging finance role.
Overview
12
12
years of professional experience
Work History
Program Assistant - Temporary Assignment
New York University, Steinhardt School
04.2025 - 07.2025
- Streamlined administrative processes for 150+ students and 23 faculty members
- Coordinated 30+ academic events per semester, boosting student participation by 15%
- Managed 200+ student inquiries with a 90% response rate within 48 hours
- Optimized document management, reducing faculty processing time by 20%
Client Service Associate
Wealthspire Advisors
11.2022 - 11.2024
- Managed portfolio of high-profile clients, fostering long-term relationships
- Streamlined onboarding, contracts, and RMD requests using Salesforce CRM
- Supported Managing Director in onboarding 30+ high-net-worth clients, driving business growth
- Oversaw client paperwork distribution and processing for accuracy and efficiency
Relationship Manager
Pentagon Federal Credit Union
05.2019 - 11.2022
- Secured approvals for specialized high-net-worth lending cases beyond standard limits
- Expanded member relationships through deposit and loan product sales and referrals
- Consistently surpassed sales targets and earned perfect client service ratings
Relationship Manager
McGraw-Hill Federal Credit Union
10.2018 - 04.2019
- Managed high-net-worth client portfolios, delivering tailored financial guidance
- Cross-sold products and services to drive revenue growth and exceed goals
- Resolved client inquiries while ensuring regulatory and procedural compliance
Personal Banker / Small Business Specialist
Peoples United Bank
10.2015 - 10.2018
- Managed client financial needs across banking, loans, mortgages, insurance, and investments
- Conducted outreach to 15+ businesses monthly, building a strong client base and driving revenue
- Recognized as a top producer and expert in business financial services
Teller
TD Bank
07.2013 - 10.2015
- Processed 150+ daily transactions with accuracy, exceeding quarterly sales targets
- Organized monthly business banking events to support commercial clients
- Generated referrals through effective sales and client needs assessment
- Earned top client survey scores for service quality and satisfaction
Education
Bachelor of Science - Business Management, Legal Studies
Farmingdale State College SUNY
Farmingdale, NY12.2014
Skills
- Client Relationship Management
- High-Net-Worth Client Support
- Loan Origination & Underwriting
- Credit Analysis & Risk Assessment
- Financial Analysis & Portfolio Administration
- Custodial Platforms (Charles Schwab, Fidelity)
- CRM Systems (Salesforce, Tamarac, eMoney Advisor)
- Regulatory Compliance (FINRA, SEC, CFPB)
- Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Google Suite Proficiency
- Process Optimization & Workflow Streamlining
- Strong Interpersonal & Written Communication
Languages
Italian
Elementary
Timeline
Program Assistant - Temporary Assignment
New York University, Steinhardt School
04.2025 - 07.2025
Client Service Associate
Wealthspire Advisors
11.2022 - 11.2024
Relationship Manager
Pentagon Federal Credit Union
05.2019 - 11.2022
Relationship Manager
McGraw-Hill Federal Credit Union
10.2018 - 04.2019
Personal Banker / Small Business Specialist
Peoples United Bank
10.2015 - 10.2018
Teller
TD Bank
07.2013 - 10.2015
Bachelor of Science - Business Management, Legal Studies
Farmingdale State College SUNY
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