Joseph Delorenzo
Port Orange,FL
Summary
Dynamic professional with expertise in guiding advisors through complex processes while enhancing operational efficiency. Proven ability to lead teams effectively, handle escalations, and train new members. Committed to fostering collaboration and providing exceptional advisor support.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Enhanced Specialist
Charles Schwab & Co
Orlando, Florida
09.2025 - Current
- Provided leadership support as Acting Team Lead, handled advisor escalations, resolved team inquiries, and promoted efficient workflow.
- Consulted advisors on complex topics to enhance process efficiency.
- Coordinated with other departments to streamline workflow processes, fostering collaboration.
- Trained new team members on company policies and systems usage, improving onboarding experience.
ADVISOR SERVICES ASSOCIATE
Charles Schwab
Orlando, FL
07.2024 - 09.2025
- Guided advisors in navigating Schwab Advisor Center to enhance their operational efficiency.
- Provide advisors with information and guidance that allows them to better serve their clients.
- Assist advisors on moving funds and setting up recurring funds.
- Assisted advisors in completing and correcting forms to ensure compliance and accuracy.
SERVER
Hidden Treasures
Ponce Inlet, FL
03.2018 - 06.2023
- Delivered exceptional customer service, enhancing guest satisfaction and overall dining experience.
- Addressed customer complaints professionally, fostering a positive environment and strengthening guest loyalty.
- Communicated effectively with kitchen staff regarding customer allergies or special requests.
- Coordinated multiple tasks simultaneously, maintaining organization and efficiency in high-pressure situations.
- Processed payments accurately using cash registers or point-of-sale systems.
Education
BBA - Finance
University of North Florida
FL12-2023
ASSOCIATE OF ARTS - GENERAL STUDIES
Daytona State College
FL08-2016
Skills
- Performance Improvement
- Problem-solving
- Analytical thinking
- Critical thinking
- Relationship Management
- Reliability
- Professionalism
- Active listening
Certification
- Securities Industry Essentials (SIE) Exam- Passed
Timeline
Enhanced Specialist
Charles Schwab & Co
09.2025 - Current
ADVISOR SERVICES ASSOCIATE
Charles Schwab
07.2024 - 09.2025
SERVER
Hidden Treasures
03.2018 - 06.2023
BBA - Finance
University of North Florida
ASSOCIATE OF ARTS - GENERAL STUDIES
Daytona State College