Joseph Tarantino

- Develop meeting materials and financial models tailored for high net worth individuals with a minimum of 5 million net worth and 250k investment
- Facilitated in lead generation by researching prospects through zoominfo, and other classified databases.

- Attended Technical Analysis /Wealth Management class 2 times a week, enhancing my knowledge on trends and different market techniques.

• Greet clients and transport vehicles cautiously to designated areas
• Prioritize responsibilities in a fast-paced environment while maintaining a positive and professional attitude
• Training new staff members in procedure and conduct
• Ensure quality of service

• Welcomed patients and conducted check-in procedures including screening patient credentials, payment processing, account updates
• Scheduled and confirmed appointments using a multi line telephone system
• Provided administrative support by making copies, sending faxes, filing and rearranging schedules
• Oversaw office inventory by restocking supplies and submitting purchase orders