Lucas Vanerio
Whitestone,NY
Summary
Experienced professional prepared to leverage extensive experience in operational management to enhance business performance. Expertise in developing and implementing process improvements while fostering collaborative environment to meet organizational goals. Reliable team player with focus on adaptability and achieving targeted results. Proficient in strategic planning and operational efficiency.
Overview
13
13
years of professional experience
Work History
Operations Manager
MJB Alehouse Group, Inc
05.2020 - Current
- Managed vendor accounts, scheduling, hiring and training of new staff
- Responsible for accurate record keeping of price comparison of products, as well as onboarding new vendors
- Led a team of 10+ to improve building maintenance efficiency, reducing downtime by 20%
- Increased takeout revenue by 150% in average for 2 years while reducing costs by 25%
- Reduced Fraudulent Chargebacks to a net zero loss for the business
Financial Advisor
Prudential Investments
05.2019 - 08.2020
- Educated and proposed life, health, brokered, and managed account solutions with fiduciary duty to clients
- Offered investment, retirement and group health solutions to private clients as well as Business owners
- Helped clients achieve their goals through detailed, start-to-finish, tailor-made solutions
Financial Advisor
Edward Jones Investments
08.2018 - 04.2019
- Educated clients, identified their needs, and built relationships to provide customized financial solutions
- Consulted with industry experts to determine best interest of clients are met
- Delivered comprehensive, tailored financial solutions that helped clients achieve their goals, from initial consultations to final implementation
Personal Banker
KeyBank
10.2017 - 08.2018
- Developed and maintained a broad knowledge of products and services to identify and resolve complex client needs
- Assisted in coaching and training branch professionals; participated in special project and assignments
- Cultivated strong partnerships with business partners focusing on client retention and acquisition
- Audited branch processes and provided guidance to ensure compliance with regulatory, security, and internal standards
Personal Banker
Citizens Bank
04.2017 - 10.2017
- Developed new and existing customers by understanding and addressing their financial needs
- Partnered with specialists (Loan/ Mortgage Officers, Financial Advisors), to ensure customers get access to experts
- Followed State and Federal regulations including but not limited to Anti Money Laundering, USA Patriot Act
- Bank Secrecy Act, OFAC, Truth in Lending (Reg Z) and Fraud Protection Security Procedures
Retail Sales Specialist
Verizon Wireless
10.2011 - 12.2016
- Consulted with clients, identified needs and implemented solutions to satisfy client requirements
- Regularly required to refresh knowledge concerning product lines by means of online and classroom training
- Demonstrated interpersonal skills via trust building among customers, troubleshooting and problem resolution
Education
Master of Arts - Extension Studies, Management
Harvard University
Cambridge, MA01.2019
Bachelor of Science - Business Administration
Hartwick College
Oneonta, NY01.2015
Graduate Certificate - Strategic Management
Harvard University
Cambridge, MA01.2018
Graduate Certificate - Human Resources Management
Villanova University
Villanova, PA01.2016
CORe: Credential of Readiness -
Harvard Business School Online
Cambridge, MA01.2016
Skills
- Staff Training & Leadership
- Relationship Building
- Microsoft Office
- Critical Thinking
- Regulatory Compliance
- Interdepartmental Communication
- Team leadership
- Time management
- Decision-making
- Relationship building
- Project management
- Customer relationship management (CRM)
Websites
Professional Development
- Graduate Certificate in Strategic Management, Harvard University Extension School, Cambridge, MA, 05/18
- CORe: Credential of Readiness, Harvard Business School Online, Cambridge, MA, 05/16
- Human Resources Management, Villanova University, Villanova, PA, 05/16
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Operations Manager
MJB Alehouse Group, Inc
05.2020 - Current
Financial Advisor
Prudential Investments
05.2019 - 08.2020
Financial Advisor
Edward Jones Investments
08.2018 - 04.2019
Personal Banker
KeyBank
10.2017 - 08.2018
Personal Banker
Citizens Bank
04.2017 - 10.2017
Retail Sales Specialist
Verizon Wireless
10.2011 - 12.2016
Master of Arts - Extension Studies, Management
Harvard University
Bachelor of Science - Business Administration
Hartwick College
Graduate Certificate - Strategic Management
Harvard University
Graduate Certificate - Human Resources Management
Villanova University
CORe: Credential of Readiness -
Harvard Business School Online
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