Luke Vaccaro
Andover,MA
Summary
Skilled in fostering positive relationships and resolving complex customer issues. Experience includes managing key accounts, enhancing customer satisfaction, and contributing to company growth. Strengths encompass communication skills, problem-solving abilities, and relationship-building techniques. Have consistently improved customer engagement and loyalty through personalized service strategies.
Overview
3
3
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
06.2025 - Current
- Support retail investors with brokerage and retirement accounts in a regulated, high-volume environment
- Resolve complex client issues while delivering clear explanations and maintaining strict compliance standards
- Build client trust through effective communication, active listening, and consistent service delivery
- Completed required FINRA licensing exams (SIE, Series 7, Series 63) as part of early-career development
Business Owner
Timeless Transfers
06.2024 - 08.2024
- Developed and executed marketing strategies, including social media campaigns
- Utilized QuickBooks to manage accounting and invoicing
- Managed client interactions and collected customer feedback using SurveyMonkey to continuously improve service quality and customer satisfaction
- Oversaw all aspects of business operations, from financial management to inventory control, ensuring smooth and efficient workflow
Corporate Development and Product Alliances Intern
Deltek
12.2022 - 01.2024
- Supported mergers and acquisitions team
- Conducted research on competitor integrations
- Supported onboarding of alliance partners
- Leveraged data to identify the strengths and weaknesses of partners
- Organized data through SalesForce in the form of dashboards to showcase relationships
- Evaluated survey data and created databases through Excel
Education
Bachelor's Degree - Marketing
Providence College
Providence05.2025
Skills
- Financial services and client support
- Market research
- Communication skills
- Problem resolution
- SalesForce
- Social Media Marketing
Hobbies and Interests
- Playing hockey, basketball, golf
- Boston sports
- Travel
Timeline
Customer Relationship Advocate
Fidelity Investments
06.2025 - Current
Business Owner
Timeless Transfers
06.2024 - 08.2024
Corporate Development and Product Alliances Intern
Deltek
12.2022 - 01.2024
Bachelor's Degree - Marketing
Providence College