Mark A Piotti
Bronx,NY
Summary
Customer-focused professional with extensive experience in customer support and financial services. Adept at managing client relationships, streamlining processes, and enhancing operational efficiency to drive satisfaction and loyalty.
Overview
26
26
years of professional experience
Work History
Private Family Care Provider
Private Family Client
New York, NY
06.2018 - Current
- Managed healthcare and household budgets to ensure financial stability and resource allocation.
- Scheduled and maintained appointments and logistics to ensure organized care.
- Coordinated medical appointments and maintained health records to support timely care and effective communication.
- Managed daily medical and personal tasks.
- Provided daily assistance and care to meet family members' personal needs.
- Prepared meals and planned nutrition to promote health and well-being for the household.
- Communicated effectively with family members regarding care plans and changes.
- Acting as a liaison between family member and all medical and non-medical professionals
- Assisting in all medical and financial document completion
Customer Support Representative
Betfair Interactive
Jersey City, NJ
10.2013 - 05.2018
- Provided technical support to clients to resolve issues
- Guided clients in navigating website/app features to enhance user experience
- Providing assistance to clients with escalated issues such as the process of payments and technical issues
- Resolved complex customer inquiries and issues effectively and efficiently.
- Addressed diverse client inquiries about website/app usage to ensure satisfaction
- Provided exceptional customer service through various communication channels.
- Provided customers with detailed product information, pricing, billing support, and troubleshooting assistance.
- Escalated unresolved issues to appropriate departments for further assistance.
- Resolved technical issues using ticketing systems and knowledge bases.
Call Center/ On Call Assignments
Metropolitan Staffing/King Teleservices Inc.
Brooklyn, NY
06.2013 - 10.2013
- Resolved escalated client refund issues and payment holds, ensuring timely resolutions and client satisfaction.
- Provided support to clients with their inquiries with any and all inquiries regarding the use of Citi bike and its services
- Troubleshot client issues with bike stations and kiosks regarding docking, undocking, transactions, and locating specific destinations.
- Guided clients through Citi bike website features to facilitate tasks such as signing up for yearly memberships and downloading applications.
- Updating account information such as address and password changes using CRM database
- Assisting clients with their annual accounts, 24-hour and 7-day casual passes
Shareholder Services Call Center/ Account Representative
American Stock Transfer & Trust Co
Brooklyn, NY
02.2010 - 06.2011
- Supported shareholders with account status and inquiries, ensuring timely resolution of concerns
- Assisted shareholders and financial firms with validating securities and facilitating tendering processes, enhancing transaction accuracy
- Providing paperwork and assistance for account changes/corrections/sales and replacement of a security
- Followed up on research inquiries from shareholders and financial firms, providing detailed information to aid decision-making
- Providing the status on all corporate transactions
- Assisting shareholders/financial firms with the removal of a restriction on a security
- Issuing physical certificates for shares that were held electronically
Independent Broker/Advisor
V Finance Inc.
New York, NY
08.2007 - 12.2009
- Financial Investment Advisement/Raising new capital
- Managed client portfolios, delivering tailored financial advice to align investments with client goals.
- Provided personalized investment advice and strategies tailored to individual client risk profiles and financial goals.
- Executed buy and sell orders for clients, optimizing timing and pricing to enhance portfolio returns.
- Educated clients on the implications of different investment vehicles and strategies in relation to their overall financial plan.
- Provided guidance on the selection of stocks, bonds, mutual funds, and other securities.
- Developed strategies to attract and nurture relationships with new clients, expanding client base.
- Managed existing client accounts by providing ongoing support and communication.
- Executed transactions for buying and selling listed securities based on market analysis.
- Processed account openings for new clients by gathering necessary documentation and information.
- Engaged potential clients in comprehensive sales discussions to showcase financial solutions.
- Conducted thorough research on publicly traded companies utilizing financial metrics and analytical tools.
Independent Broker/Advisor
Sky Capital LLC
New York, NY
01.2005 - 12.2007
- Financial Investment Advisement/Raising new capital
- Maintained and strengthened client accounts and relationships to ensure ongoing satisfaction and retention.
- Provided personalized investment advice and strategies tailored to individual client risk profiles and financial goals.
- Developed investment strategies based on market analysis and client goals.
- Executed transactions for listed securities on behalf of clients, optimizing timing and pricing to align with their investment strategies.
- Executed buy and sell orders on behalf of clients, ensuring optimal timing and pricing to maximize returns.
- Provided guidance on the selection of stocks, bonds, mutual funds, and other securities.
- Daily sales presentations via telephone and face to face interaction with potential clientele
- Cultivated long-term relationships with customers through personalized service and advice.
- Established accounts for new clients while actively seeking referrals to expand clientele.
- Responded promptly to customer inquiries regarding account activity or transactions.
- Researching publicly traded companies using financial and analytical data
- Delivered portfolio performance reports to clients, providing detailed analysis and actionable investment recommendations.
Broker/Advisor
J.P. Turner & Co
New York, NY
10.2003 - 06.2005
- Financial Investment Advisement/Raising new capital
- Prospected and engaged potential clients to expand client base
- Maintained and nurtured relationships with current clientele to ensure satisfaction and retention
- Buying and selling of listed securities
- Opened accounts for new clients by gathering necessary documentation and verifying referrals
- Cross selling of established clientele
- Delivered daily sales presentations via telephone and in-person to attract potential clientele
- Updating clientele with information regarding current accounts
- Researching publicly traded companies using financial and analytical data
Securities Advisor Apprentice
GBI Capital & Partners.
New York, NY
07.2000 - 09.2003
- Conducted cold calls, successfully generating new business leads for the brokerage.
- Identified and approached potential clients, initiating discussions on tailored financial services.
- Supported registered broker by managing administrative tasks and facilitating client communications.
Education
New York, NY -
Securities Training corp.
New York, NY01-2004
New York, NY -
Greico Financial Institute
New York, NY01-2002
High school - Bronx, NY
All Hallows High school
Bronx, NY06-1999
Skills
- In-home care coordination
- Client needs assessment
- Customer relationship management
- Healthcare logistics
- Budget management
- Member account management
- Financial services knowledge
- Financial procedures knowledge
- Sales skills
- CRM software usage
- Microsoft Office Suite
- Problem solving skills
- Multitasking
- Customer service skills
- Communication skills
Timeline
Private Family Care Provider
Private Family Client
06.2018 - Current
Customer Support Representative
Betfair Interactive
10.2013 - 05.2018
Call Center/ On Call Assignments
Metropolitan Staffing/King Teleservices Inc.
06.2013 - 10.2013
Shareholder Services Call Center/ Account Representative
American Stock Transfer & Trust Co
02.2010 - 06.2011
Independent Broker/Advisor
V Finance Inc.
08.2007 - 12.2009
Independent Broker/Advisor
Sky Capital LLC
01.2005 - 12.2007
Broker/Advisor
J.P. Turner & Co
10.2003 - 06.2005
Securities Advisor Apprentice
GBI Capital & Partners.
07.2000 - 09.2003
New York, NY -
Securities Training corp.
New York, NY -
Greico Financial Institute
High school - Bronx, NY
All Hallows High school