Michael Cardello
North Attleboro,Ma
Overview
10
10
years of professional experience
1
1
Certification
Work History
Wealth Management Service Specialist II
Fidelity Investments
12.2020 - Current
- Assisted in development of departmental goals and organizational goals by aligning with multiple teams to transform WMS nationwide through pilots programs.
- Cultivated strong relationships with clients and colleagues through excellent communication skills and genuine concern for their needs.
- Awarded EIA for excellent quality of work in Q4 of 2021.
- Improved team performance, coaching employees and offering one-on-one mentoring through my direct teammates as well as with branch associates and leaders.
- Led escalation processes for quicker issue resolution and improved customer experience with branches and provided solutions to extremely challenging problems.
Enterprise Relationship Consultant
Merrill Lynch
04.2018 - 08.2020
- Excellent client service skills with ability to show empathy and build rapport
- Assist account holders, executors and beneficiaries with required documentation for transferring and distributing assets due to death
- Ability to profile, educate clients on available products and services throughout the enterprise
- Ability to identify prospect opportunities and set clear expectations of case management, to transition of assets, and account opening process and timeframes
- Ability to multi-task under pressure to exceed client experience, retention, productivity, client deepening
- Awarded Top Performer of Quarter 2 of 2019 with most assets brought into Merrill with 5.7 million added to the firm
- Awarded Top Customer Satisfaction amongst the segment in 2019 for the entire year based on customer ratings.
Client Broker Service Specialist
Citizens Bank
04.2017 - 03.2018
- Assist Financial Consultants with product information and how it pertains to suitability regulations for the company
- Provide accurate financial information on fixed income, and equity securities for clients
- Ensure all operations affecting clients were carried out in accordance with SEC and FINRA rules and regulations
- Facilitate Financial Consultant account opening with DOL requirements and potent information for regulatory purposes
- Conduct Monthly Analysis on discrepancy issues and how to improve processes within the corporation.
Temporary Cost Analysis and Savings Analyst
Granite Telecommunications
01.2017 - 04.2017
- Create special pricing plans alongside FP&A teams that ensure a margin that satisfies Granite’s financial requirements
- Conduct reviews of critical pricing scenarios which involve large datasets in Excel
- Balance multiple long and short-term projects of product special pricing quotes and margin datasets while working with hard deadlines for a large array of Fortune 500 prospects.
Account Representative
Cornerstone Financial
07.2014 - 12.2016
- Assessment of risk levels of clients and determining appropriate insurance products and premiums based on multiple factors
- Restructured filing system to online database that was both secure and easily accessible by interdepartmental staff members.
Administrative Assistant Intern
CharterCare Health Partners
05.2016 - 07.2016
- Revitalized CharterCare Rhode Island hospitals with a 17.5 million-dollar renovation on Roger Williams Hospital to rejuvenate the image of the company and the hospital
- Planned and coordinated logistics and materials for board meetings, committee meetings, and staff events.
Database Intern
Blue Cross Blue Shield
06.2015 - 09.2015
- Supported Finance and Business Information teams by performing analysis on sales, or customer fluctuation for a period to show how products performed on a monthly, quarterly, or annual basis
- Assist and prepare marketing reports on performance and other presentation materials.
Education
MBA - Strategic Analytics
Bryant University
Smithfield, RI08.2020
Bachelor of Science - Finance and Economics
Bryant University
Smithfield, RI12.2016
Certification
Series 7
Series 66
Series 10
Timeline
Wealth Management Service Specialist II
Fidelity Investments
12.2020 - Current
Enterprise Relationship Consultant
Merrill Lynch
04.2018 - 08.2020
Client Broker Service Specialist
Citizens Bank
04.2017 - 03.2018
Temporary Cost Analysis and Savings Analyst
Granite Telecommunications
01.2017 - 04.2017
Administrative Assistant Intern
CharterCare Health Partners
05.2016 - 07.2016
Database Intern
Blue Cross Blue Shield
06.2015 - 09.2015
Account Representative
Cornerstone Financial
07.2014 - 12.2016
MBA - Strategic Analytics
Bryant University
Bachelor of Science - Finance and Economics
Bryant University
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