Summary
Overview
Work History
Education
Skills
Additional Information
Volunteer Experience
Hobbies and Interests
Currentlicenses
Timeline
Hi, I’m

RONALD COLANGELO

New Rochelle,NY
RONALD COLANGELO

Summary

Experienced supervisor with the ability to train and motivate staff to meet challenging performance targets and consistently satisfy customers with high-quality service. Focused on keeping the department efficient and cost-effective.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

32
years of professional experience

Work History

Bhashyam Wealth Management Inc

Senior Operations and Sales Manager
01.2022 - Current

Job overview

  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
  • Implemented CRM systems for better tracking of leads, and improving follow-up processes and communication within the team.

Cetera Financial Group

Risk Management
01.2009 - 03.2022

Job overview

  • Assessed client's risk tolerance and implemented tailored risk mitigation strategies, reducing portfolio volatility and improving downside protection
  • Suggested investment products and services appropriate for clients based on time horizon and risk profile
  • Formulated custom solutions for clients based on their unique requirements, resulting in enhanced satisfaction levels.
  • Coordinated with other financial professionals such as accountants or estate planners to provide holistic service to clients in retirement planning matters.
  • Reduced potential financial risks faced by clients in their retirement years, implementing proactive measures such as diversifying investments or creating contingency plans in case of unforeseen circumstances arising during later stages of life.

Fidelity Investments

Branch Manager/Vice President
01.1993 - 01.2009

Job overview

  • Supervised and Managed a Staff of 18 Private Client Executives with respect day to day trading, training and development, compliance, and monetary risk to the firm
  • Monitored key performance indicators and financial metrics to assess progress and exercise informed decisions for the organization
  • Implemented customized coaching and development plans to close employee knowledge and skill gaps
  • Managed business plans, outlined policies and coordinated resources to improve operations and maximize resource utilization
  • Developed successful internal and external operations, meeting organization's changing needs and requirements

Fidelity Investments

Assistant Branch Manager, Operations
04.1998 - 05.1999

Job overview

  • Addressed customer complaints and assisted in timely resolution to maximize satisfaction
  • Monitored operations to ensure that interactions and processes complied with operational policies
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Handled front-office branch activities during peak periods to manage queues and resolve complaints
  • Recruited, hired and trained personnel to grow business books
  • Trained and guided staff on new financial products and in upselling and cross-selling techniques

Education

College Of Financial Planning
New York, NY

Associate of Applied Science from Finanancial Planning

University Overview

STATE UNIVERSITY OF NEW YORK
New Paltz, NY

Bachelor of Arts from Marketing Management

University Overview

Skills

  • Customer relationship management
  • Performance optimization
  • Team building and leadership
  • Problem-solving
  • Customer engagement
  • Relationship building and rapport
  • CRM platforms
  • Operations

Additional Information

Additional Information
Covid-19 vaccination card available upon request

Volunteer Experience

Volunteer Experience
Board Member, Visions, 01/01/95, 01/01/99

Hobbies and Interests

Hobbies and Interests
  • Golf
  • Boating
  • Black labs

Currentlicenses

Currentlicenses
  • Other, Licensed by National Association of Securities Dealers with Series 7, 9, 10, 63 and 66 Life and Health Insurance Certificate, 1992
  • In pursuit of CFP designation, 07/01/24
  • Property Casualty Licensed, NY, CT, NJ

Timeline

Senior Operations and Sales Manager
Bhashyam Wealth Management Inc
01.2022 - Current
Risk Management
Cetera Financial Group
01.2009 - 03.2022
Assistant Branch Manager, Operations
Fidelity Investments
04.1998 - 05.1999
Branch Manager/Vice President
Fidelity Investments
01.1993 - 01.2009
STATE UNIVERSITY OF NEW YORK
Bachelor of Arts from Marketing Management
College Of Financial Planning
Associate of Applied Science from Finanancial Planning
RONALD COLANGELO