Ryan Menozzi
Hamilton,OH
Summary
Dynamic professional with expertise in financial education and customer relationship management, honed at Fidelity Investments. Proven track record in resolving complex client issues and driving sales through tailored presentations. Adept at account management and technical troubleshooting, consistently exceeding expectations and fostering strong client relationships. Skilled in data analysis to enhance decision-making and strategic planning.
Overview
10
10
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
Covington, Kentucky
03.2025 - 11.2025
- Assisting in helping people with their 401(k) while maintaining integrity of the customer's accounts.
- Promoted to do Live Chat as well on top of my Phone duties.
- Was part of a team that spearheaded Authentication and Fraud Prevention on high dollar accounts for a six week assignment.
- Assisted clients with account inquiries and transaction processing.
- Educated customers on investment options and financial products.
- Collaborated with team members to resolve complex client issues.
Senior Healthcare Recruiter
Voca Healthcare Staffing LLC
Blue Ash, USA
01.2024 - 05.2024
- Build professional relationships with nurses as their travel career consultant and placement advisor.
- Source candidates through the database or using Vivian. Making 60+ calls daily.
- Track ongoing assignments and provide career plan for upcoming assignments. Extensions, retention, etc.
- Generate contracts for Nurses and Allied Health professionals with correct billing and pay details- while generating profit for the company.
- Assisted in Onboarding/Compliance duties. Reviewing Timesheets for submission for payroll.
Healthcare Recruiter
Trustaff Travel Nursing
Blue Ash, USA
09.2021 - 11.2023
- Build professional relationships with nurses as their travel career consultant and placement advisor.
- Effectively communicate assignment options, benefits and negotiate employment terms.
- Track ongoing assignments and provide career plan for upcoming assignments.
- Generate contracts for nurses and Hospital with correct billing and pay details.
- Had a peak of 28 Travelers on Assignment.
- Was very involved in training sessions and beta testing with Bullhorn when we changed our systems over.
- Assisted in Onboarding/Compliance duties. Reviewing Timesheets for submission for payroll.
Customer Service Agent on the GreatCall Program
RDI Marketing
Blue Ash, USA
11.2017 - 02.2020
- Troubleshooting
- Account Creation/Sales
- Technical Support
- Was proficient in 4 lines of business.
Seasonal Customer Service Agent
Trade Global
West Chester, USA
11.2015 - 12.2015
- Inbound calls for merchandise sales
- Inbound calls customer inquiries
- Inbound calls problem resolution
Education
Timeline
Financial Customer Associate
Fidelity Investments
03.2025 - 11.2025
Senior Healthcare Recruiter
Voca Healthcare Staffing LLC
01.2024 - 05.2024
Healthcare Recruiter
Trustaff Travel Nursing
09.2021 - 11.2023
Customer Service Agent on the GreatCall Program
RDI Marketing
11.2017 - 02.2020
Seasonal Customer Service Agent
Trade Global
11.2015 - 12.2015