Sean Rivinus
Gastonia,NC
Summary
Experienced financial services professional with a robust background in client relationship management and wealth advisory for high-net-worth clientele. Proven ability to enhance customer satisfaction through expert communication, and problem-solving skills. Skilled in financial analysis and project management, consistently achieving high client engagement and satisfaction scores.
Overview
26
26
years of professional experience
1
1
Certification
Work History
High Net Worth Associate
Fidelity Investments
Charlotte, NC
07.2024 - Current
- Delivered tailored financial solutions to clients, ensuring timely resolution of inquiries, and 99.3% schedule efficiency.
- Process complex financial transactions, while maintaining high accuracy and efficiency.
- Attained call efficiency measure of CLPH at 5.67.
- Utilized communication skills to manage client relationships and enhance customer satisfaction ratings.
High Net Worth Customer Relationship Associate
Vanguard
Charlotte, NC
06.2023 - 08.2024
- Utilize strong communication and critical thinking skills, resolve complex issues with customers in the $1-5 million dollar AUM segment
- Efficiently handle inbound call processing customer requests including opening accounts, registrations and transfer of assets achieving an average handle time of 963 second which was 20% time below the departmental goal
- Leverage expertise in financial services to provide customer support and guidance ensuring seamless resolutions and fostering positive client interactions demonstrated with a 92.6% CSAT rating
Tutor - Finance and Management Science
Western Carolina University
Remote
06.2022 - 08.2023
- Implemented creative instructional strategies during sessions that led to a 20 percent increase in students' subject comprehension
- Delivered research-based curriculum lessons and assessments that supported improving student achievement by at least 10 percent
- Evaluated student academic data to ensure 100 percent accuracy in inputting it into the school database and preparing student progress reports
Field Researcher
Knowland
Charlotte, NC
05.2006 - 06.2023
- Researched over 25 designated hotels to collect event information using a handheld device
- Hired and trained teammates to ensure 100 percent coverage for the data collection area
- Ensured accurate data collection over 17 years, contributing to the success and reliability of Knowland’s event data collection for the Charlotte metro region
Fulfillment Associate
Amazon
Charlotte, NC
03.2020 - 08.2022
- Expedited locating and preparing grocery items for delivery in accordance with strict Amazon standards, regularly exceeding UPH (Units Per Hour) metrics by 35 percent
- Developed excellent communication skills working with customers and over 150 team members
- Enhanced leadership skills by training over 45 new team members
Owner
Rivinus Photography
Charlotte, NC
01.2005 - 12.2020
- Grew annual revenue by 13% per year for 15 years by identifying new market opportunities and launching targeted marketing campaigns across social media and local channels.
- Recruited, trained, and managed a team of four employees, resulting in a 50% improvement in customer satisfaction scores through consistent coaching and performance feedback.
- Increased client retention by 30% through the implementation of a personalized customer follow-up system and loyalty program.
- Reduced operational costs by 20% through the renegotiation of supplier contracts and the implementation of more efficient inventory management practices.
Terminal Manager
TCW, Inc
Charlotte, North Carolina
03.2003 - 04.2003
- Led a team of 42 drivers and logistics staff, increasing the on-time delivery rate by 18% year-over-year through effective dispatch planning and real-time performance tracking.
- Reduced terminal dwell time by 17% by implementing process improvements in yard management and load scheduling.
- Cut overtime expenses by 15% through improved labor forecasting, shift optimization, and realignment of dispatch windows.
- Increased labor-to-revenue efficiency by 17% by optimizing equipment utilization, reducing idle time of chassis and tractors by 28% through improved scheduling, maintenance coordination, and twenty-four hour dispatching
- Managed daily throughput of over 200 containers, maintaining an error rate of less than 1% on dispatches, and improving customer satisfaction scores by 30%.
IT Project Manager
Maersk Inc
Charlotte, North Carolina
06.2002 - 03.2003
- Delivered 4 global enterprise IT projects on time and under budget, averaging 9% cost savings per project through proactive scope control, vendor negotiation, and agile methodology adoption.
- Led cross-functional teams of up to four members across development, QA, and infrastructure, resulting in a 98% stakeholder satisfaction rate over an almost one-year span.
Process Analyst
Maersk Line
Copenhagen , Denmark
04.2001 - 06.2002
- Mapped and optimized global workflows across 5 regions, reducing process redundancy by 30%, and saving an estimated 2,000,000 in FTE hours annually.
- Led root cause analysis on process inefficiencies, implementing solution actions that improved cycle time by 18% across the customer service and logistics functions.
Team Leader
Maersk Inc
Memphis, TN
01.1999 - 04.2001
- Coordinated regional dispatch operations across four states, managing the movement of over 1,200 containers weekly, while maintaining a 98% on-time performance rate.
- Cut deadhead miles by 18% across the region by leveraging load-balancing strategies and real-time dispatch adjustments.
- Coached and developed a team of three dispatchers, resulting in a 35% improvement in load assignment accuracy and stronger communication with drivers and terminals.
- Implemented weekly coaching sessions and performance reviews, fostering a culture of continuous improvement, and contributing to a 25% increase in team productivity.
Education
Bachelor of Science - Finance – Personal Financial Planning
Western Carolina University
Cullowhee, NCSkills
- CRM
- Financial Analysis
- Microsoft Office
- Project Management
- Client Relationship Management
- Problem Solving
- Critical thinking
- Time management
Certification
- Series 7, Financial Industry Regulatory Authority (FINRA)
- Securities Industry Essentials (SIE), Financial Industry Regulatory Authority (FINRA)
- Series 63, North American Securities Administrators Association (NASAA)
- Series 66, North American Securities Administrators Association (NASAA)
Timeline
High Net Worth Associate
Fidelity Investments
07.2024 - Current
High Net Worth Customer Relationship Associate
Vanguard
06.2023 - 08.2024
Tutor - Finance and Management Science
Western Carolina University
06.2022 - 08.2023
Fulfillment Associate
Amazon
03.2020 - 08.2022
Field Researcher
Knowland
05.2006 - 06.2023
Owner
Rivinus Photography
01.2005 - 12.2020
Terminal Manager
TCW, Inc
03.2003 - 04.2003
IT Project Manager
Maersk Inc
06.2002 - 03.2003
Process Analyst
Maersk Line
04.2001 - 06.2002
Team Leader
Maersk Inc
01.1999 - 04.2001
Bachelor of Science - Finance – Personal Financial Planning
Western Carolina University
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