Ted Serrao
Toms River,NJ
Summary
Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.
Overview
43
43
years of professional experience
27
27
years of post-secondary education
Work History
Manager
Hartnett Transit Service
Bayville, New Jersey
07.2019 - 06.2025
- Managed daily operations of transit services to ensure timely service delivery.
- Oversaw scheduling and routing for efficient fleet management and resource allocation.
- Trained and mentored staff on customer service protocols and safety procedures.
- Resolved customer complaints promptly to maintain high satisfaction levels in transit services.
- Monitored staff performance and addressed issues.
- Coached, mentored and trained team members in order to improve their job performance.
- Recruited and hired qualified candidates to fill open positions.
- Resolved conflicts between employees by providing guidance on company policies and procedures.
Manager
Loori bus Company
Whiting, NJ
06.2005 - 07.2019
- Hiring. Training, scheduling all employees. Overseeing maintenance and bi annual State Inspections. Completing Payroll, Conducting Employee Reviews, Securing new routes, and managing all existing routes and functioning as the contact person for all accounts.
- Analyzed financial data to provide strategic insights for client portfolios.
- Developed comprehensive financial plans tailored to individual client needs.
- Collaborated with clients to assess risk tolerance and investment goals.
- Educated clients on market trends and investment opportunities effectively.
- Led workshops to enhance client understanding of personal finance management.
- Communicated regularly with clients via phone calls or emails regarding updates on their investments or other relevant information about the markets.
- Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
- Created comprehensive financial plans that included retirement planning, cash flow analysis, estate planning and insurance coverage reviews.
Financial Consultant
Financial Consultant Group
Wall, NJ
03.1997 - 02.1999
- Advised clients on investment strategies and financial planning.
- Analyzed market trends to inform client recommendations.
- Developed customized financial portfolios for diverse client needs.
Financial Consultant
Merrill Lynch
Toms River, New Jersey
05.1990 - 12.1996
- Advised clients on investment strategies and financial planning.
- Developed customized financial portfolios for diverse client needs.
- Analyzed market trends to inform client recommendations.
- Conducted risk assessments to evaluate investment options.
Owner
Ocean County Printing Center
Toms River, New Jersey
01.1982 - 12.1989
- Managed daily operations of printing services and customer interactions.
- Oversaw equipment maintenance and repairs to ensure optimal performance.
- Developed marketing strategies to attract new clients and retain existing ones.
- Maintained relationships with existing clients by providing superior customer service.
- Managed daily operations of business, including hiring and training staff.
- Ensured compliance with local, state, and federal regulations.
- Oversaw budgeting and financial management.
- Provided direction and guidance to employees.
- Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
- Created marketing campaigns to attract new customers.
Education
Series 7, Series 64, Series 68, Annuities And Life Insurance - Financial Consultant
Merrill Lynch
Toms River, NJ 04.1990 - 12.1996
Appellate Printing Rules And Regulations
NJ Appellate Printing Company
North Plainfield, NJ 01.1980 - 10.1989
LUTC - Life Underwriters Training Certificate
Metropolitan Life Insurance
Trenton, NJ 05.1971 - 05.1979
Applied Psychology
Fairleigh Dickinson University
Teaneck, NJ 09.1969 - 06.1970
Applied Psychology
Ricker College
Houlton, ME 09.1967 - 06.1969
Skills
- Fleet management
- Route optimization
- Staff training
- Customer service
References
References available upon request.
Timeline
Manager
Hartnett Transit Service
07.2019 - 06.2025
Manager
Loori bus Company
06.2005 - 07.2019
Financial Consultant
Financial Consultant Group
03.1997 - 02.1999
Financial Consultant
Merrill Lynch
05.1990 - 12.1996
Series 7, Series 64, Series 68, Annuities And Life Insurance - Financial Consultant
Merrill Lynch
04.1990 - 12.1996
Owner
Ocean County Printing Center
01.1982 - 12.1989
Appellate Printing Rules And Regulations
NJ Appellate Printing Company
01.1980 - 10.1989
LUTC - Life Underwriters Training Certificate
Metropolitan Life Insurance
05.1971 - 05.1979
Applied Psychology
Fairleigh Dickinson University
09.1969 - 06.1970
Applied Psychology
Ricker College
09.1967 - 06.1969