DOMINIC YANNUZZI
Drums
Summary
Client-focused finance professional with over three years of experience in client services and investment operations. Proven track record of relationship management, problem-solving, and delivering exceptional client experiences. Adept at collaborating across teams to resolve escalations and implement solutions, with a strong foundation in financial services and a commitment to client satisfaction.
Overview
9
9
years of professional experience
Work History
New Business Liaison
SEI Private Trust Company
Oaks
03.2022 - Current
- Serve as a primary point of contact for internal and external clients, ensuring professional and accurate communication via phone, email, and in person.
- Conduct proactive educational calls to guide advisors through initial case submissions and explain SEI’s paperwork, policies, and procedures.
- Coordinate client conversion processes, collaborating with back-office teams to ensure smooth transitions and enhance the client experience.
- Interpret monetary requests and determine appropriate actions, aligning with high-net-worth client goals and SEI’s guidelines while maintaining compliance with industry regulations.
- Participate in departmental projects to improve processes and systems while upholding confidentiality, quality, and privacy standards.
Judge of Elections
Luzerne County Bureau of Elections
Butler Township
05.2020 - Current
- Assisted registered voters throughout election process, managing polling station operations.
- Oversaw poll workers to ensure compliance with election regulations and fair practices.
- Certified election results, delivering final tallies securely to Election Office.
- Achieved victory in 2021 PA Primary and General elections for Judge of Elections in Butler Township District 5.
Barista
Starbucks, Paterno Library
State College
10.2019 - 05.2021
- Delivered customer orders promptly during peak hours to enhance service efficiency.
- Maintained exceptional customer service while operating register in high-traffic periods.
- Trained new baristas on store protocols and drink recipes, ensuring consistent quality standards.
Senior Cashier
Regal Cinemas
Hazleton
09.2016 - 01.2020
- Facilitated customer ticket and concession purchases while promoting Regal's rewards program.
- Maintained balanced cash drawer at shift start and end to ensure accuracy.
- Trained and mentored new cashiers, employing positive techniques to enhance performance.
Education
Bachelor of Science - Finance
Penn State University
State College, PA05.2021
Skills
- Relationship Management
- Client Service Excellence
- Analytical and Problem-Solving Skills
- Financial and Investment Knowledge
- Process Improvement
- Effective Communication
- Team Leadership and Collaboration
Timeline
New Business Liaison
SEI Private Trust Company
03.2022 - Current
Judge of Elections
Luzerne County Bureau of Elections
05.2020 - Current
Barista
Starbucks, Paterno Library
10.2019 - 05.2021
Senior Cashier
Regal Cinemas
09.2016 - 01.2020
Bachelor of Science - Finance
Penn State University
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