Pasquale Caione
Philadelphia
Summary
Results-driven professional with over 20 years of experience in relationship management. Skilled in building client connections through active listening and clear communication. Eager to leverage strengths in team collaboration to enhance client service delivery and satisfaction.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Relationship Manager
Vanguard
Malvern
01.2011 - Current
- Build long-term relationships with clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Conduct in-depth needs assessments to tailor financial solutions for clients.
- Collaborate with internal teams to ensure seamless service delivery for clients.
Flagship Service Representative
Vanguard
Malvern
01.2004 - 01.2011
- Established strong and positive working relationships within organization to contribute to team success.
- Built and maintained strong client relationships through exceptional service and communication.
Voyager Service Team
Vanguard
Malvern
04.2000 - 01.2004
- Executed monetary and clerical transactions with clients for accuracy and timeliness.
- Collaborated internally with departments to facilitate seamless service delivery.
- Rotational onsite representative for in-house financial center.
Education
Bachelor of Science - Pre-MBA/Human Resources
Philadelphia University
Philadelphia, PA05-2010
Skills
- Client-focused strategies
- Team collaboration
- Reliability and connections
- Time management
- Relationship building
- New business generation
- Excellent communication
- Exceptional organization skills
Certification
Series 66,65,7,63,6,SIE
Timeline
Relationship Manager
Vanguard
01.2011 - Current
Flagship Service Representative
Vanguard
01.2004 - 01.2011
Voyager Service Team
Vanguard
04.2000 - 01.2004
Bachelor of Science - Pre-MBA/Human Resources
Philadelphia University