Paul Matecki
West Chester
Summary
Experienced Client Relationship Builder with a strong understanding of financial products and business. Delivered exceptional customer service through effective multitasking and time management skills. Committed to creating positive and memorable experiences for every customer.
Overview
4
4
years of post-secondary education
20
20
years of professional experience
Work History
Senior Fraud Investigator
Vanguard
03.2013 - Current
- Leads and manages complex fraud prevention, detection, and investigations daily.
- Conducts investigations and reviews to determine the actions needed to advance cases to closure.
- Thoroughly documents case chronologies and prepares executive summaries for The Fraud Weekly Report.
- Analyzes complex situations and identifies practical solutions acceptable to all interested parties.
- Explains regulations and potential tax implications to Personal Investor clients and crew.
- Works with business units and stakeholders to recommend and implement fraud prevention and detection measures and controls.
- Consults with Vanguard business partners on fraud prevention, trends, and detection/response issues/questions.
- Develops and maintains an established network of contacts to gather, exchange and execute actionable security intelligence to best protect crew, information, and assets.
Privacy Associate
Vanguard
07.2011 - 03.2013
- Researched and documented privacy issues in retail by investigating and collaborating with teams to identify root causes of incidents.
- Advised on root causes and recommended best practices to management, enhancing future privacy incident prevention.
- Assisted clients in understanding account features and investment options.
- Collaborated with team members to enhance client service strategies.
Flagship Service
Vanguard
02.2007 - 07.2011
- Delivered personalized service to high-net-worth individuals and their accounts, enhancing client satisfaction and loyalty.
- Enhanced relationship management skills through networking opportunities.
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
Bachelor - Music - Piano Performance
West Chester University of Pennsylvania
West Chester, PA 07.1988 - 05.1992
Skills
- Customer Relationship Management
- Client management
- Consultative Sales
- Problem Resolution
- Issue resolution
- critical thinking
- Communication skills
- Interpersonal skills
- conflict resolution
- Quick and Adaptive
- Enjoy Challenges
- flexibility
Certificates Licenses
- Series 6, FINRA license
- Series 63, FINRA license
- Series 7, FINRA license
- Certified Fraud Examiner, acfe.com, 20 CPE credits per year to maintain
Timeline
Senior Fraud Investigator
Vanguard
03.2013 - Current
Privacy Associate
Vanguard
07.2011 - 03.2013
Flagship Service
Vanguard
02.2007 - 07.2011
Bachelor - Music - Piano Performance
West Chester University of Pennsylvania
07.1988 - 05.1992