Manager Sales

Christopher (Casey) Preziosi

*** * *** ******. *** 4B

Brooklyn NY, 11249

Phone 732-***-****

E-mail: *********@*****.***

Qualifications Summary

Client Relationship Manager with more than seven years of financial

banking experience within Euroclear Bank. A Belgium based financial firm

that is the world's leading provider of domestic and cross-border

settlement and related services for bond, equity, fund and derivative

transactions.

Experience

Euroclear Bank, 40 Wall St, New York, NY Jan

2007- Present

Associate Manager - February 2013

Client Relationship Manager - Nov 2012 - Present

. Maintain and improve relationships with clients through customer

service initiatives and business management.

. Create and achieve both cross/up selling goals and directives for

current and prospective clients specific to the retention of fixed

income, equities and funds

. Analyze details of accounts to optimize greatest service/sales levels

. Handle the creation of account plans and sales objectives through the

SalesForce database

. Act as chief escalation point for issues of highest priority

. Research and pursue potential new clients via cold call initiatives.

Dedicated Income Account Manager - Sept 2010 - April 2013

. Personal contact for all queries and escalations pertaining to cash

accounts resulting from income and redemptions

. Successfully managed 3 of the largest US global custodian banks

. Steadfast knowledge of redemption, maturity, dividend, drawing and

partial redemption payments

. Direct contact with over 80 international paying agents

. Over 30 written and phone queries handled daily

Head of Client Service Training - Sept 2010 - Dec 2012

. In charge of in-office and off site client seminars as well as

training for all US based clients

. Responsible for new employee training and coaching

. Completed 4 week tour of India providing seminars and training to 15

different clients in 5 different cities.

Account Manager - 2008- 2010

. Lead Operational Relationship Manager for more than 15 assigned

financial institutions including leading banks, broker dealers and

custodians

. Responsible for the oversight and monitoring for urgent and time-

sensitive queries

. Served as guardian of service delivery contact

. Acted as central escalation point

. Ensured that a value-added service was provided through a pro-active

support and follow-up of clients needs and expectations

. Coordinated and participated in face to face client visits

Financial Analyst - 2007- 2008

. Supported all queries relating, but not limited to, areas of financial

settlement, corporate actions, money transfer and income

. Handle of over 60 phone/written inquiries per day

. Managed direct interaction with clients

. Prepared and delivered on-site client seminars and trainings

Education

Syracuse University College of Liberal Arts, Syracuse NY - 2005

B.A. History, minor Anthropology

Trinity College, Dublin, Ireland - 2003

Syracuse University Study Abroad

Technical Skills

Proficient in MS Office, SalesForce, Citrix Neighborhood, Lotus Notes,

Swift, Euclid PC, Fundsettle

Contact this candidate