Customer Service Management
Resume:
A LBERT A. D’A LESSIO
** ****** ***** **********, ** 07748
******@*******.***
SENIOR LEVEL FINANCIAL & BUSINESS MANAGEMENT PROFESSIONAL
Personnel Management Financial Management Strategic Business Development
Executive and highly developed management leader in Financial and Business Management platforms with expertise in all facets of
personnel management, strategic training and development, financial analysis, and highly critical decisions concerning capital and
investments. Additional expertise includes leadership and tenured expertise within life insurance, investments, or retirement planning.
Exceptional performance in business planning, budget management, financial management and analysis within high profile
corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental
in streamlining and improving processes, enhancing productivity, and implementing sound business solutions that advance personnel
excellence, culture, mission and profitability.
Business Management Training & Development Client Services
High Level Financial Proficiency Competitive Intelligence Customer Interaction
Strategic Planning/Analysis New Business Development Solid Communication
Personnel Management Policy & Procedure Presentation Ability
SELECTED CAREER HIGHLIGHTS
Successful advancement to Vice President and Broker for Goldman Sachs, the premier Financial Services Company;
chosen by peers as an elected official of the trading floor to regulate trading crowds and critical situations
Played key role in authoring continuing education programs for the brokerage community
Exceptional performance in human resource practices through recruitment, hiring and evaluation of personnel;
coupled with budget management oversight.
Played key role in client services, customer service and in depth understanding of client’s financial needs and
ensuring that vast products and services such as: life insurance, investments, or retirement planning met those needs.
Highly respected in skilled knowledge, unwavering integrity, and a true passion for people offering guidance and
clear direction with gained trust.
CORE COMPETENCIES
Solid integration management expertise; successful business operations; roles cover everything from high level
revenue planning for multiple years to detailed business controls process documentation
Provide complex reporting, strategic analysis and recommendations for internal and external platforms
Albert A. D’Alessio Resume, Page 2
Successful track record of leadership and originality through automation and process creation/improvements in all
positions held
Solid track record of integrity within financial information and in accordance with regulations, compliance, and
guidelines
Successfully managed and led team of 30 as member of NYSE management team
Monitor and communicate to peers, supervisors, and clients trading conditions
Elected by NYSE Committee to develop and implement new continuing education programs and materials
Served as a Floor Official for the New York Stock Exchange to regulate trading procedures
Orchestrated and implemented many IPO's as Lead Broker dealing with capital markets
Collaborated to develop a budget for NYSE staff and kept a log of all expenses incurred
Executed trading orders for both customer and firm accounts
Developed short and long term financial strategies customized to meet organization and/or client’s needs
Assisted individuals and businesses reach their goals by providing solutions to specific needs
PROFESSIONAL CAREER OVERVIEW
Allstate Financial Services
Personal Financial Representative / October 2013 Present
John Hancock
Financial Consultant/August 2011 September 2013
Axa Advisors
Financial Advisor /May 2008 –May 2011
Goldman Sachs
Vice President Equities/NYSE Floor Broker / 1992 2008
Albert A. D’Alessio Resume, Page 3
Previous Career Overview:
Goldman Sachs /
NYSE Floor Clerk/ 1983 1992
EDUCATION & CREDENTIALS
Masters of Business Administration, Finance
Wagner College
Bachelors of Business Administration Marketing
Pace University
Series 7 & 66
LIFE and HEALTH
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