Customer Service Travel Consultant

Tony Tholtsiniathis

646-***-**** ad12le@r.postjobfree.com

TRAVEL CONSULTANT INVESTMENT ADVISOR & IT PROFESSIONAL

CONCIERGE SERVICES TRAVEL CONSULTANT CLIENT RELATIONS INVESTMENT ADVISOR

Travel Consultant working with a family owned Destination Management Company in Istanbul, Turkey providing services for both inbound and outbound travel for high net worth individual clients from Turkey to New York City. Excellent customer service skills working on large projects with first-rate companies and demanding clients including PWC, Ogilvy and Mather, Cleary Gottlieb

Adept as financial consultant worked closely with individuals needing education and information on workplace retirement accounts and self-directed investment accounts, as well as risk management. Careful attention to detail in determining client financial objectives, and risk tolerance, while drawing on deep experience in technology to inform investment processes. Ideally suited for a challenging role in Financial Planning, Wealth Management, Investment Advising.

Expertise

Travel Research Itineraries Overseas Tours Concierge Services Client Relations Client Amenities Customer Service Market Analysis Trend Forecasting Financial Research

Certification

NYU School of Professional Studies, New York, New York

Certificate in Financial Planning,

TD Ameritrade (Investools Education)

Certificate in: Stocks Investing; Options Investing; Technical Analysis; Advanced Options Investing; and Fundamental Analysis

Professional Development

National Association Securities Dealers, New York, New York / Professional Series 7 and 63 Registrations (lapsed)

Netlan Information Technology Training, New York, New York / Sat for CFP Exam (self-directed initiative)

Education

Bachelor of Science in Biology and Chemistry, Brandon University, Manitoba, Brandon – Canada

Bachelor of Arts Degree in Psychology, Widener University, Chester, Pennsylvania

Publication: National Science Perspectives Journal – Cross Cultural Psychology: What Can Studies of India Tell Us?

Presented at the Proceedings of the 1994 National Social Science Association, New Orleans Conference

Career Progression

Travel Consultant, Retirement Consultant OPUS USA Consulting (Self-Owned S-Corporation) 2016 – Present

Working with a family owned Destination Management Company arranges inbound and outbound travel from Turkey to New York City. Arranges hotel and restaurant accommodations, theater reservations, limousine reservations access to sold out theater and cultural events available 24/7 while clients are traveling.

Provides important education, guidance and consultations for clients on their specific company sponsored 401(k) plan features and benefits. Analyzes and evaluates plan options in acute detail to provide best choices, including allocation and diversification.

Planned and arranged both inbound and outbound travel from Turkey to NYC assisting with accommodations, transportation, restaurant reservations, theater reservations and any other requests for high net worth Turkish travelers.

Made himself available after hours and during weekend via texts and calls while clients were travelling to NYC for any problems that might occur and resolved issues in a timely manner

Increased 403b plan participation by 40% after being sought for a consulting position to help the incoming Archbishop of the Greek Orthodox Archdiocese with his 403 b selection; educated the staff and clergy about the 403b option.

Provided self-directed investing and trading one's own accounts by analyzing market trends micro and macroeconomic factors, top down analysis of market conditions, analyzing US and Global index ETFs and commodity ETFs.

Exchange and Lotus Notes Administrator, Cleary Gottlieb Steen & Hamilton LLP, New York, New York 2005 – 2016

Lead role as Global Messaging & Collaboration Systems Engineer (Exchange/ Lotus Notes Administrator). Successfully designed, implemented and configured electronic messaging for this international law firm across 15 locations.

Provided customer service IT telephone support for the lawyers of this International Wall Street Firm. Resolved issues in a timely manner and escalated when necessary.

Provided leadership to vendors and support staff globally to deploy e signature to the entire firm.

Managed advance level troubleshooting and problem solving of messaging and database applications with iManage Worksite integrations for 3000+ end users via escalation through help desk Front Range Service Management system.

Proactively monitored systems, analyzing trends and events, recommending and configuring efficient cost saving architectures and solutions for infrastructure support, operations and customer satisfaction.

Senior Lotus Notes Administrator, Ogilvy & Mather Inc., New York, New York 2000 – 2005

Key role deploying, configuring and maintaining third party applications to maintain user infrastructure and enhance help desk ticket routing and communications. Oversaw maintenance of 55 servers and 5,000 users in Latin and North America.

Provided second level IT telephone support to executives and staff of this International Advertising Agency.

Maintained and configured an external domain server where replication and mail routing took place between Ogilvy, parent companies including WPP, and clients like IBM and American Express

Planned and implemented the decommissioning of the sendmail external email relay system configuring internet email to route via internet hub servers worked with agency clients: Amex, IBM and Kraft Foods.

Migrated Lotus Notes servers from Notes R4 to Domino R5, and onward to Domino R6

Solution Center Specialist, PricewaterhouseCoopers, New York, New York 1997 – 2000

Led technical support while troubleshooting inquiries on server administration, level II Lotus Notes help desk problems, replication, e-mail, and Lotus Notes ID Certifications.

Provided Customer Service Support for the newly established Call Center of the Firm, answering questions and resolving issues about Lotus Notes.

Answered the most calls and had the highest rate of first call resolution among other customer service representatives.

During the merger with Coopers & Lybrand, grew services from 18,000 to 60,000 employees worldwide, while reconfiguring and maintaining operation of an internal communication broadcast mail system.

Consultant, Chase Manhattan Bank, New York, New York 1996 – 1997

Key contributor in the conversion from a manual to an automated system following the merger with Chemical Bank

Served as Lead in a data integration project merging employees vital information to a new database system.

Investment Associate, PaineWebber Inc., Garden City, New York 1995 – 1996

Gained valuable experience working directly with the Principal/Money Manager.

Member of the top 2% investment team participating in financial research and new business development projects.

Successfully important obtained Series 7 and 63 licenses having no prior experience in finance.

Languages

Fluent in English, Turkish and Greek. Conversational in French and Italian.

Relevant Technical Skills

Email/WEB Security: Proofpoint Postini Symantec Tumbleweed Email

ITSM/Call Tracking: Front Range Service Desk Global Call Tracking

Platforms: Windows MS Exchange MS SQL Domino BES

Mobility: Mobile Iron GOOD Traveler Android Iphone Blackberry

Voice: VoIP (soft/hard) phone configurations Nortel to Cisco Transition

Other/Misc.: Virtualization VMWare Deployments Remote Access VPN TCP/IP Infrastructure Support Lotus Notes Desktop Systems IT Operations

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