Project Management Financial Consultants
Resume:
JON AGAZZI
Knoxville, TN **919
*********@*****.***
Summary of Qualifications
Proven leader with a highly successful track record of managing operations and staff for large organizations and events in an effective, financially responsible manner.
Specialized skills in the planning and production of diverse events, coordinating and serving the needs of large groups of participants or clients and operating within restricted budgets.
Ensured efficient organization and production of all orchestral events (rehearsals, performances, tours, run outs and special events) as Director of Operations for the Knoxville Symphony Orchestra.
Oversaw all concert hall, hotel and travel booking for 60-member US Navy Band for 10-day, 10-city tour, working within a
$60K budget to book high-end halls/hotels while employing meticulous project management skills.
Possess exceptional communication, time management, multi-tasking, adaptability, and organizational skills. Professional Experience
Merrill Lynch, Knoxville, TN January 2021 to Present Wealth Management Client Associate
Serve as the main contact for clients, establishing their portfolios, building strong relationships and rapport, and providing support for their account needs by responding to inquiries and offering training when needed.
Provide dedicated operational and sales support to financial advisors.
Set up new accounts, process service requests and gather appropriate documentation.
Educate clients on services and assist them with stock quotes, account balances, and account-related details.
Ensure that concerned financial consultants are informed of details and activities associated with registered clients’ transactions and accounts.
Support financial consultants in arranging and executing direct mail campaigns.
Convey potential problems promptly to respective branch management or financial consultants.
Resolve customer complaints and inquiries proactively.
Identify issues requiring instant elevation to financial advisors or branch management team members.
Provide top-level of discretion related to client, branch, financial consultant, and company details.
Ensure all suitable and required account documents are acquired and updated.
Assist clients with transferring funds and securities, issuing checks as requested, as well as conveying information on absent paperwork and securities, and unpaid funds.
Knoxville Symphony Orchestra, Knoxville, TN 2019 to 2020 Director of Operations
Planned and supervised the setup and execution of all main stage, runout, education, development, and special event concert productions, including determining staging requirements, handling venue and equipment rentals, managing equipment loading and transportation, and overseeing hiring and coordination of lighting, sound, catering, transportation, and other services.
Hired and coordinated both union and non-union labor.
Assisted education and development departments with programming and technical development of concerts.
Oversaw concert recordings for archive and rebroadcast purposes and maintained archival recordings and KSO's repertoire history records.
Coordinated production activities with opera, ballet and other KSO partners.
Managed production and/or stage management for all performances.
Collaborated with KSO Executive Director, Music Director and staff, performance venues and opera, ballet, and other groups to create, maintain and disseminate KSO’s master schedule for each season. JON AGAZZI – Page 2
Knoxville Symphony Orchestra, Knoxville, TN (Continued) 2019 to 2020
Interpreted, implemented, and upheld terms of Master Agreement and other collective bargaining agreements; researched background and precedent where discrepancies in interpretation occurred.
Created and managed annual Operations Department expense budget for all aspects of KSO concert productions.
Worked closely with Executive Director and Finance Director to ensure budgets matched overall needs of the KSO.
Drafted, edited, negotiated, and issued contracts with venues, vendors, labor, and guest artists.
Arranged guest performers’ itineraries, lodging, travel, and hospitality. USA Cycling, Colorado Springs, CO 2014 to Present
Bicycle Race Official
Served as race official for professional and amateur bicycle races across the country, overseeing all aspects on race day, including assigning staff and liaising with racers, the race director, and officials. City Bikes, Washington, DC 2017 to 2018
Store Manager
Ensured smooth startup and profitable operation of new retail store.
Consistently met sales goals starting the first month, achieving sales of $80K the first year.
Managed staff of seven employees, including hiring, training, and scheduling.
Handled purchasing and tracking of inventory.
Route 1 Velo Cycling Team, Hyattsville, MD 2015 to 2016 Hyattsville Cyclocross Race Director
Served as race director for charity event raising funds for Special Olympics.
Managed all race planning and execution, including obtaining licensing and insurance, coordinating vendors, recruiting and managing volunteers, and administering race budget of $10K. US Navy Band, Washington, DC 2003 to 2017
Soloist, Eb Clarinetist and Quintet Chief in Charge
Coordinated two-day College Saxophone Quartet recital series, including recruiting, programming, and presentation of quartets in annual International Saxophone Symposium.
Grew the recital series from 20 US quartets to 45 international quintets.
Directed and ensured success of all aspects of the woodwind quintet. Education
Doctor of Musical Arts (ABD)
Ohio State University – Columbus, OH 2020
Master of Musical Arts
Case Western Reserve University – Cleveland, OH 1990 Bachelor of Musical Arts
Northwestern University – Evanston, IL 1985
Honors
Concerto Competition Winner 1990
Principal Clarinet - Cleveland Institute Orchestra - Cleveland, OH Concerto Competition Winner 1989
Cleveland Institute of Music – Cleveland, OH
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