Operations and Customer Service Professional with 10+ Years Experience

Thomas Petruzzo

Contact Information:

*** **** ******** ******, *********, PA 19083

610-***-**** ***********@*****.***

Professional Summary:

Results-driven and customer-focused professional with over 10 years of experience driving operational excellence, delivering exceptional customer service, and navigating complex financial services environments.

Key Strengths:

- Customer Relationship Management

- Operational Efficiency and Optimization

- Financial Processing and Compliance (HIPAA)

- Collaboration amongst colleagues and cross-platform

- Effective Communication and Interpersonal Skills

Education:

- University of Phoenix (online), August 2008 – May 2011

- Pennsylvania State University – Media, PA, August 2002 – January 2006

- Haverford High School, Havertown, PA, September 1998 – June 2002

Professional Experience:

*Transfer & New Accounts Specialist/Change of Ownership Specialist*

Vanguard, Malvern, PA (2022–2026)

- Accurately manage client account needs, ensuring seamless inheritance and asset transfers.

- Handle client needs from other departments with cross-platform training skills

- Process sensitive financial information with precision and accuracy.

- Collaborate with cross-functional teams to resolve complex client issues.

*Production Department*

MRO Corporation, King of Prussia, PA (2013–2022)

- Spearheaded medical record requests, ensuring timely and secure processing.

- Optimized high-volume production environment, meeting quality and efficiency standards.

- Ensures HIPAA compliance and procedures for the releasing of medical records.

*Deli Associate*

Colonial Village, Havertown PA (2012–2013)

- Delivered exceptional customer service, driving sales growth and customer loyalty.

- Effectively managed inventory, minimized waste, and optimized store displays.

Technical Skills:

- Microsoft Office Suite

- Financial software applications

- Compliance and risk management

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