Andrew Augusto Email & Phone Number
Who is Andrew Augusto? Overview
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Andrew Augusto is listed as Wealth Management Assistant at Axial Financial at Axial Financial Group, based in Hyannis, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Andrew Augusto.
Andrew Augusto previously worked as Credentialing Specialist at Massmutual and Engagement Representative at Ymca Of Greater Boston. Andrew Augusto holds Bachelor'S Degree, Business Administration And Management, General from Merrimack College.
Email format at Axial Financial Group
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About Andrew Augusto
I joined the Axial Hyannis team as a Wealth Management Assistant in June 2023. As a recent graduate of Merrimack College with a degree in Business Administration and Communications, I assist Bill Scotti and Tracey Brennan Reale with all client service related and administrative tasks throughout the office. I am responsible for all current and prospective client meeting arrangement, producing new and existing account paperwork, and ensuring that client requests are handled in an effective and timely manner. With over 4 years of experience in the banking and finance industry, having worked for Florence Bank as a teller and MassMutual as a Credentialing Specialist since 2018, I aim to build and maintain lasting relationships with our clients and see that office operations are running as smoothly as possible.In my spare time, I enjoy watching sports, going skiing & golfing and listening to music. I grew up in Western Massachusetts, specifically Ludlow and Wilbraham. I participated in the honors program during my time at Merrimack & volunteered at the Helping Hands after school program as a part of that. Looking forward to growing my network and exploring future opportunities.Contact info Phone: 508-771-4992Email: aaugusto@axialfg.comAddress: Axial Financial Group, 540 Main Street, Suite 16A, Hyannis, MA 02601Looking forward to growing my network and exploring future opportunities.Review our Terms of Use: https://www.commonwealth.com/termsofuse.html
Andrew Augusto's current company
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Andrew Augusto work experience
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Wealth Management Assistant At Axial Financial
Current- Greet and assist visitors with a professional, friendly, and caring temperament- Provide primary phone coverage by answering incoming telephone calls in aprofessional manner and directing callers accordingly- Administratively support clients and prospective clients by anticipating their needs,resolving their problems, and following through to provide.
Credentialing Specialist
- Work collaboratively to maintain and enhance effective relationships with distribution partners, sales, and key account teams
- Drive continuous improvement through use of Lean methodologies by influencing best practices, improved workflows, and technologies that improve service experience and efficiency
- Act as liaison with internal business partners to provide advanced support to the administration of MassMutual’s Onboarding, Offboarding, Relationship Maintenance, Credentialing, Book of Business, Address Changes.
- Own and drive escalations for our two distribution groups (Life & DI and Annuity/Hybrid) to ensure they are resolved quickly by the appropriate resource while
- Identify and prioritize NIGO business throughout the onboarding process and resolve expeditiously.
- Proactively work with customers to guide them through our unique distribution model and workflows to allow business production to move along efficiently
Engagement Representative
- Provide excellent member service by caring about members' well-being and checking in on their progress- Perform program and camp registrations as well as membership sign-ups using electronic registration system- Work with community members to keep them engaged in the various programs offered by the YMCA
Bank Teller
- Balanced daily cash deposits and vault inventory with zero error rate- Fulfilled diverse duties to provide customer service, operate money counters, balance, and replenish ATMs, maintain accounts, and open new accounts- Consistently meet expectations of teamwork, punctuality, and exceptional attention to detail- Offered every customer exceptional service.
Andrew Augusto education
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Merrimack College
Frequently asked questions about Andrew Augusto
Quick answers generated from the profile data available on this page.
What company does Andrew Augusto work for?
Andrew Augusto works for Axial Financial Group.
What is Andrew Augusto's role at Axial Financial Group?
Andrew Augusto is listed as Wealth Management Assistant at Axial Financial at Axial Financial Group.
Where is Andrew Augusto based?
Andrew Augusto is based in Hyannis, Massachusetts, United States while working with Axial Financial Group.
What companies has Andrew Augusto worked for?
Andrew Augusto has worked for Axial Financial Group, Massmutual, Ymca Of Greater Boston, and Florence Bank.
How can I contact Andrew Augusto?
You can use AeroLeads to view verified contact signals for Andrew Augusto at Axial Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Andrew Augusto attend?
Andrew Augusto holds Bachelor'S Degree, Business Administration And Management, General from Merrimack College.
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