Anthony Basso Email & Phone Number

Manage and oversee day to day operations for over 70 Support Professionals and over 100 Financial Advisors in Wealth Management. Continuously update/implement new policies/procedures and train Support Professionals on them. Interview and hire new Service Professionals for both large teams as well as single advisors. Monitor trades placed by Financial Advisors and correct those trades that violate policy or are placed in error.

Purchase, New York

Work with managers to mitigate risk and insure requirements are met. Process sensitive paperwork to manage client accounts and provide feedback. Validate incoming and outgoing checks to guarantee money security. Correct trading errors made by Financial Advisors to protect clients from unwanted investments. Closely work with risk and compliance to make certain that day to day operations are being fulfilled efficiently and effectively.

Purchase, New York

I work with The Maddalena Group at Morgan Stanley in order to create and sustain a financially successful future for our clients.A major part of my internship revolves around supporting the Financial Advisors in my group and maintaining clients accounts. I am also responsible for handling and transporting sensitive documents to insure they are brought to the correct location.

Bronx, New York

While Working at Big Three I have pushed myself out of my comfort zone in order to help the business grow. In order to do this I have many job responsibilities including, counting and handling the money made, creating work schedules for the employees, managing work staff, managing and maintaining store inventory, establishing and maintaining relationships with customers, and taking and placing orders for delivery. While working at Big Three my responsibilities have increased, which has provided me with work experience that is crucial to my career.

Greater New York City Area

Conducted market research surveys to be used by financial advisors in client meetings in order to better understand the clients needs and streamline communication. The data included items such as financial literacy, income levels, and future goals. I also spent time researching life and health insurance rules and regulations for the state of New York in order to better assist team members. Finally, I recorded notes in order to insure weekly goals are established and accomplished.

New Rochelle, New York

During my time at 16 Handles I worked with customers in order to inform them of our products and establish a relationship with them. While doing this I also helped customers manage their allergenic and dietary needs. Along with working with customers, I managed the utilities that we used in order to make sure they were accounted for, cleaned and organized. I spent a great deal of time putting measures in place to prevent cross contamination and to make sure the store was up to health standards, while also handling and counting money that the store made.

Bachelor Of Science - Bs, Finance And Conputer Science

Activities and Societies: Fordham University Rugby Football Club, Knights of Columbus, New Student Orientation, Ballroom Dance Club.

High School Diploma

Activities and Societies: Edmund Rice Society, Varsity Football, Varsity Volleyball, Varsity Swimming, Students against Destructive.