Anthony D'Alfonso

Anthony D'Alfonso Email and Phone Number

Client Services Assistant I / Office Administrator at Savant Wealth Management @ Savant Wealth Management
rockford, illinois, united states
Anthony D'Alfonso's Location
Lancaster, Pennsylvania, United States, United States
About Anthony D'Alfonso

Anthony D'Alfonso is a Client Services Assistant I / Office Administrator at Savant Wealth Management at Savant Wealth Management.

Anthony D'Alfonso's Current Company Details
Savant Wealth Management

Savant Wealth Management

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Client Services Assistant I / Office Administrator at Savant Wealth Management
rockford, illinois, united states
Website:
savantwealth.com
Employees:
160
Anthony D'Alfonso Work Experience Details
  • Savant Wealth Management
    Client Services Assistant - Office Administrator
    Savant Wealth Management Nov 2023 - Present
    Lancaster, Pennsylvania, United States
    Responsible for providing exceptional support to both our clients and advisors. Greet guests entering the office, answering and managing the phones and calendars, preparing client reports, processing incoming checks, and maintaining contact with clients to provide service and obtain information while maintaining a positive and client centric approach.
  • Pnc
    Teller Supervisor/Operations Manager (Assistant Branch Manager)
    Pnc Jan 2018 - Feb 2023
    Mount Joy, Pennsylvania
    As chief contributor, achieved a perfect 100% on internal Loss Prevention Annual Audit. Facilitate Insight/Referral growth to exceed sales goals. Manage branch operational integrity and tracked daily/weekly/monthly/quarterly activities.Effectively serve as Branch Administrator responsible for scheduling, appointment tracking, guest satisfaction.
  • Pnc Bank
    Branch Sales And Services Associate I Mlo
    Pnc Bank Nov 2015 - Jan 2018
    York, Pennsylvania
    Achieved exceptional revenue goals to earn Market All-Star award.Managed reserve vault cash volume with minimal difference errors. Utilized Consultative Selling Skills and High-Gain Open-Ended questions to reach sales/revenue goals.
  • Stewartstown United Methodist
    Director/Artistic Design
    Stewartstown United Methodist Jan 2017 - Aug 2019
    Stewartstown, Pennsylvania, United States
    Directed Broadway-style productions for the community with 85+ youth and production staff of 20.Oversaw technical and production elements, including sets and costumes for all performances.
  • David'S Bridal
    Lead Stylist
    David'S Bridal Jan 2014 - Mar 2016
    York, Pennsylvania
    Cultivated positive, inspiring customer experiences motiving customers to purchase.Regularly exceed sales goals and reached company’s top level, Circle of Excellence.
  • South Eastern School District
    Drama Director
    South Eastern School District Sep 2013 - Nov 2015
    Fawn Grove, Pa
    Fall Play:Coordinated rehearsal schedule, print marketing, set building, and costume selection.Oversaw complete production from beginning to end, effectively managing and meeting deadlines.Spring Musical:Conducted acting rehearsals for small group and full cast numbers.Planned scene changes and lighting cues with Production Manager.
  • Pittsburgh Public Theatre
    Front Of House Staff
    Pittsburgh Public Theatre Oct 2010 - Jun 2013
    Pittsburgh, Pa
    Utilized ticket scanners to admit guests to theatre.Ensured patrons received quality service at coat check, gift shop, or mezzanine bar.
  • Point Park University
    Community Facilitator
    Point Park University Aug 2012 - May 2013
    Pittsburgh, Pa
    Oversee Freshman Residents in Thayer Hall 6th Floor, Socially Connected LLC.
  • Point Park University
    Recording Secretary Of United Student Government
    Point Park University Oct 2011 - Aug 2012
    Managed and organized all records for United Student Government. Recorded minutes at Legislative Body Meetings, tacked attendance and office hours. Oversaw Student Concerns Committee and planned campus wide day of service, Pioneer Community Day with 300 participants and 12 non-profit organizations.
  • Accelerated Marketing Partners
    Open House Assistant
    Accelerated Marketing Partners Jun 2010 - Jul 2010
    Managed Open House check-in locations and assisted with data entry and general clerical work.

Anthony D'Alfonso Education Details

Frequently Asked Questions about Anthony D'Alfonso

What company does Anthony D'Alfonso work for?

Anthony D'Alfonso works for Savant Wealth Management

What is Anthony D'Alfonso's role at the current company?

Anthony D'Alfonso's current role is Client Services Assistant I / Office Administrator at Savant Wealth Management.

What schools did Anthony D'Alfonso attend?

Anthony D'Alfonso attended Point Park University, James Madison University.

Who are Anthony D'Alfonso's colleagues?

Anthony D'Alfonso's colleagues are Marci Ward, Katie Mcintyre, Megan Mcintire, Cae, Cmp, Payton Roberts, Scott Michael, Cfp®, Aif®, Lisa Rovinski, Ken Eshleman, Cfp®.

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