David Frezza Email & Phone Number

Johnston, Ri, Us

Cranston, Rhode Island, United States

• Developed and implemented effective strategies, improving business performance to $3.8 million in annual sales.• Identified new business development opportunities by organizing client outreach efforts, organizing business events, and implementing effective marketing strategies.• Recognized on multiple occasions for leadership and innovation in industry publications.• Mentored and coached team members on improved customer satisfaction strategies.• Developed marketing, advertising, and social media content.

Smithfield, Rhode Island, United States

• Project Management: Developed Processes and procedures to optimize the firm’s testing procedures in various business units such as escheatment, cashiering, and system upgrade management.• Partnered with Risk Management to develop and implement business line procedures for suspicious account activity according to Patriot Act Legislation; automated the ability to scrub and monitor account activity.• Served as applications administrator for document imaging and workflow systems platform.

Smithfield, Rhode Island, United States

• Managed relationship with Fidelity Wide Processing (FWP) for inbound processing.• Implemented process changes that resulted in a 10% reduction in manual processing and annual savings of $1.2 million.• Recognized as “Resident Expert” between the two Fidelity companies on the workflow from incoming mail to processing new accounts and transactions.

Westborough, Massachusetts, United States

• Oversaw customer satisfaction and issue resolution for client accounts. Duties included: sales, overseeing handling of incoming calls, monitoring mutual funds sales, • Applicable skills: product knowledge, interviewing, training, supervising, and evaluating Call Center Sales Representatives; resolving escalated customer issues.• Promoted to Call Center Supervisor in 1996.• Consistently ranked in the top decile of sales representatives in each quarter.