David Damiani, Mba Email & Phone Number

Boston, MA

Assists Boston residents/clients in developing a plan of action intended to help them reach their financial goals and achieve economic stability.

Serve as the primary contact for students, parents, faculty staff and all other related parties concerning all related activities regarding student accounts. Counsels students and families regarding financing options and financial policies.

Greater Boston Area

• Responsible for collecting, organizing and managing documentation associated with the trading and operations processes. This enables the trading processes to operate effectively and minimize risk to both shareholders.
• Utilize Salespage/APL software to update client investment accounts including adding and withdrawing funds by trading securities, adding and terminating accounts and processing transfers.
• Promoted corporate policy that increased customer retention as well as satisfaction rates.
• Reviewed funds against internal benchmarking with Performance and Analytics department.
• Conduct departmental assessments to diagnose, resolve, and recommend ways for continuous improvement.
• Established and monitored internal controls and ensured that accounting activities are in accordance with legal, government and company policies.

• Managed the process of receiving and recording cash and charge payments; maintaining electronic files necessary to generate daily reports; enhancing and promoting a positive customer experience.
• Train and supervise staff members in areas of procedures, client relations and systems operations.
• Prepare cash receipts for bank deposit; prepare daily cash reports and balance the cash drawer; reconcile cash, check, and credit card receipts daily, and investigate and resolve any out-of-balance problems.
• Established and identified prices of goods, and tabulated bills using calculators, cash registers, and optical price scanners.
• Provide customer service to members by locating merchandise and transporting purchases to vehicles.

Greater Boston Area

• Collaborated with multidisciplinary team members, working closely with accountants, brokers, and administrators to formulate, implement and streamline the organization’s processes.
• Researched, evaluated and reported on acquisitions, business investments and planning initiatives
• Managed the distribution of financial documents and reports to management
• Responsible for calculating tax estimates on mutual funds and facilitated research using Bloomberg.
• Responsible and accountable for the coordinated management of multiple related projects directed toward strategic business and other organizational objectives

Master Of Business Administration (M.B.A.), International Business

Activities and Societies: Beta Gamma Sigma

Bachelor Of Business Administration, Finance; Finance, Macroeconomics, Multinational Corporate Finance

Activities and Societies: Commuter Council President, Student Senator

High School