Demitria Comforti Email & Phone Number

Smithfield, Rhode Island, United States

The Esler Companies is the holding company for a fleet of the top Renewal by Andersen affiliates in Greater Philadelphia, Colorado, Arizona, Central and Northern Texas, Greater Nevada, Oklahoma, Maine, New Hampshire and Southern New England, with $960M in 2023 Sales. We are committed to providing homeowners with superior products that make their homes a.

Smithfield, Rhode Island

• The Esler Companies is the holding company for a fleet of the top Renewal by Andersen affiliates in Greater Philadelphia, Colorado, Arizona, Central and Northern Texas, Greater Nevada, Oklahoma, Maine, New Hampshire.
• Coordinate large overarching corporate projects for the Esler Sales Organization
• Facilitate Esler Sales Training Material discussions and evolving supporting materials – books, presentations, and video/audio recordings.
• Create and maintain reports for Esler Sales Leaders that are designed to lead the business and provide feedback to the Project Consultants and their businesses.
• Facilitate price increases on 8 offices and respective bonus pool, compensation plans and contract changes
• Responsible for Esler Sales Reporting: access controls, auditing of licenses, and creation of customized reporting for Esler Leaders, Headcount reporting and balancing.

Uxbridge, Massachusetts, United States

YTT 200 Yoga Alliance Certified 2021Pilates ASFA Certified 2022

Uxbridge, MA

Remote Employee

• Managed relationships with 65 complex clients, including small, medium and Fortune 500 companies. Built exceptional relationships with all clients and their internal contacts.
• Supported contracted vendor requirements, which included, budgeting, invoicing, service level agreements, metrics, training and ongoing communication.
• Supported clients’ needs for Unclaimed Property Reporting, Compliance, SEC 17-ad17, and Unresponsive Payee services. This included, but was not limited to, coordination of both technical and operational aspects of.
• Responsible for identifying gaps in current services and client needs for upselling opportunities, as well as marketing Keane’s goals for services/revenue streams for clients.
• Tracked and maintained client data, sales opportunities and needs via SalesForce.com.
• Facilitated sales meetings with corporate client counterparts to identify opportunities, upsell additional services, and coordinate legal revisions to contracts and statements of work.

Westborough MA

• Managed relationships with 85 mutual fund clients and their Regulatory Compliance needs. Met frequently with key corporate counterparts and hosted client visits/compliance reviews with senior management. Prioritized.
• Continuously delivered outstanding service to internal and external stakeholders and clients. Effectively communicated deliverables and deadlines to clients for transparency and managing expectations.
• Upsold and distributed new regulatory programs to clients, with a focus on impact to shareholders, key stakeholders and compliance requirements.
• Reviewed contracts and obligations for identification of client’s needs and services.
• Determined onboarding client requirements via partnerships with sales teams, operations and technology.
• Supported contracted vendor requirements, which included, budgeting, invoicing, service level agreements, metrics, training and ongoing communication.

Westborough, MA

FATCA (Foreign Account Tax Compliance Act) Project leader for Global Operations Transfer Agency, responsible for business requirement documents, review of systems functional requirements, training, workflow, internal and external communication and business impact analysis.Attendee for conferences in current IRS regulations in regards to FATCA and Non.

Greater Boston Area And Smithfield, RI

Greater Boston Area

Marlboro, MA

Yoga Teacher Certification 200, Yoga

Bs, Economics, Communications

College/University Preparatory And Advanced High School/Secondary Diploma Program