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 better place to live and providing a service that delights.

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 and Southern New England, with $960M in 2023 Sales. We are committed to providing homeowners with superior products that make their homes a better place to live and providing a service that delights. •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.•Assist in coordination of Top Performers annual trip – qualifications, awards, reporting, and ceremony•Support the behaviors that drive the customer experience with the Esler Sales Leadership team.•Promote/enable the Esler Company culture with every interaction•Assist EVP of Sales with administrative support – scheduling, travel, budgeting and forecasting•Resource for Esler Sales Managers – supporting knowledge, training, creation of process improvements, HR soft skills•Create and run programs, meetings, and events that are effective tools to communicate, encourage, reward, and inspire Esler Sales Leaders.•Where needed, assist with customer issues, managing sales tool inventory, iPad support, and any additional tasks that involve supporting Esler Sales.

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 their businesses.• 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. • Reviewed contracts to shape and identify sales goals based on contract terms and conditions of renewals.• Met frequently with key corporate counterparts and hosted client visits/compliance reviews with senior management. Prioritized client needs to resolve outstanding service issues and/or concerns.• Continuously delivered outstanding service to internal and external stakeholders and clients. Effectively communicated deliverables and deadlines to clients for transparency and managing expectations.• Determined onboarding client requirements via partnerships with operations and technology.• Hosted client meetings and client conferences, in person, via phone and webinars for updates on work streams, projects, initiatives, new business and upcoming unclaimed property regulatory changes.• Independent self-starter as a remote employee for the firm with travel requirements to visit clients and home office over 30% of the time.

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 client needs to resolve outstanding issues and/or concerns.• 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.• Planned and implemented new business requirements and partnered with IT strategy to support growing compliance and client needs.• Facilitated distribution of business unit’s Employee Recognition program prior to implementation of BNY Mellon’s use of the Globoforce product.• Hosted client meetings, in person, via phone and webinars for updates on work streams, projects, initiatives, new business and upcoming regulatory changes.• Responsible for two stateside organizations in the northeast as well as support staff in India.• Completed multi-level review of all tax documentation for 3.5 million shareholders over a 20 month project, coordinating with two Top 4 Audit Agencies, multiple IT systems teams and across 85 clients with a focus on meeting IRS requirements, client concerns and shareholder impact.• Led project analysis on gaps in service model and areas of improvement for compliance, efficiency, and client experience.

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 Resident Alien documentation, withholding and reporting.Specialties include Non Resident Alien documentation, reporting and withholding, US Citizens living abroad TEFRA requirements, and Cost Basis Account requirements. Represent over 85 Registered Investment Companies for Tax Compliance, Withholding and Reporting Agent responsibilitiesConduct multi level review of all tax documentation for 3.5 million shareholders over a multi year project, coordinating with two Top 4 Audit Agencies. Remediate account documentation with the coordination of third party vendors and support staffLead project analysis on gaps in service models, data conversions, and system enhancements for areas of improvement for tax compliance

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