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Vincenzo Dastoli is listed as Financial Wellness Leader at Creative Planning, a company with 631 employees, based in Middletown, Connecticut, United States. AeroLeads shows a work email signal at prudential.com and a matched LinkedIn profile for Vincenzo Dastoli.
Vincenzo Dastoli previously worked as Financial Wellness Leader - Retirement Services at Creative Planning and National Director - Retirement Education Team at Empower. Vincenzo Dastoli holds Bachelor Of Science, Dual Concentration - Finance & Computer Information Systems from Bryant University.
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AeroLeads found 1 current-domain work email signal for Vincenzo Dastoli. Compare company email patterns before reaching out.
I thrive in an environment where I am allowed to innovate, challenge the status quo, and bring practical solutions to real world problems our teams face. My job involves leading a dynamic nationwide team of fully licensed retirement counselors and project managers. Our workforce has to be versatile enough to deliver top tier education to our plan participants both in person and in virtual settings. I love challenging team members and giving them the confidence to make mistakes. In order to fail at something you must push your boundaries beyond your comfort level, this is where I find the best ideas and most promising growth comes from. My background includes leading large geographically dispersed teams, process improvement, and talent development. I've utilized Prosci training to become a certified change agent and use these skills almost daily in our fast changing environment. Ten years ago I created what is now our largely successful Rollover-In service organization and am now spear heading the transformation of virtual education throughout our broader team.
Listed skills include Financial Services, Retirement, Series 63, 401K, and 27 others.
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Focused on the whole self; a household comprehensive approach to wellness; provide an equal opportunity DE&I forward model for employers to be confident in offering; lead organizational readiness around deployment and execution of the model; measure outcomes and adapt; deploy and react quickly to fast paced market influenced demands; thought leader.
United States
- Leading our team through a virtual delivery model transformation- Responsible for the leadership and strategy of our national team of Retirement Counselors- Expert in TAFT market education strategy/execution- Designing and executing education strategy for all market segments- ProSci Certified Change Activator- Focus on change management and process.
Hartford, Connecticut Area
- Led a group of dedicated retirement counselors assigned to key clients in the Tri-State area- Personally provided on site dedicated retirement counseling support for two Key Account clients. - Provided individual holistic retirement counseling for plan participants
Hartford, Connecticut Area
- Leading retirement counselors and a team of project managers to meet and surpass challenging sales goals and business initiatives- Change management - provide innovative solutions in a challenging work environment- Continuously evolving our business model through innovative thinking and collaboration- Responsible for growing an outperforming sales.
- Transformed our service based inbound call team to a proactive revenue driving organization- Created our Rollover-In Department based on improving the participant experience and replicating the model in an efficient manner- Handled escalated client situations- Provided recommendations for improvements to the business - Team leader
- Customer Service representative assisting IRA account holders with transactions- Helped buy/sell mutual funds, equities, options, and bonds for clients
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Brigid Jones-Mook, Cfp®
Colleague at Creative Planning
Lake St Louis, Missouri, United States, United States
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BH
Bruce Herbst
Colleague at Creative Planning
Minnetonka, Minnesota, United States, United States
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GL
Gary Lyons
Colleague at Creative Planning
Washington DC-Baltimore Area, United States
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RD
Rob Ducey, Cfp®
Colleague at Creative Planning
San Diego Metropolitan Area, United States
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JC
Jena Clemen
Colleague at Creative Planning
Manchester, Iowa, United States, United States
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BV
Bobbi Villhauer
Colleague at Creative Planning
Woodstock, Georgia, United States, United States
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MJ
Mark Johannessen, Cfp®, Aif®
Colleague at Creative Planning
Mclean, Virginia, United States, United States
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JP
Jason Preston
Colleague at Creative Planning
Dallas-Fort Worth Metroplex, United States
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KC
Kevin Copley, Cfp®
Colleague at Creative Planning
Cincinnati, Ohio, United States, United States
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AM
Alan Mcfann
Colleague at Creative Planning
Kansas City, Missouri, United States, United States
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Quick answers generated from the profile data available on this page.
Vincenzo Dastoli works for Creative Planning.
Vincenzo Dastoli is listed as Financial Wellness Leader at Creative Planning.
AeroLeads has found 1 work email signal at @prudential.com for Vincenzo Dastoli at Creative Planning.
Vincenzo Dastoli is based in Middletown, Connecticut, United States while working with Creative Planning.
Vincenzo Dastoli has worked for Creative Planning, Empower, Prudential Financial, and Mortgage Lenders Network.
Vincenzo Dastoli's colleagues at Creative Planning include Brigid Jones-Mook, Cfp®, Bruce Herbst, Gary Lyons, Rob Ducey, Cfp®, and Jena Clemen.
You can use AeroLeads to view verified contact signals for Vincenzo Dastoli at Creative Planning, including work email, phone, and LinkedIn data when available.
Vincenzo Dastoli holds Bachelor Of Science, Dual Concentration - Finance & Computer Information Systems from Bryant University.
Vincenzo Dastoli is listed with skills including Financial Services, Retirement, Series 63, 401K, Series 7, Mutual Funds, Retirement Planning, and Investments.
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