Vincenzo Dastoli Email & Phone Number

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; acquire and develop top talent ready to put the participant first in all situations with the mentality of no participant left behind; leverage many years of experience prescribing the ideal financial wellness offering for the specific challenges and needs of an employers workforce.

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 efficiency- Lead a diverse nation wide group of retirement counselors, project managers and coordinators, as well as our managed advice service team- Virtual Education Innovation and Adoption

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 organization with 30% growth YOY- Design and implementation of procedures and workflows collaborating with multiple business units across various company sites- Coach and mentor veteran counselors with an average tenure of 15+ years in the financial services industry- Led a group of various project managers

- 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