Lucas Vanerio Email and Phone Number
Lucas Vanerio work email
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Lucas Vanerio personal email
Lucas Vanerio phone numbers
As an experienced professional with a background in financial services, I am now seeking new opportunities in strategic management and operations. My expertise in analyzing complex financial data, optimizing processes, and driving business results has equipped me with a unique skill set that I am eager to apply in a new industry. I am passionate about helping organizations streamline operations, improve efficiency, and develop strategies that align with long-term goals. With a strong foundation in client-focused solutions, I am excited to transition into a role where I can leverage my skills in leadership, problem-solving, and strategic planning to make a meaningful impact.
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Business Development Officer – NortheastCapital & Trust Consulting GroupNew York, Ny, Us
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Operations ManagerMjb Alehouse, Inc May 2020 - Present• Managed vendor accounts, scheduling, hiring and training of new staff• Responsible for accurate record keeping of price comparison of products, as well as onboarding new vendors• Led a team of 10+ to improve building maintenance efficiency, reducing downtime by 20%.
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Financial ProfessionalPrudential Financial Jul 2019 - Aug 2020Greater New York City AreaResponsible for building a new business, attaining quotas, creating a new book of business and maintaining it on Salesforce.Taking ownership of own practice buildup through advertising, seminars and business canvassing.Acted with Fiduciary duty concerning clients and prospects alike• Educates and suggests life, health, brokered, and managed account solutions with a fiduciary duty to clients.• Services investment, retirement and group health solutions to private clients as well as Business owners.• Helps clients achieve their goals through detail-oriented, start to finish tailored made solutions. -
Financial AdvisorEdward Jones Jan 2019 - Jun 2019Oneonta, New YorkResponsible for building a practice using established methods dictated by the company, Attain and surpass quotas. Attend weekly leadership meetings with company principals and monthly travels so headquarters in St Louis, MO for reporting and advanced training.• Educated clients and determined solutions through qualifying questions and relationship building. • Consulted with industry experts to determine the best interest of clients are met. • Helped clients achieve their serious, long-term financial goals by analyzing their needs and suggesting custom solutions -
Financial Advisor TraineeEdward Jones Aug 2018 - Jan 2019Oneonta, Ny
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Personal BankerKeybank Oct 2017 - Aug 2018Oneonta, New YorkResponsible for Daily operational opening and closing security and auditing of vaults at the branch level, Weekly ATM and Daily teller audits. Conducted weekly KPI meeting with staff and performed Consultative selling for new and existing clients and quota attainment•Developed and maintained a broad knowledge of products and services to identify and resolve complex client needs.•Assisted in coaching and training branch professionals; participated in special projects as well as assignments.•Cultivated strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business Associates and other lines of business partners focusing on client retention and acquisition.•Performed audits and provided guidance and direction to branch staff to ensure compliance of regulatory, security and internal controls. -
Personal BankerCitizens Bank Apr 2017 - Oct 2017Oneonta, NyResponsible for growing deposits business at the branch as well as through canvassing business. Delegation of discovered solutions to the appropriate specialists.•Developed new and existing customers by understanding and addressing their financial needs. •Partnered with specialists (Loan/ Mortgage Officers, Financial Advisors), to ensure customers get access to experts. •Performed audits, ordered, received and balanced the cash at the ATM weekly.•Followed State and Federal regulations including but not limited to Anti Money Laundering, USA Patriot Act. Bank Secrecy Act, OFAC and Fraud Protection Security Procedures in addition to privacy and confidentiality requirements. -
Solutions SpecialistVerizon Wireless Nov 2011 - Dec 2016Oneonta, NyResponsible to surpass monthly, quarterly and yearly goals on up to 13 different KPIs. Assigned to train the district's 100+ associates on Accessory sales success. Monthly participant in off-site recruitment events supporting HR efforts.• Analyzed customer needs and presents value-added solutions• Provided customers with a basic understanding of the functionality of the products and accessories they purchase• Attended both formal and informal training to better understand retail store operations• Built customer loyalty through troubleshooting and education of products -
Retail Sales Consultant - Key HolderSprint Nov 2010 - Nov 2011Huntington Station, Ny• Provided a total sales solution to the customer regarding their wireless needs• Offered Consultative sales of accessories and service plans• Identified the right solutions to customer billing, technical and or account issues• Met or exceeded key performance objectives that include sales and customer satisfaction goals -
Electronics Sales LeadSears Holdings Corporation Nov 2009 - Nov 2010East Northport, Ny• Contributed to the productivity and sales of the department• Responsible for individualized sales goals as well as setting an example with personal sales achievements• Assisted in the training, coaching and development of a team of sales associates• Conducted meetings with sales associates to ensure all goals are being met and to notify sales associates of protocol• Provided hands on training to sales associates to increase sales within the department• Managed cashiering activities in areas of returns and exchanges, and enforces store policies• Performed additional duties such as assisting with scheduling, stocking and replenishing the department -
Sales AssociateSears Holdings Corporation Mar 2009 - Nov 2009East Northport, Ny• Determined the needs of customers and provided excellent customer assistance• Maximized the selling potential of every transaction• Promoted P.A. and Accessories sales to maximize revenue opportunities• Provided positive contact with customers and employees • Possessed the ability to exercise the appropriate level of persuasiveness needed to close sales • Performed general duties which included cleaning, stocking, signing and inventory control
Lucas Vanerio Skills
Lucas Vanerio Education Details
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Management -
Business Administration And Management -
Human Resources Management
Frequently Asked Questions about Lucas Vanerio
What company does Lucas Vanerio work for?
Lucas Vanerio works for Capital & Trust Consulting Group
What is Lucas Vanerio's role at the current company?
Lucas Vanerio's current role is Business Development Officer – Northeast.
What is Lucas Vanerio's email address?
Lucas Vanerio's email address is lv****@****ter.net
What is Lucas Vanerio's direct phone number?
Lucas Vanerio's direct phone number is +163169*****
What schools did Lucas Vanerio attend?
Lucas Vanerio attended Harvard Extension School, Hbx / Harvard Business School, Hartwick College, Villanova University.
What are some of Lucas Vanerio's interests?
Lucas Vanerio has interest in Economic Empowerment, Education, Science And Technology, Human Rights, Arts And Culture.
What skills is Lucas Vanerio known for?
Lucas Vanerio has skills like Spanish, Team Leadership, Store Operations, Sales, Microsoft Word, Microsoft Excel, Merchandising, Customer Satisfaction, Microsoft Office, Customer Service, Social Media, Marketing.
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Lucas Vanerio
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