Matt Petello Email & Phone Number

Tempe, Az, Us

Tempe, Az, Us

Gilbert, Arizona, United States

- Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions- Strengthen and enhance existing client relationships through the processing of client requests, timely resolving of client inquiries, and making sure key client information and documentation is up to date- Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needsIdentify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships- Onboard new client accounts by collecting and inputting required documentation and client information- Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity- Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines- Other duties as assigned

Gilbert, Arizona, United States

- Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions- Strengthen and enhance existing client relationships through the processing of client requests, timely resolving of client inquiries, and making sure key client information and documentation is up to date- Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needsIdentify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships- Onboard new client accounts by collecting and inputting required documentation and client information- Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity- Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines- Other duties as assigned

Gilbert, Arizona, United States

• Provided dedicated support to financial advisors, efficiently handling daily tasks such as money movement, client onboarding, and account servicing.• Demonstrated proficiency in Excel by creating and managing a tracker to streamline and prioritize advisor tasks effectively.• Led weekly team meetings, fostering collaboration and ensuring seamless communication among team members.• Presented valuable insights and updates during daily team huddles, contributing to the team's shared knowledge and success.• Offered guidance to colleagues pursuing their Series 66 exam, sharing expertise and facilitating their path to licensure.• Conducted training sessions for newly onboarded teammates, facilitating their integration into the team and assisting with advisor-related responsibilities.

Tempe, Arizona

• Successfully handled and resolved over 2,500 cases, delivering exceptional assistance to customers with diverse finance-related issues and offering proactive solutions to address their specific challenges.• Proficiently explained various complex financial aspects to both customers and team members, encompassing topics such as pattern day trading, margin trading, stock settlement, trading strategies, performance analysis, fund transfers, ACATS processes, and onboarding procedures.• Presented valuable insights and updates during weekly team huddles and demonstrated leadership by leading monthly team meetings, fostering effective communication and collaborative problem-solving.• Achieved the highest Customer Resolution Rate within the team during the months of April, May, and June 2022, showcasing dedication to delivering outstanding service and resolving customer concerns promptly.• Engaged in continuous learning and professional development by completing an 8-week leadership course, an 8-week advanced brokerage course focusing on margin and options, and actively participating in a 6-month selective leadership group dedicated to cross-site collaboration and enhancing customer satisfaction with Robinhood.

Scottsdale, Arizona

• Engaged in effective communication with over 500 clients, spanning from new investors to high net-worth individuals, addressing their financial goals, securities trades, and handling general customer service requests.• Demonstrated expertise in explaining various mutual funds, ETFs, and fund transfer processes, ensuring clients received accurate and comprehensive information to make informed investment decisions.• Actively participated in daily meetings, sharing insights and updates, and collaborated closely with teammates to optimize efficiency and enhance empathetic support in assisting clients.• Leveraged strong interpersonal skills and financial knowledge to provide exemplary customer service, building rapport with clients and earning their trust in managing their investment needs.

• Successfully conducted over 1000 calls, guiding clients on various aspects of personal development, including socializing skills, cultivating an unconquerable mindset, enhancing productivity, attention to detail, problem-solving, and fostering accountability.• Demonstrated expertise in empowering clients to unlock their full potential and achieve personal growth in both their personal and professional lives.• Adeptly drove sales, generating over $200k in revenue for four consecutive months, showcasing exceptional sales acumen and dedication to achieving outstanding results.• Achieved the highest sales record in May 2020, generating over $100k in revenue during that month, highlighting exceptional sales performance and contributing significantly to the company's success

Phoenix, Arizona, United States

• Managed day-to-day workflow, which encompassed prospecting, conducting both cold and warm calls, strategizing and executing in-person meetings with potential clients, and overseeing the end-to-end sales process, including backend logistical tasks.• Collaborated seamlessly with a dynamic team to achieve exceptional results, collectively generating $3.5 million in sales during the fiscal half from November 2018 to April 2019.• Demonstrated exceptional sales skills and a profound understanding of client needs, enabling the successful acquisition of new business opportunities and fostering lasting customer relationships.

Phoenix, Arizona

- Led a team which tested hundreds of various patient samples including respiratory and gastrointestinal panels on a variety of complex and accurate bio-machinery.- Worked on a team that accessioned (recorded) hundreds of patient samples in a proprietary data management system.Skillsets:Polymerase chain reaction technique (PCR) and DNA extraction, amplification and analysis, micro-pipetting, proper PPE gowning, quality control, SOP generation, etc.

Scottsdale, Arizona

As Tissue Processing Specialist, I oversee and complete all operations from the arrival of donor tissue to the packaging and distribution of the final product. The main scope of my work involves the analysis and processing of the donor amniotic tissue or liquid into the final product that is shipped to doctors around the world. My other responsibilities include providing current Good Tissue Practices (cGTP), good documentation practices (GDocP), complying with the American Association of Tissue Banks (AATB), Food and Drug Administration (FDA) and company standards, and maintaining a clean and sterile work environment.Achievements:- Crown Peak Cheers Award- Processed over 50 amniotic tissue and fluid donors

Scottsdale, Arizona

As the lead service professional at Nello's Restaurant, I provided high-quality food and beverage service for a wide variety of patrons with eclectic palates. I was the captain of a team of unique individuals that brought their personalities and diligence to the service of the restaurant every day.Achievements:- Promoted to lead service professional in 2014- Part of a team that raised the average server sales mark four years in a row (2012-2015)- Gained profound knowledge in the art of hospitality and developing social connections

Scottsdale, Arizona

As chef at Nello's Restaurant, I prepared, developed and produced numerous lunch and dinner items in a swift and timely manner. I worked with a group of talented and hardworking cooks and chefs in a fast-paced environment .Achievements:- Promoted from lead cook to chef in 2010- Developed three new menu items for sale to patrons

Bachelor'S Of Science (B.S.) With Strong Emphasis In Chemistry, Biological Sciences

Activities and Societies: Biology Student Association, American Chemical Society - Dean's List - Virginia G. Piper Scholarship Relevant.

Associate Of Science (A.S.) With High Distinction, Biological Sciences, 3.8 Gpa

Activities and Societies: Phi Theta Kappa Honor Society - Dean's List - Virginia G. Piper Scholarship - Arthur DeCabooter Scholarship.

High School Diploma, General Studies, 3.3 Gpa

Activities and Societies: National Society of High School Scholars, Phi Theta Kappa Honor Society, Varsity Baseball, Varsity Soccer.

Bachelor'S Degree In Biological Sciences