Stefano Bruno Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

- Work alongside the strategic account management team for FCC’s largest client Manulife Securities.- Investigate and resolve client cases in relation to operation processes, various projects and policy updates at a high level.

Toronto, Ontario, Canada

- Support 4 sales team within the Ontario region, and assist in daily sales tasks. Exp (KYP production, portfolio comparison using Morningstar, phone/email meeting bookings for wholesalers etc.)- Re-Assigned to support one of Fidelity’s top sales team as the business development associate was promoted. Assumed the role of the BDA for this team for 2 months.- Effective use of Salesforce to maintain and update our teams relationships with advisors.

Toronto, Ontario, Canada

- Complete non-financial updates to clients accounts. - work collaboratively with various FCC teams. (Transfers, compliance, banking)

Toronto, Canada Area

- Assists recreation and facility staff with the delivery of recreational programming, the accommodation of the permit groups and the provision of client customer service.- Provides guidance to program staff, participants and/or permit holders.- Acts as supervisor as defined by the Ontario Health and Safety Act.- Opens/closes facility including arming and disarming security systems.

Toronto, Ontario, Canada

- Provide customer service and resolve client conflicts. Engaged with 50-100 clients on a daily basis. - Inputs registration through the Call Centre and in person.- Provide program knowledge to patrons, but also helped them choose the right courses and programs for them and their families.

Toronto, Ontario, Canada

- Process up to 40 new transfer forms, account statements and any other client forms daily.- Assigned client cases to investigate and follow up, re-initiate or contact OFI regarding the status of the transfer for our clients.- Use of multiple brokerage software platforms such as Broadridge (BPS), Arrow, A$M and QOffice to investigate transfer executions.- Initiate up to 30 transfers via eFax or mail to the relinquishing institution.- Execute follow ups to OFI’s by phone, e-fax and mail to get the status of the transfer.- Trained 2 new team memebers on the daily procedures for the manual transfers-in team.

Toronto, Ontario, Canada

- Provide guidance on the transition first year university students. Give advice on how to build their schedule, create goals and how to use their time wisely. Overall, being be there for these students is the main objective and share my knowledge and experience to guide them on their next chapter of their lives

Toronto, Ontario, Canada

- Provide assistance and guidance to Ontario small businesses on the CDAP program (Canadian digital adoption program)

Toronto, Canada Area

Toronto, Ontario, Canada

- Plans, organizes, implements, directs, evaluates and promotes recreational programs and activities for community.- Recruits, selects, trains, schedules, directs and participates in the evaluation of part time staff and volunteers.- Evaluates facility attendance and program registration and recommends adjustments to supervisor.- Prepares proposals for funding (grants and sponsorship).- Interacts with staff, outside agencies and the public to provide program needs and information.- Handles cash and issues receipts to program participants.- Prepares bank deposits, completes deposit summary form and delivers to bank.- Performs administrative tasks to support the program.- Takes action to deal with incidents, problems and emergencies as outlined in Divisional/City Policies and Procedures.

Toronto, Canada Area

- Performs Routine maintenance- Set up for permit holders- Communicates and works with other city staff to run maintain building

Bachelor Of Commerce - Bcom, Marketing/Marketing Management, General, 3.86

Activities and Societies: Student mentor, TRSM Co-op mentorPursuing a Minor in Finance.

Advanced Diploma, Business Administration And Management, General, 3.9