Thomas Cusato Email & Phone Number

Miami, FL, US

Clearwater, Florida, United States

• Forecast expected quarterly financials earned for large tech vendors such as Samsung, Fujitsu, and Logitech
• Read vendor letters and establish incentive rebate programs per financial parameters outlined
• Track backend monies earned from multiple rebates programs per vendor that run quarterly for fiscal year
• Create and send excel files to major tech vendors that state specifically what vendor tech products were sold or purchased and what percentage rebate was earned by Tech Data accordingly
• Act as a liaison for product management, accounting, and vendors when problem arises with issues of credit, payment, projected financials, or system maintenance
• Apply vendor payments in companies’ financial ledger in the form of journal entries

Tampa/St. Petersburg, Florida Area

• Process an average of 40 fee-based accounts a day and maintain an accuracy at or above 98.5%
• Perform a variety of operational procedures such as account distributions, system reconciliations, account terminations, and special projects
• Serve as a liaison for the branches and the home office by answering incoming calls and emails regarding fee based accounts
• Manage data files across multiple software programs such as Microsoft Outlook, Microsoft Word, Microsoft Excel, Secure Office, and RJ advisor access
• Maintained a processing accuracy over 99% for three consecutive months, was given discretionary authorization within the first six months of working, and recently earned my APL certification to facilitate block trading.

St Petersburg, Florida, United States

• Invest client money into Raymond James Freedom trading platform models that entail mutual funds, stocks, preferred stocks, bonds, UIT’s, and ETF’s.
• Research client transactions and approve trading into Freedom Models
• Transfer money and assets between accounts within a million dollar plus client relationship
• Perform due diligence on FA registration and make necessary approval or rejections of new account paperwork
• Advise client-branch internal Raymond James associates to buy various Freedom models
• Process an average of 7 Freedom-trading accounts a day using various internal soft-wares that research into market performance details, client PII (Personally Identifiable Information), and real time internal and.

Gainesville, Florida Area

• Prepare and cook teriyaki chicken and cook 3-4 vats of rice per shift
• Organize and clean dishes for hygienic and efficient restaurant operations

Gainesville, Florida Area

• Communicated with 40 high net worth clients and scheduled appointments on a daily basis
• Entered client’s personally identifiable account information into a secure database provided by LPL Financial
• Analyzed daily financial markets using Bloomberg Terminal

Jensen Beach

-Supported streamlined store operations by applying security sensors to inventory, backstocking items, preparing shipments, and assisting customers with locating items in the store-Organized and maintained stock bays, resulting in the faster selection of items for floor placement-Collaborated with six other employees to coordinate an extensive store.

Port Saint Lucie, Florida

-Assisted the most customers compared to the ten other sales associates, ringing up to 102 customers a day-Answered phone calls, organized products in the aisles, and maintained the store, resulting in successful store operations