Edward Villari

Experience

• 

  LaRosa's Pizzeria, Inc.

  Aug 2005 - Aug 2011

  Lead Trainer

  ▪Responsible for teaching the newly-hired employees about our menu, how to operate their equipment, and the process of taking customer orders.▪Help employees develop strong customer service skills.▪Efficiently and accurately place customer orders as a Call Service Representative as well.

• 

  Callahan & Associates

  Mar 2009 - Dec 2010

  Financial Advisor Co-op

  ▪Researched mutual funds, bonds, stocks, and ETFs▪Assisted in generation and editing of clients’ financial plans▪Headed a marketing campaign to find and convert new prospects▪Recorded monthly and quarterly statements for clients

• 

  Neyer Properties, Inc.

  Jun 2011 - Aug 2012

  Finance Co-op

  ▪Aided CFO with the preparation of Private Placement Memorandum▪Tracked and coordinated capital calls for fund investors▪Performed year-end budget data integration with accounting software system ▪Maintained records of all invoices, insurance certificates, and legal documents for all company properties

• 

  Fidelity Investments

  Jan 2013 - now

  ▪ Facilitate various classes in either a classroom or virtual format to associates throughout the country▪ Lead a team responsible for the creation and upkeep of capturing, displaying, and analyzing learner progress and results▪ Practice Agile methodologies with Sprints and Jira usage in order to effectively and efficiently maintain curriculem and innovate the learning experience ▪Accountable for acquiring, retaining, and providing solutions for clients with up to $100,000 in assets▪Drove sales through efficiency in both inbound and outbound phone call interactions ▪Earned over $74,000,000 in new money to the firm ▪Provided each client with an engaging, informative experience, showcasing Fidelity's products and services through inbound phone calls and the instant messaging platform▪CEI Team Focal - shared client feedback to the team and identified trends and potential opportunities for our representatives to best position themselves for a satisfactory customer experience▪Maintained 100% trade accuracy

  • Distribution Service Model Design & Transformation

    Apr 2024 - now

  • Regional Center Learning Lead

    Apr 2016 - Apr 2024

  • Investments Solutions Representative

    Jul 2014 - Apr 2016

  • Financial Representative

    Jan 2013 - Jul 2014