Dominic Ferrante

Dominic Ferrante

Shareholder Accountant - Select Mutual Fund Group

Followers of Dominic Ferrante375 followers
location of Dominic FerranteCarver, Massachusetts, United States

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  • Timeline

  • About me

    Project Manager, Able Engineering, Inc.

  • Education

    • University of Massachusetts Boston

      -
      Bachelor of Science - BS Finance and Financial Management Services

      Activities and Societies: Omicron Delta Epsilon-International Honor Society in Economics, Accounting and Finance Academy Member

  • Experience

    • Fidelity Investments

      Jan 1986 - Jan 1988
      Shareholder Accountant - Select Mutual Fund Group
    • Child World

      Jan 1988 - Jan 1990
      Financial Analyst
    • Hanson Ace Hardware Co

      Jan 1990 - Jan 1994
      Manager - Buyer
    • State Street

      Jan 1994 - Jan 1997
      • Account Manager - Retirement Investment Services

        Jan 1996 - Jan 1997
      • Senior Participant Accountant - Retirement Investment Services

        Jan 1994 - Jan 1996
    • State Street Global Advisors

      Jan 1997 - Jan 2000
      Senior Operations Officer - Retirement Investment Services
    • CitiStreet

      Jan 2000 - Jan 2008
      • Vice President - Retirement Investment Services

        Jan 2004 - Jan 2008
      • Assistant Vice President - Retirement Investment Services

        Jan 2000 - Jan 2004
    • Voya Financial

      Jan 2008 - Jan 2018

      • Director of Defined Contribution administration team for 30 complex mid-to-large market clients, represented by $25 billion in AUM with over 250,000 participants• Managed a team of 24 Plan Managers and Plan Consultants • Led the transformation of a corporate service delivery model for 100 clients, re-engineering the market segment from dedicated client teams to distinct plan administration, relationship management, and functional operations teams• Instituted and moderated weekly governance meetings that developed service strategies, leveraged insights, and deployed best practices • Identified B2B opportunities for growth and cross-selling of corporate products• Worked closely with Resiliency, Compliance, and Risk Management teams to design, test, and implement solutions and upgrades, improving transaction processing and related workflows• Reduced expenses and increased employee engagement by leading division through Continuous Improvement initiatives• Supported growth through Request for Proposal (RFP) sales presentations and site visits• Responsible for problem resolution and communications with all levels of the organization, clients, and vendors Show less • Responsible for the full-service management of a mega-market client with $13 billion in AUM and 85,000 participants• Accountable for a dedicated team comprised of 3 Client Relationship Managers and 7 Plan Accountants that consistently exceeded Service Level Agreements (SLAs)• Recognized as the top-performing benefits supplier in a client-sponsored annual survey• Negotiated a contract rebid that resulted in securing a 7-year contract extension• Delivered expert client, operations, and project management for complex retirement benefit plans, including: Qualified, Non-Qualified, Deferred Compensation, and Director plans• Led weekly steering committee and quarterly service review meetings with key client stakeholders resulting in a trust-based partnership focused on exceeding goals • Prepared and presented cost proposals for plan enhancements and service expansion initiatives Show less

      • Director of Plan Management - Institutional Plan Services

        Jan 2011 - Jan 2018
      • Vice President - Institutional Plan Services

        Jan 2008 - Jan 2011
    • Empower Retirement

      Jan 2019 - May 2022
      Senior Client Service Manager Retirement Plans - Large/Mega Market

      • Accountable for operations and consultative services to large and complex 401(k) clients, ensuring the highest levels of customer service and satisfaction• Responsible for supporting a team through leadership, mentoring, and expertise• Initiate cross-functional collaboration with legal, compliance, systems, distributions/loans, and technical support• Proactively communicate record-keeping information to stakeholders, including compliance testing results, plan amendment and design updates, regulatory changes, product enhancements and new website functionality• Contribute to client retention and sales efforts Show less

    • Able Engineering, Inc.

      Jun 2022 - now
      Project Manager

      * Accountable for daily operations and project management in a Civil Engineering office.* Maintain on-time delivery of services to ensure client goals are met.

  • Licenses & Certifications

    • Six Sigma Plus Greenbelt

      Honeywell International Inc.
    • Continuous Improvement

      Voya Financial
  • Honors & Awards

    • Awarded to Dominic Ferrante
      Chairman's Award State Street Bank & Trust
    • Awarded to Dominic Ferrante
      Premier Service Provider- Client Quest for Excellence Award Honeywell International Inc.