Michael Domantay

Financial Solutions Advisor at Merrill Edge
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US

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Bio

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Credentials

  • SERIES 66
    FINRA
  • SERIES 7
    FINRA
  • SIE
    FINRA

Experience

  • Merrill Edge
    • Financial Services
    • 700 & Above Employee
    • Financial Solutions Advisor
      • Jan 2021 - Present

      • Develop and grow a book of business by effectively sourcing prospective clients• Advise families on retirement planning, long-term savings, and college planning• Provide end-to-end comprehensive advice by recommending suitable banking, lending, and investment products • Utilize market viewpoints for market trends, economic data, and monthly/quarterly updates from the Chief Investment Office to provide insights to clients and their portfolios • Render portfolio reviews with on going advice to managed book of business• Monitor and track daily/weekly sales activities• Proactively manage risk in every business, product, and service transaction

    • Advisor Development Program Relationship Manager
      • Sep 2019 - Jan 2021

      • Built strong relationships with teammates, business partners and specialists by fostering teamwork and collaboration• Met customer needs by partnering with specialists and business associates to understand what they offer to customers and effectively generate business referrals in adherence with policies and procedures• Conducted outbound and inbound client engagement activities, adhering to call monitoring policies• Sold financial products (for example, credit cards, CDs, IRAs, small business and consumer checkings)• Respond to customer inquiries and concerns and create customized solutions• Proactively managed risk in every business, product and service transaction leveraging available tools• Complied with all applicable banking and investment laws, regulations, company policies and procedures to serve the client’s best interest and enhance client satisfaction• Leveraged available resources and technologies to optimize the customer experience and serve customers with operational excellence and accuracy

  • AIT Worldwide Logistics
    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 700 & Above Employee
    • Audit Agent
      • Jun 2019 - Sep 2019

      • Set invoices up for payment• Reviewed and verified invoices and check requests • Verified vendor accounts by reconciling month statements • Resolved invoice discrepancies and issues• Prepared and performed check runs • Set invoices up for payment• Reviewed and verified invoices and check requests • Verified vendor accounts by reconciling month statements • Resolved invoice discrepancies and issues• Prepared and performed check runs

  • Amazon
    • Retail Experience Consultant
      • Aug 2018 - May 2019

      • Represented Amazon brand • Assisted customers in learning about Amazon products and how they will meet their needs. • Product demonstration and informed recommendation• Handled all administrative aspects of the sale • Assisted customers with software issues or difficulty operating device after purchase• Reset and merchandise the store. In accordance with weekly merchandise “plan-o-gram”• Assisted manager in operational functions including pricing verification, inventory management. • Received and restocked products

  • Mariano's
    • United States
    • Food and Beverage Services
    • 700 & Above Employee
    • Bookkeeper
      • Feb 2014 - Jul 2018

      • Processed money and credit transactions• Prepared daily safe audits with strict requirements• Ensured customer well-being by resolving issues in an efficient and friendly manner• Assured security of safe and register money by following company’s protocol • Supported and train all new front end employees on computer usage and cash registers • Processed money and credit transactions• Prepared daily safe audits with strict requirements• Ensured customer well-being by resolving issues in an efficient and friendly manner• Assured security of safe and register money by following company’s protocol • Supported and train all new front end employees on computer usage and cash registers

Education

  • University of Illinois at Chicago
    Finance, General
    2016 - 2019
  • Oakton Community College
    Associate's degree, Business Administration and Management, General
    2013 - 2016

Community

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