Bio
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Topline AI
Sam Cetrano is a seasoned executive with 18 years of experience in leadership, management, and process improvement, spanning multiple industries including financial services and the US Army. He holds an MBA from Framingham State University and a BS in Business Management from Westfield State University.
Experience
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United States
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Financial Services
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700 & Above Employee
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Client Training Consultant
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Jan 2016 - Present
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Business Integration Consultant
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Sep 2014 - Present
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Client Service Management
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Jan 2010 - Aug 2014
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Brokerage Operations Representative
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2007 - Apr 2011
Responsible for operational support and back-office processing for brokerage firms including account maintenance, distributions, transfers, and audit support.
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Integrated Data Operations Specialist
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2006 - 2007
Responsible for multiple operational tasks associated with servicing FESCo’s Defined Contribution, Defined Benefit, Health & Welfare and HR Payroll client base. Involved in processing, reconciliation, issue/resolution and updating client information to ensure all data across the various systems was in synch.
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Member Board of Directors
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2006 - 2010
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Staff Sergeant 13F Forward Observer
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2000 - 2008
Veteran of Operation Iraqi Freedom
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Education
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2008 - 2010Framingham State University
Master of Business Administration (MBA) -
2000 - 2004Westfield State University
BS, Business Management
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Management Consulting”
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