Santino Platt
Pricing Analyst at WESCO Distribution- Claim this Profile
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Bio
Experience
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Pricing Analyst
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Mar 2020 - Present
Pricing Analyst - Regional
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Administrative Associate
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Aug 2019 - Feb 2020
- Participated in over 50 client meetings discussing and developing plans that aligned with clients financial goals.- Participated in analyzing client portfolios and selling stock/mutual funds.- Kept up to date records of client's financial statements and vested/unvested stock.- Prepared advisory paperwork for clients to establish/transfer IRAs, Roth IRAs, 401(k)s, etc.- Effectively communicated with clients on a daily basis to ensure complete care, answered questions pertaining… - Participated in over 50 client meetings discussing and developing plans that aligned with clients financial goals.- Participated in analyzing client portfolios and selling stock/mutual funds.- Kept up to date records of client's financial statements and vested/unvested stock.- Prepared advisory paperwork for clients to establish/transfer IRAs, Roth IRAs, 401(k)s, etc.- Effectively communicated with clients on a daily basis to ensure complete care, answered questions pertaining to their portfolio, and scheduled weekly, monthly, yearly portfolio reviews with clients to maximize their financial goals. Show more Show less
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Contract Management and Relations
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May 2018 - Aug 2018
- Created agendas for area and regional meetings to review analytics on carriers and invoices associated with other Project Coordinators. - Worked with Project Coordinators in different regions to evaluate, review, and recover 7+ million dollars worth of invoices with carrier companies.- Competed and won the 2018 Crown Castle Intern Case Competition in which 88 teams competed nationwide across all office locations.- Handled open aging accounts, invoicing and customer collections in… - Created agendas for area and regional meetings to review analytics on carriers and invoices associated with other Project Coordinators. - Worked with Project Coordinators in different regions to evaluate, review, and recover 7+ million dollars worth of invoices with carrier companies.- Competed and won the 2018 Crown Castle Intern Case Competition in which 88 teams competed nationwide across all office locations.- Handled open aging accounts, invoicing and customer collections in order to resolve carrier issues quickly and efficiently.- Analyzed 100+ customer contracts to determine accuracy, expiration and payment timelines.- Provided outstanding customer service through the anticipation of response management unique and analytical solutions- Effectively collaborated with coworkers and upper management to tackle group projects. Show more Show less
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Contract Management & Relations
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May 2017 - Aug 2017
- Handled open aging accounts, invoicing and customer collections in order to resolve carrier issues quickly and efficiently.- Analyzed 100+ customer contracts to determine accuracy, expiration and payment timelines.- Provided outstanding customer service through the anticipation of response management unique and analytical solutions.- Effectively collaborated with coworkers and upper management to tackle group projects.
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Property Management & Leasing Intern
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Jun 2016 - Aug 2016
- Worked with tenants to acknowledge and resolve any contractual misunderstandings or household issues.- Assisted tenants with viewing and leasing rental units as well as manage maintenance and repairs of the units.- Collected monthly rental checks and answered any questions concerning payment.
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Education
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Washington & Jefferson College