Santino Platt

Pricing Analyst at WESCO Distribution
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Contact Information
us****@****om
(386) 825-5501
Location
Pittsburgh, Pennsylvania, US

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Experience

    • Pricing Analyst
      • Mar 2020 - Present

      Pricing Analyst - Regional

    • Administrative Associate
      • 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

    • Contract Management and Relations
      • 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

    • Contract Management & Relations
      • 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.

    • Property Management & Leasing Intern
      • 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.

Education

  • Washington & Jefferson College
    -

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