Eric Dalesio
Wethersfield, Connecticut, United States
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Eric Dalesio is an experienced professional with 16.3 years of work experience. He has a strong background in facilitating plan transitions from outside providers and building relationships with clients, advisors, and third-party administrators. Eric has a proven track record in account management in the financial services industry, with a focus on customer service and operations. He is currently pursuing a Bachelor's degree in Business Administration, Management, and Operations. Eric has worked at Voya Financial and MassMutual, gaining valuable experience in client transition and account management.
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Emails and Phone Numbers

@massmutual.com
@yahoo.com
@yahoo.com
+1 413744****
+1 212309****
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About

Experienced in facilitating multiple aspects of plan transitions from outside providers. Relationship building with clients, advisors, and Third-Party Administrators. Previously worked in Account management in the financial services industry with a history of customer service and in operations. Skilled in Relationship Building, Retirement Planning, Insurance, Loans, and Project Management. Currently working towards a Bachelor's degree focused in Business Administration, Management and Operations from Charter Oak State College.

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Work Experience

230 Park Avenue, New York, NY, 10169, US

Financial Services

6124
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Eric Dalesio's Professional Milestones

  • Account Manager (2013-01-01~): Building strong client relationships during financial and marketing campaigns to drive revenue growth and establish strong industry relationships.
  • Account Manager (2013-01-01~): Established high-performing relationships with key clients, providing exceptional customer service and driving business growth.
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Education

Charter Oak State College
Charter Oak State College

Bachelors,

Business Administration,

Management And Operations

2018-2020
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