Eric Dalesio
Charter Oak State College
Tell me more about Eric Dalesio?
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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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.
...See MoreWork Experience
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Client Transition Manager
Financial Services
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.
Education
Bachelors,
Business Administration,
Management And Operations
2018-2020Certification
Colleagues
Sean Malloy, A-CSPO
Digital Product Owner
Mike Salters
Digital Product Owner | Real Estate Investments & Consultant
Erin Turchin
ESL Business System Owner
Jennifer Bower
Product Manager | Owner | Customer Experience Leader | IT And Customer Service Professional
Tiana Phienboupha
Operations Consultant | Small Business Owner
Other Named Eric Dalesio
Frequently asked questions
We found 3 Eric Dalesio's email addresses
We found 2 Eric Dalesio's phone numbers
Eric Dalesio's social media include: Linkedin,
Eric Dalesio works for Voya Financial
Eric Dalesio's role in Voya Financial is --
Eric Dalesio works in the industry of Financial Services
Eric Dalesio's colleagues are Sean Malloy, A-CSPO,Mike Salters,Erin Turchin
Eric Dalesio's latest job experience is -- at Voya Financial
Eric Dalesio's latest education in Charter Oak State College