JAMES TURCOLIVERI
Westminster
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Head of Tech and Client Relations
The Way Alternative Investment Solutions Group LLC
08.2024 - 07.2026
- Communicate directly with accredited investors and high-net-worth clients in professional, trust-based situations.
- Manage client relations, follow-ups, digital paperwork and business communication.
- Handle marketing, website systems, online security and technology support for company operations.
- Maintain accuracy with sensitive client information, financial documents and regulated business processes.
- Troubleshoot technology issues and keep internal systems organized, secure and reliable.
- Built strong communication, discipline and attention to detail in a professional business environment.
Insurance Producer / Independent Practice
Self-Employed
10.2022 - 08.2024
- Started and helped operate an independent life insurance practice with partners in Costa Rica.
- Held an insurance license and worked with life, health, property, casualty and liability-related coverage needs.
- Managed leads, client conversations, follow-ups, paperwork and appointments independently.
- Explained technical insurance information clearly and built client confidence through organized communication.
- Developed self-discipline, business responsibility and strong professional communication skills.
Rental Operations / Equipment Worker
Aable Rents
05.2022 - 10.2022
- Assisted with rental equipment, customer service, loading, unloading, cleaning and inventory organization.
- Prepared equipment for customer pickup, returns, deliveries and job-site use.
- Operated tools, ladders and rental items in a hands-on environment while supporting daily operations.
- Trained toward becoming a driver and learned delivery preparation responsibilities.
- Followed safety practices while handling equipment, customer property and physical work.
- Operated and maintained rental equipment, ensuring functionality and safety standards were met.
- Assisted customers with equipment selection, providing expert advice on usage and safety protocols.
- Coordinated equipment deliveries, optimizing logistics to enhance customer satisfaction and efficiency.
- Trained new staff on operational procedures, fostering a knowledgeable team environment focused on excellence.
Education
High School Diploma -
Mayfield High School
Mayfield Heights, OH01-2022
Skills
- Everyone tells me I am a "people person" and I believe that can make a genuine relationship with anyone
- High willingness to never stop learning
-Using logic to problem solve without asking for help
-Time Management
-multitasking abilities
Certification
- Insurance License
- OSHA Certification, 2021
- CPR Certification, 2021
- First Aid Certification, 2021
Timeline
Head of Tech and Client Relations
The Way Alternative Investment Solutions Group LLC
08.2024 - 07.2026
Insurance Producer / Independent Practice
Self-Employed
10.2022 - 08.2024
Rental Operations / Equipment Worker
Aable Rents
05.2022 - 10.2022
High School Diploma -
Mayfield High School