Lorenzo Celletti
Montreal,Canada
Summary
Experienced with client relationship management, enhancing customer satisfaction through personalized service and strategic account planning. Utilizes negotiation and conflict resolution skills to maintain and renew client contracts, ensuring alignment with business objectives. Track record of leveraging analytical insights to drive client retention and business development.
Overview
8
8
years of professional experience
Work History
Account Manager
Charles Virone Concept
11.2021 - 12.2023
- Administers and maintains sales operational systems and processes to provide content, data and information management in support of sales pursuits.
- Implements and configures sales tools, content management and tracking systems.
- Develops and manages catalog and web-based content, web pages and other online sources for storing and communicating information for sales and partners.
- Enters, updates and ensures accuracy of data in sales and client and partner relationship management systems generates regular and ad hoc reports for account teams and leadership.
- Advises on improvements and enhancements for design of sales systems and tools.
- Administers, configures, updates and maintains portions of systems for support, including sales tools, catalog management, websites, online content, partner Web portal content, and data management, for a customer segment or business unit
- Reviews information and makes changes and updates to data and configuration of tools, online resources and systems within limited parameters
- Produces and analyzes reports and assessment results to identify trends and issues, perform root-cause analysis for failures and data issues, develop recommendations for resolution and track effectiveness of remedies
- Employment relationship terminated due to COVID -19
Financial Advisor
Desjardins Bank
03.2018 - 11.2020
- Help clients achieve sustainable financial security and a healthy lifestyle.
- Using a financial planning approach, offer personalized advice to help clients achieve their investment and retirement goals, recommend appropriate solutions and manage client relationships
- Conduct full client review (retirement planning, wealth accumulation, estate planning, etc.) by actively involving the client in the process.
Financial Advisor
Sun Life Financial
03.2018 - 03.2019
- Help clients achieve sustainable financial security and a healthy lifestyle.
- Meet the individual insurance and investment needs of clients.
- Using a financial planning approach, offer personalized advice to help clients achieve their investment and retirement goals, recommend appropriate solutions and manage client relationships
- Conduct full client review (retirement planning, wealth accumulation, estate planning, etc.) by actively involving the client in the process.
Restaurant Manager
Restaurant Fiorellino
09.2015 - 04.2017
- Ensure compliance with daily and weekly procedures
- Manage the choice of suppliers of food and beverages
- Control the quality of customer service
- Define and implement adapted procedures
- Manage the room team , schedule, organize the spots
Education
Diploma TEFAQ - French Language
Canada College
Montréal01.2015
Diploma - English Language
English School of Florence
Florence01.2002
Master Degree - Marketing and Communication
Ecole “Le Stelline”
Milano01.1995
Diploma - Accounting and Marketing
Ecole ITC Antonio Genovesi
Florence01.1991
Skills
- Versatility, adaptability Management and coordination of Leadership team
- Administration
- Customer service
- Knowledge of sales processes and sales procedures
- Culture of quality and hygiene standards
- Being a proactive force
- Implement plans
- Developing budgets
- Coordinate different types of professions
- Informatics (Pack Office, internet, Illustrator, quarkXpress)
Languages
English
Full Professional
French
Advanced (C1)
Italian
Native or Bilingual
AWARDS
Québec drive license, Barista: Diploma c/o Illy, Università del Caffè, Trieste - 2012, Certification HACCP, Confcommercio di Firenze - 2012, Diploma Sommelier at Leonardo Romanelli, Grève in Chianti (Florence) Antinori Award - 2001
Timeline
Account Manager
Charles Virone Concept
11.2021 - 12.2023
Financial Advisor
Desjardins Bank
03.2018 - 11.2020
Financial Advisor
Sun Life Financial
03.2018 - 03.2019
Restaurant Manager
Restaurant Fiorellino
09.2015 - 04.2017
Diploma TEFAQ - French Language
Canada College
Diploma - English Language
English School of Florence
Master Degree - Marketing and Communication
Ecole “Le Stelline”
Diploma - Accounting and Marketing
Ecole ITC Antonio Genovesi