Nathan Lucchino
Los Angeles
Summary
Experienced with managing diverse tasks and supporting team initiatives. Utilizes organizational skills and attention to detail to enhance operational efficiency. Track record of effective collaboration and problem-solving in fast-paced settings.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Strategic Retirement Solutions Associate
Commonwealth Financial Network
02.2024 - 08.2025
- Increased advisor satisfaction by resolving complex issues and providing exceptional service at all times.
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
- Developed and implemented strategies to increase customer satisfaction and engagement.
Operations Support Specialist II
Commonwealth Financial Network
06.2022 - 02.2024
- Managed approximately 50 incoming calls and emails per day from customers
- Provided guidance and mentorship to junior staff members, fostering a supportive work environment conducive to professional growth.
- Served as a liaison between various departments within the organization, facilitating open communication channels for seamless collaboration on shared initiatives.
- Identified areas for improvement in current processes, proposing innovative solutions that led to cost savings and increased efficiency.
Marketing Coordinator
Worcester Red Sox
06.2021 - 06.2022
- Developed visually engaging marketing materials to support product launches and promotions.
- Planned and executed internal and external marketing events.
- Tracked and reported on marketing campaign responses.
- Developed and executed marketing plans for trade shows and other events to increase brand awareness.
Education
Bachelor of Arts - History
Boston University
Boston, MA05-2021
Skills
- Customer service
- Time management
- Attention to detail
- Customer interaction
- Customer engagement
- Complex Problem-solving
- Relationship building
Certification
- FINRA Series 66 License
- FINRA Series 7 License
- Certified Plan Fiduciary Advisor (CPFA)
Timeline
Strategic Retirement Solutions Associate
Commonwealth Financial Network
02.2024 - 08.2025
Operations Support Specialist II
Commonwealth Financial Network
06.2022 - 02.2024
Marketing Coordinator
Worcester Red Sox
06.2021 - 06.2022
Bachelor of Arts - History
Boston University
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