William Peloso
Consultant at Finvi
- Role
- Senior Consultant at Finvi
- Location
- Wilmington, DE, US
- LinkedIn followers
- 500 followers
Experience
Senior Consultant
Dec 2019 — Present · Wilmington, DE, US
As a Senior Consultant with Finvi, I support implementations of the Katabat Collections Platform for new users, build and maintain strong, trusting relationships with existing customers by providing ongoing support and expert consultation. As a trusted advisor, help clients navigate challenges and needs in the assessment process, ensuring a thorough understanding of their requirements to recommend tailored product and service solutions. Identify and develop opportunities for additional value-added services that align with client goal and work cross-functionally with the sales team, product management, and other stakeholders to align client needs.Finvi is a premier provider of enterprise technologies that streamline and accelerate revenue recovery for clients in the healthcare, government, and accounts receivable management (ARM) markets. Through process automation and modern, compliance-minded communication and payment tools, Finvi helps its client partners generate more revenue at reduced cost and fulfill their organizational mission by effectively engaging patients, constituents, and consumers.
Skills
- Finra
- Account Management
- Hedge Funds
- Securities
- Electronic Trading
- Management
- Product Development
- Options
- Equities
- Equity Trading
- Hedging
- Fixed Income
- Financial Markets
- Trading
- Investment Banking
- Capital Markets
- Series 7
- Commodity
- Series 63
- Pricing Negotiation
- Derivatives
- Bloomberg
- Financial Risk
- Asset Management
- Equity Research
- Trading Systems
- Portfolio Management
- Investments
- Commodities
- Etfs
- Alternative Investments
- Risk Management
- Team Management
- Pricing Strategy
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