William Peloso

Senior Consultant @Finvi

Wilmington, DE, US
EMAILS
w••••••••@finvi.com
MOBILE NUMBERS
+19•••••••55

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WORK HISTORY

Dec 2019 — Present

Senior Consultant @Finvi

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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

FinraAccount ManagementHedge FundsSecuritiesElectronic TradingManagementProduct DevelopmentOptionsEquitiesEquity TradingHedgingFixed IncomeFinancial MarketsTradingInvestment BankingCapital MarketsSeries 7CommoditySeries 63Pricing NegotiationDerivativesBloombergFinancial RiskAsset ManagementEquity ResearchTrading SystemsPortfolio ManagementInvestmentsCommoditiesEtfsAlternative InvestmentsRisk ManagementTeam ManagementPricing Strategy

ABOUT WILLIAM PELOSO

Consultant at Finvi

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