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Joshua Monaco

Vice President @LPL Financial

Fort Worth, TX, US
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2023 — Present

Vice President @LPL Financial

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EDUCATION

1993 — 1997

University of Nebraska at Omaha

Bachelors in Management and Marketing, Business

SKILLS

Team LeadershipSecuritiesPerformance ManagementFinancial ServicesInvestmentsProduct ManagementCustomer Relationship Management (Crm)Manage Client ExpectationsProcess ImprovementLeadershipSeries 7Mutual FundsRisk ManagementAnalyticsFinraManagementTeam BuildingStrategic PlanningCall CenterCustomer Experience ManagementChange ManagementSurvey ResearchVoice of the CustomerSalesforce.comAssociate DevelopmentSeries 63Customer ExperienceStrategic Financial PlanningBusiness AnalysisStrategyCustomer AnalysisCustomer ServiceCross-Functional Team LeadershipProgram ManagementCall CentersText AnalyticsWealth ManagementRetailRelationship ManagementAssociate Engagement

ABOUT JOSHUA MONACO

Results-focused customer service executive and customer experience champion, with a successful track record of leading change, transforming teams, departments and organizations while creating a highly engaged workforce. Passion for creating customer-obsessed culture, innovative change, driving cross-functional coordination, and thriving support operations. A highly creative innovator in delivering effective communication and marketing strategies, advanced technical solutions that increase UX, and procedural improvements that remove waste. Have coached and mentored hundreds of co-workers, from Interns, Associates, Managers, and other Senior Leaders. By developing strong personal relationships, and providing clear and targeted feedback, I am able to serve others in assisting in their development.

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