Lou Moccia
Quality Operations Manager @Putnam Investments
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WORK HISTORY
Quality Operations Manager @Putnam Investments
Andover, MA, US
Created and led ongoing quality programs leading to Putnam receiving 35 DALBAR, Inc. and other industry service excellence awards• Planned, organized, directed, coordinated, and managed external quality vendor relationships (DALBAR and National Quality Review)• Managed, coordinated, maintained database, and responded to competitive industry benchmarking initiatives and inquiries, approx. 75-80 per year• Provided quality consultative services to enterprise-wide organizations• Forecasted and managed budgets for external quality/benchmark surveys and vendor contracts• Collaborated with organizational business leaders to formulate strategic and tactical plans to ensure that external quality benchmarks were achieved, while in support of internal operational goals• Organized, implemented, and evaluated community relationship opportunities and internal employee appreciation initiatives & programs• Updated senior management on the status of organizational quality performance based on statistical analysis and trending such as: industry benchmarking, competitive analysis, and organizational quality performance• Completed Putnam Leadership Training• Completed Putnam Professional Development Training• Organized weekly, monthly and yearly community service volunteer opportunities• Co-Chaired Annual United Way/Putnam Campaign• Represented Putnam Investments at United Regional Chamber of Commerce (Ambassador and Board of Directors Chair)
ABOUT LOU MOCCIA
Highly organized purposeful professional offering over 38 years of dynamic contributions to multiple facets of financial services industry and chamber of commerce initiatives. Excellent critical and strategic-thinking skills coupled with strong creative, presentation, verbal, and written communication. Motivational team leader and contributor with a proven ability of creating constructive collaboration to help drive personnel/groups. Proven leader in event planning through relationship management with an ability to build strong internal and external relationships.
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