Vince Ranalli
Chief Executive Officer/Owner - Case Specific Meal Prep
- Role
- Director of Operations at Equitable Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Vince Ranalli
Versatile background in the health/wellness industry as well as hospitality operations. Dedicated and highly motivated in all responsibilities with a focus on personalized customer service. Passionate about helping others achieve success while working towards meeting and exceeding my personal goals. Thrives in a team environment with a strong skill set in all aspects of management.
Experience
Director of Operations
Jan 2025 — Present · Pittsburgh, PA, US
As a Business Process & Client Strategy Coordinator at Equitable Advisors, I play a pivotal role in ensuring operational efficiency and seamless client experiences. My responsibilities encompass a range of strategic and administrative functions, including- Executive Business Support: Overseeing key operational processes, ensuring timely execution of action items, and maintaining compliance with best practices- Sales Cycle Management: Tracking client progress within the financial planning journey, proactively coordinating with advisors to facilitate seamless transitions- Financial Documentation & Application Processing: Managing application submissions, transfer forms, and data collection, ensuring accuracy and completeness in all financial documentation- Market & Portfolio Analysis: Generating detailed Morningstar reports and financial illustrations tailored to advisor recommendations to support investment strategies- Strategic Communication Development: Crafting customized email templates for various financial product inquiries, ensuring clarity and professionalism in client outreach- CRM & Data Integrity: Conducting meticulous data entry and management within Salesforce and Asset Map to support financial planning and strategy implementation- Advisor Enablement & Process Optimization: Providing structured onboarding support to new advisors, refining operational workflows for maximum efficiency- Training & Development Leadership: Hosting monthly training sessions on compliance and paperwork processes, fostering knowledge-sharing and best practices- Client & Partner Liaison: Establishing direct communication channels with service centers to track business status and gather critical information, ensuring timely resolutions.
Education
University of Pittsburgh
Master of Science (M.S.), Exercise Physiology
2010 — 2011
Slippery Rock University
Bachelor of Science (B.S.), Kinesiology and Exercise Science
2006 — 2010
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