John Boccomino
Client Services Operations Manager at Secure Asset Management, LLC, & Secure Investors Group | Detroit Metropolitan Area
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John Boccomino is a seasoned Client Services Operations Manager at Secure Asset Management, LLC, and Secure Investors Group, where he leverages his extensive experience in FinTech operations to enhance client satisfaction and streamline onboarding processes. With a strong focus on helping clients and advisors achieve financial freedom, John plays a pivotal role in guiding them through the complexities of alternative investments and mutual funds. His expertise in change management and business process improvement ensures that clients receive tailored solutions that meet their unique financial needs.
At Secure Asset Management, John is currently spearheading key projects aimed at optimizing client interactions and enhancing operational efficiency. By implementing innovative strategies for bank reconciliation and business relationship management, he has significantly improved the overall client experience. His commitment to customer satisfaction is evident in his proactive approach to addressing client inquiries and concerns, ensuring that they feel supported throughout their investment journey.
John’s proficiency in finance, coupled with his Series 7 certification, empowers him to provide insightful guidance to clients, helping them navigate the intricacies of their investment portfolios. His analytical skills and business acumen enable him to identify opportunities for growth and improvement, ultimately driving the success of the organization. As a dedicated professional in the FinTech industry, John Boccomino continues to elevate the standards of client service, fostering long-lasting relationships that empower clients to achieve their financial goals.
Client Services Operations Manager at Secure Asset Management, LLC, & Secure Investors Group in March 2021 to Present
Wealth Management Services Team Lead at Hoover and Associates Financial Services, Inc. in January 2020 to January 2021
Mutual Fund Trading Operations Supervisor at Raymond James in January 2017 to January 2019
Assistant Vice President at Comerica Bank in January 2013 to January 2016
Operations Manager- Trading and Share Settlements Team- Employee Stock Purchase and Option Plans at Computershare in January 2001 to January 2013
Assistant Treasurer / Operations Officer at BNY Mellon in January 2001 to January 2011
Account Manager, NAIC Stock Service Program at MMS Securities, LLC in January 1998 to January 2001
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Walsh College, Bachelor of Business Administration (BBA)
De La Salle Collegiate High School
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Equity Compensation
Project Management
Financial Services
Cross Functional Team Building
Change Management
Risk Management
Process Improvement
Vendor Management
Bank Reconciliation
Customer Satisfaction
Mergers & Acquisitions
Portfolio Management
Equities
Accounting
Investments
Leadership
Team Building
Management
Training
Financial Analysis
Alternative Investments
Series 7
Mutual Funds
Finance
Relationship Management
Business Analysis
Securities
Wealth Management
Banking
Trading
Business Process Improvement
Business Relationship Management
Team Leadership
Mutual Fund
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Discover more about Secure Asset Management, LLC, & Secure Investors GroupWhat is John Boccomino email address?
Email John Boccomino at [email protected] and [email protected]. This email is the most updated John Boccomino's email found in 2026.
What is John Boccomino phone number?
John Boccomino phone number is 5869326392.
How to contact John Boccomino?
To contact John Boccomino send an email to [email protected] or [email protected]. If you want to call John Boccomino try calling on 5869326392. (updated on August 26, 2024)
What company does John Boccomino work for?
John Boccomino works for Secure Asset Management, LLC, & Secure Investors Group
What is John Boccomino's role at Secure Asset Management, LLC, & Secure Investors Group?
John Boccomino is Client Services Operations Manager
What industry does John Boccomino work in?
John Boccomino works in the Investment Management industry.
John Boccomino Email Addresses
John Boccomino Phone Numbers
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