Sonny Napolitano

- Serves as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, and more. - Assists clients or Consultants with processing and facilitating money movements. - Conducts strategic outreach to build and maintain strong relationships with client-base and works to identify firm services and solutions, such as digital, online access and cash management offerings, that support Fiducient's clients’ needs. - Sustains effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows - Collaborates with team on accomplishing operational and administrative duties; running reports, responding to general client requests, etc. - Enthusiastically supports Institutional Consultants with daily business practices including portfolio administration, client audit requests, special projects and more.

- Managed high net-worth client investment accounts through daily financial operations. - Researched fixed income and equity securities for use in client 401(K)s, investment accounts, and the practice’s model portfolio strategies. - Led team in operational functions and project managing, including but not limited to: money movements, 401(K) rollover, security research, and documentation. - Helped design portfolios specifically weighted for unique client needs. - Identified specific client portfolio issues and developed strategies to solve them. - Monitored the entirety of the client base to ensure suitability and portfolio drift requirements are satisfied and cash balance discrepancies are addressed. - Managed client relationships, with a strong ability to communicate directly with clients and field any concerns related to money movements, trading, investments, estate settlements, and account creation.