Don Dimitri

I’m a Series 7 and Series 63 licensed financial services professional, and I bring hands-on experience in client support, advisor relationship management, and investment product guidance. I’m known for delivering high-quality service, resolving account inquiries quickly, and translating complex financial concepts into clear, client-friendly communication.

In my current role as an Internal Wholesaler (Internal Business Consultant) at InspereX, I serve as a primary point of contact for financial advisors. I support timely account inquiries, product details, and transaction processes while handling high-volume inbound and outbound communication with a consistently responsive, professional approach.

I also explain complex structured investment products in a clear, client-focused manner to support informed decision-making. I maintain consistent follow-up with advisors, strengthening relationships and improving overall client experience, and I use Salesforce CRM to track interactions and ensure timely resolution of requests.

Previously, as a Registered Representative at New York Life, I provided personalized financial guidance across retirement planning, insurance, and investment strategies. I achieved a 98% client satisfaction rate by proactively managing relationships, educating clients on products in an easy-to-understand way, and using Salesforce CRM to document interactions and maintain accurate records.