MICHAEL O'BRIEN
Warwick,RI
Summary
Seasoned professional with a strong background in navigating high-pressure environments, honed through extensive military service in the Navy and at Fidelity Investments. Adept at adapting to rapidly changing conditions and shifting priorities, with a proven ability to strategize and overcome obstacles to achieve company success. Leveraging a blend of discipline, hands-on experience, and education to drive efficiency and effectiveness in large, dynamic organizations. Committed to bringing a proactive, solution-oriented approach to problem-solving and goal attainment.
Overview
7
7
years of professional experience
8
8
years of post-secondary education
Work History
FIDELITY CLIENT SERVICES REPRESENTATIVE
Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Smithfield, RI
08.2023 - 08.2024
- Provide clients with daily trade request regarding contributions and distributions Help/provide answers to clients regarding their accounts
- Assist fellow associates when questions arise regarding unique clients' accounts Protect & maintain customer confidence by keeping information confidential
FIDELITY FINANCIAL REPRESENTATIVE
Fidelity Investments - Personal Investments Department
04.2023 - 08.2023
- Provide clients with the answers that they are looking for with regards to their accounts
- Help/provide answers to my fellow co-workers when working on client accounts
- Daily processing of check deposits
ENLISTED SECOND CLASS PETTY OFFICER
United States Navy Sailor
03.2017 - 03.2023
- The primary role was providing exceptional food to 40 plus officers
- Responsible for the timely preparation and serving of meals, and the operation, material condition, and sanitation of the wardroom mess and related spaces
- The secondary role was performing above standard maintenance
- Completed 200 plus tag outs for division, and responsible for maintenance for a combined 80 plus spaces.
Education
BACHELOR OF SCIENCE DEGREE - Environmental Studies
Saint Joseph's College
Maine 2010.08 - 2014.05
MINOR IN BUSINESS MANAGEMENT - Business Management
Saint Joseph's College of Maine
Maine 08.2010 - 05.2014
Skills
- Team Supervision
- Documentation And Reporting
- Leadership
- Skill Building
- User Support
- Client Relations
- Client Support
Accomplishments
- Fidelity Achievements
- Navy Achievements
Awards
- Excel
- Diploma in Advanced French
- 10 years' service recognition
- Multiple client testimonials
- Lead investigator for Repair locker
- Lead investigator for Flying Squad
- Damage Control Training Team member (DCTT)
- Crash and Salvage Team leader
- Enlisted Surface Warfare Specialist (ESWS)
- Navy Achievement Medal (3)
- Sailor of the Month (2x) nominated (3)
- 2020 Bloodhound Award
- RED/BLACK.GREEN/YELLOW CEAs
- Battle E Medal
- Meritorious Unit Commendation Medal (MUC)
References
References available upon request.
Timeline
FIDELITY CLIENT SERVICES REPRESENTATIVE
Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
08.2023 - 08.2024
FIDELITY FINANCIAL REPRESENTATIVE
Fidelity Investments - Personal Investments Department
04.2023 - 08.2023
ENLISTED SECOND CLASS PETTY OFFICER
United States Navy Sailor
03.2017 - 03.2023
BACHELOR OF SCIENCE DEGREE - Environmental Studies
Saint Joseph's College
2010.08 - 2014.05
MINOR IN BUSINESS MANAGEMENT - Business Management
Saint Joseph's College of Maine
08.2010 - 05.2014
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