Adam S Chalifoux
Sturbridge,MA
Summary
Dynamic professional with extensive experience at Fidelity Investments, excelling in program management and client relations. Proven leadership and organizational skills, adept at implementing process improvements and managing complex projects. Proficient in Microsoft Office Suite and committed to delivering exceptional service, enhancing client satisfaction, and driving operational efficiency.
Overview
25
25
years of professional experience
Work History
Police and Fire 911 Dispatch
Seekonk Police Department
Seekonk, USA
05.2023 - 10.2023
- Receive, screens, and takes appropriate action on all emergency service calls to include 911 calls from the public requesting law enforcement, fire, and EMS; determines nature and location of emergency.
- Determines priority, dispatches emergency responders/units as necessary in accordance with established department policies and procedures, relays pertinent information to law enforcement and emergency services officers.
- Enter emergency assistance call information into the computer-aided dispatch (CAD); determines location of call; inputs, modifies, confirms, and validates information into the NCIC and NCJIS systems for multiple agencies.
- Enter data for reports and records, processes forms and record files; queries system databases as requested; maintains records and files in accordance with established standards.
- Provides information, instructions and assistance to the public within scope of authority; provides detailed call information to first responders as needed; maintains status and awareness of unit locations; monitors message traffic and relays information as required.
Director- 401k, Pension, Health and Welfare, and Stock Plan Services
Fidelity Investments
09.1999 - 04.2022
- Manage all technical designs of Single Client Feeds containing Metadata production files for ongoing Client Services, Corporate Actions, and Implementations for multiple benefits product lines (401k, pension, HW).
- Programs manage key milestone dates for data platform migration onto the new Fidelity Health and Welfare platform.
- Manage ongoing day to day service level agreement processing on all incoming integrated data.
- Manage client relationships, projects, escalations, and reporting needs on a day-to-day basis.
Director, Enablement - Data Management
Fidelity Investments
12.2010 - 07.2020
- Program Manage senior level projects, Corporate Actions, Implementations for multiply product clients.
- Primary point of contact for program and project management for severity 1-5 production support.
- Incident management for DC, DB, HW, IDB, and SPS integrated data management remediations.
- Lead enterprise / business wide internal projects and initiatives related to process improvements.
- Facilitate the cross functional team to develop and implement solutions to address our clients.
- Take an integrated approach to solutions, keeping in mind coordination with other product lines, if appropriate (Defined Benefits, Health & Welfare, Defined Contribution, Stock Plan Services).
- Ensure transition to operations is smooth and successful.
- Communicate status and resolve issues relating to the program as they impact their teams regarding deliverables, timelines, and standard services.
- Monitor, track, and report program and project status / progress and report to Fidelity and Client Management.
- Expert level experience and skill in program and project management including firsthand experience in resource planning and scheduling, and planning and managing tasks.
- Strong leadership, facilitation, influencing, decision-making and team building skills.
Client Data Manager - Data Processing/ Data Management
Fidelity Investments
06.2004 - 12.2010
- Manage technical design of SCF feeds for Corporate Actions and Implementations for multiply product clients.
- Manage Fidelity's more complex multi-product clients on a day-to-day basis in a technical capacity.
- Manage several work streams and product contacts in a complex 3.5-million-dollar remediation projects over a 6-month life cycles.
- Create and document workflows and procedures for ongoing support and process improvement projects.
DC Sr. Associate Client Service Manager
Fidelity Investments
06.2002 - 06.2004
- Respond directly to all clients inquires: telephone, fax, email, and written correspondence.
- Proactively manage client issues and resolve problems in a timely and accurate manner.
- Train/educate clients in the areas of process, policy, and procedures (including Fidelity and Industry rules and regulations).
- Train/educate clients on the use of PSW/ETE.
DC Associate Client Service Manage
Fidelity Investments
03.2001 - 06.2002
- Ensured that the goals of our clients are achieved.
- Managed projects to achieve client and participant satisfaction.
- Employed sound business sense when working on large client projects to manage risk.
- Provided timely and accurate resolutions of all plan and escalated participant issues to include follow-up and communication of status to representatives and clients.
- Acted as the primary point of contact for PSG.
DC Service Delivery Specialist
Fidelity Investments
05.2000 - 03.2001
- Acted as an expert in knowledge of Plan Level Provisions and Record Keeping Processes for internal customers on the AT&T 401k plan.
- Provided timely and accurate resolutions of all plan and escalated participant issues to representatives.
- Acted as the primary point of contact and advocate for the CSD with PSG.
- Acted as a mentor to new SDS representatives joining the team.
DC Participant Service Representative
Fidelity Investments
07.1999 - 05.2000
- Engaged in high quality customer interaction by using basic mutual fund, stock, and extensive 401k knowledge.
- Processed daily exchanges, withdrawals, and loans.
- Identified account issues and initiated problem resolutions.
- Provided tax and retirement related information to participants.
- Acted as a mentor in the new hire program.
Account Executive
Trade Credit Corporation
02.1999 - 07.1999
- Maintained corporate account relations and generated residual business contracts.
- Managed accounts from the point of sale through on-going Client Management.
- Developed and implemented key relationship plans.
- Consistently trained and educated clients on products and services.
Education
Some College (No Degree) - Business Administration
Cape Cod Community College
Barnstable, MASkills
- Microsoft Office Suite
- FPRS
- InfoPac
- IDW
- CDH
- Recon
- TSO
- DB2
- DBCS
- HOBS
- SPS
- IDB
- Intranet development
- Six Sigma certification
- Leadership skills
- Organizational skills
- Proactive approach
References
References available upon request.
Timeline
Police and Fire 911 Dispatch
Seekonk Police Department
05.2023 - 10.2023
Director, Enablement - Data Management
Fidelity Investments
12.2010 - 07.2020
Client Data Manager - Data Processing/ Data Management
Fidelity Investments
06.2004 - 12.2010
DC Sr. Associate Client Service Manager
Fidelity Investments
06.2002 - 06.2004
DC Associate Client Service Manage
Fidelity Investments
03.2001 - 06.2002
DC Service Delivery Specialist
Fidelity Investments
05.2000 - 03.2001
Director- 401k, Pension, Health and Welfare, and Stock Plan Services
Fidelity Investments
09.1999 - 04.2022
DC Participant Service Representative
Fidelity Investments
07.1999 - 05.2000
Account Executive
Trade Credit Corporation
02.1999 - 07.1999
Some College (No Degree) - Business Administration
Cape Cod Community College
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