Caroline Boudreau
Merrimack
Summary
Driven and client-focused Financial Representative dedicated to building long-term, personable relationships rooted in trust and integrity. Fully licensed and well-equipped to guide clients toward their financial goals through ethical, informed, and strategic planning. Known for clear communication, a solutions-oriented mindset, and a genuine commitment to putting clients’ best interests first.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant
Fidelity Investments
Merrimack
08.2024 - 07.2025
- Answered inquiries from customers regarding investments
- Educated clients on various investment options available in their employer-sponsored plans
- Analyzed client's financial situations, objectives and risk tolerance to develop investment strategies.
- Responded promptly to client inquiries about their accounts or any other related questions they may have had
- Developed customized investment plans for clients based on their goals and resources
Accounting Intern
Loureiro Engineering
Plainville
03.2023 - 05.2024
- Created and reported the company's cash flow models and forecasts
- Assisted with month-end closing process, including preparation of accruals, prepaids, and other adjusting entries
- Performed account analysis on balance sheet accounts
- Prepared bank reconciliations and journal entries to record transactions in the general ledger
- Collaborated with other team members on special projects when needed
- Processed invoices in accordance with company policies and procedures
Education
Master of Science - Finance
University of New Hampshire
NH05-2024
Bachelor of Science - Business Administration
Southern New Hampshire University
Hooksett, NH01-2023
Skills
- Investment analysis
- Investment strategy
- Financial forecasting
- Account reconciliation
- Cash flow modeling
- Customer service
- Investment consulting and planning
Certification
- Securities Industry Essential: ID 2664948392
- Series 7: ID 1379059563
- Series 66: ID 3417616371
Timeline
Workplace Planning Consultant
Fidelity Investments
08.2024 - 07.2025
Accounting Intern
Loureiro Engineering
03.2023 - 05.2024
Master of Science - Finance
University of New Hampshire
Bachelor of Science - Business Administration
Southern New Hampshire University
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