Christopher Casey
Hopedale,ME
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Solutions Representative
Fidelity Investments
Smithfield, RI
10.2025 - Current
- Delivered tailored investment solutions to clients based on financial goals, enhancing portfolio performance and client satisfaction.
- Analyzed market trends and provided insights to assist clients in making informed investment decisions.
- Streamlined onboarding processes for new clients, improving efficiency and reducing turnaround times.
- Conducted regular follow-ups with clients to ensure alignment with investment strategies and objectives.
- Contributed to the growth of the firm''s assets under management through diligent prospecting efforts and successful relationship-building techniques.
Customer Relationship Advocate
Fidelity Investments
Smithfield, RI
07.2024 - 10.2025
- Managed customer inquiries and resolved issues through effective communication and problem-solving techniques.
- Provided personalized support to clients, enhancing their overall experience with Fidelity Investments.
- Coached peers new to the role to help integrate them into the team and improve effectiveness.
- Developed rapport with customers, understanding their needs and providing tailored solutions to enhance their experience.
Accounting Intern
Rucker Investments
Beverley, MA
05.2023 - 09.2023
- Entered over 50 invoices daily into QuickBooks.
- Communicated with various businesses via email, to note of pending deadlines.
- Filed essential invoices, bank reconciliations, tax documents, etc.
- Prepared and executed check runs to meet payment deadlines.
Production Associate
Dell EMC
Franklin, MA
01.2021 - 01.2023
- Picked and prepared daily shipments for customers.
- Moved boxes, containers, and pallets with special-purpose equipment to meet demanding production targets (certified fork-lift operator).
- Organized warehouse design to maximize space for stock allowing for high volume traffic zones.
- Ensured that inventory tag requirements were met through quality control tasks.
- Compiled, sorted, and filed records of product orders, business transactions and other activities.
- Summers/Winters
Education
B.A. - Communication
University of Massachusetts Amherst
Amherst01-2024
High School - undefined
Hopedale Jr.-Sr. High School
Hopedale, MA06-2020
Certification
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
- Series 66
Timeline
Investment Solutions Representative
Fidelity Investments
10.2025 - Current
Customer Relationship Advocate
Fidelity Investments
07.2024 - 10.2025
Accounting Intern
Rucker Investments
05.2023 - 09.2023
Production Associate
Dell EMC
01.2021 - 01.2023
High School - undefined
Hopedale Jr.-Sr. High School
B.A. - Communication
University of Massachusetts Amherst