CHRISTOPHER LAVOIE
Canton,MA
Summary
I am a business graduate and former student-athlete with a strong foundation in business principles, leadership, and teamwork. Proven ability to balance high-performance academics and athletics, demonstrating discipline, time management, and perseverance. Passionate about community service, and eager to contribute to a purpose-driven organization while continuing to grow professionally.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Customer Associate
Fidelity Investments, Participant Services
Smithfield, RI
06.2024 - Current
- Provide exceptional front-line support to over 80 retirement plan participants daily, offering guidance on a wide range of 401(k) account services, including loans, withdrawals, rollovers, and general maintenance.
- Execute and process high-value financial transactions totaling over $1,000,000 with a strong emphasis on accuracy, compliance, and the protection of sensitive customer information against fraud and identity theft.
- Serve as a trusted point of contact, building meaningful client relationships by actively listening, addressing concerns with empathy, and delivering clear, solutions-oriented communication.
- Educate clients on Fidelity’s suite of financial tools and resources, empowering them to make informed decisions regarding their retirement planning and long-term financial goals.
- Collaborate cross-functionally with internal departments to ensure seamless service delivery and continuous improvement in the customer experience.
Tutor
Merrimack College
- Provided one-on-one or group tutoring sessions to assist struggling students in Mathematics.
- Tailored tutoring sessions to individual learning needs, resulting in improved grades and comprehension.
- Collaborated with professors or academic advisors to identify students in need of additional support.
- Maintained records of sessions and progress to track improvements and assess effectiveness.
Barback
Granite Links
Quincy, USA
- Assisted with the operations of table upscale restaurant via supporting staff members with cleaning and resetting tables, and restocking the bar.
- Brought guests need the attention of waitstaff to ensure resolution.
- Worked well with all levels of staff, club members and management.
Operations Staff/Caddy
Blue Hill Country Club
Canton, USA
- Provide a high level of customer service to members and guests at privately run country club.
- Treat all members, guests, and employees with respect and in anticipation of needs.
- Perform caddy duties as requested by individual Club members.
Education
Bachelors of Science - Business Administration, Finance and Management
Merrimack College
North Andover, MA05.2024
Certification
- Bloomberg Certified
- Excel Certified
Community Service
Dana-Farber Cancer Institute, Boston Marathon Jimmy Fund Walk, MA, Participates in a variety of charity events to ensure personal and team fundraising goals are met. Walk half marathon annually in support of finding a cure for cancer.
Timeline
Financial Customer Associate
Fidelity Investments, Participant Services
06.2024 - Current
Tutor
Merrimack College
Barback
Granite Links
Operations Staff/Caddy
Blue Hill Country Club
Bachelors of Science - Business Administration, Finance and Management
Merrimack College
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