Daniel DeFronzo
Salisbury,MA
Summary
Highly analytical and detail-oriented graduate with a strong foundation in data analysis, statistical modeling, and business intelligence. Proficient in tools such as Excel, SQL, and R, with hands-on experience through academic projects and as a professional in the industry. Strong problem-solving skills, excellent communication abilities, and a keen interest in translating complex data into actionable insights. Eager to contribute analytical skills and enthusiasm to an entry-level analyst role, supporting data-driven decisions and organizational success.
Overview
4
4
years of professional experience
Work History
Relationship Specialist
Bankprov
04.2024 - Current
- Processed customer transactions including deposits, withdrawals, and transfers with high accuracy
- Assisted customers with account inquiries, providing information and resolving issues efficiently
- Balanced cash drawers at end of each shift, ensuring no discrepancies.
Workplace Planning Consultant I
Fidelity Investments
11.2021 - 09.2023
- Provided financial planning guidance advice through consultative conversations about participants 401K plan and retail account options, including investment analysis, contribution maximization, and retirement readiness
- Uncovered and identified needs and gaps within financial plans while providing guidance on asset and investment related decision making
- Understanding goals to determine best actions through digital solutions and analysis
- In top 20% of WPC1 reps for having business flow into both retail and workplace accounts throughout 2022.
Workplace Planning Associate
Fidelity Investments
05.2021 - 11.2021
- Successfully completed the SIE, Series 7 and 66 to become a licensed investment advisor representative
- Team-player that pro-actively reaches out to 401k plan participants to further the relationship with Fidelity by connecting them to a workplace planning consultant
- Consistently above average metrics for both the number of clients contacted, and number of appointments made with our advisors.
Data Entry Clerk
Recordsforce, Inc.
10.2020 - 04.2021
- Used software to analyze and index data from documents and input information into online database
- Collaborate with team to efficiently identify and resolve problems in the data or software.
Education
Bachelor of Science - Mathematics
University of Massachusetts Amherst
Amherst, MA09.2020
High School Diploma -
Masconomet Regional High School
Boxford, MA06.2016
Skills
- Self-awareness
- Customer Service
- Licensed investment advisor representative (Series 7 and 66)
- Collaborative Approach
- Excel Functions
- Data Visualization and Presentations
- SQL
- Statistical Analysis
- Attention to Detail
- R Programming
Timeline
Relationship Specialist
Bankprov
04.2024 - Current
Workplace Planning Consultant I
Fidelity Investments
11.2021 - 09.2023
Workplace Planning Associate
Fidelity Investments
05.2021 - 11.2021
Data Entry Clerk
Recordsforce, Inc.
10.2020 - 04.2021
Bachelor of Science - Mathematics
University of Massachusetts Amherst
High School Diploma -
Masconomet Regional High School
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