Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Let's Connect
Timeline
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Daniel Logue

Merrimack,NH

Summary

As a third-year associate at Fidelity Investments in the Merrimack, NH regional center, I am an intellectual business partner and a rapid learner who embraces all challenges. I am a diligent worker who thrives in team-oriented tasks within a leadership setting. My interests lie in leadership, strategic implementation, and promoting Fidelity's office culture.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Fraud Customer Response Associate

Fidelity Investments
Merrimack, NH
05.2023 - Current
  • Entrusted with preserving Fidelity Investments' relations and prioritizing client security.
  • Facilitating collaboration and understanding between Risk and Client Service functions.
  • Spends time on colleagues - received 15 recognitions from peers since joining.
  • Accountable - makes judgement calls that are and crucial to the outcome of a situation.

High Net Worth Service Associate

Fidelity Investments
Merrimack, NH
06.2022 - 05.2023
  • Twice awarded Manager's Choice Award: September 2022 and January 2023
  • 96% CEI (Customer Satisfaction) with 25 reviews for Q4 2022
  • Tester/Participant in the rollout of the PI Launch: Skills Coach program.

Customer Relationship Advocate

Fidelity Investments
Merrimack, NH
06.2021 - 06.2022
  • Achieved a flawless record by passing all three licensing exams at the initial try.
  • Top performer on team for multi-chat trained associates.
  • Demonstrated curiosity by shadowing Stock Plan Service, Retirements and High Net Worth.

Education

Bachelor's - Business Administration

Plymouth State University
Plymouth, NH
05.2021

Skills

  • Customer Relationship Management (CRM)
  • Cross-Functional Teamwork
  • Analytical Skills
  • Documentation And Reporting
  • Decision-Making
  • Team building

Certification

  • FINRA SIE
  • FINRA Series 7
  • FINRA Series 63
  • *Interested in obtaining FINRA Series 9 and 10*

Affiliations

  • Fidelity Investments Career Center Ambassador

Let's Connect

Daniel Logue's LinkedIn

www.linkedin.com/in/daniel-l-2aa21b95

Timeline

Fraud Customer Response Associate

Fidelity Investments
05.2023 - Current

High Net Worth Service Associate

Fidelity Investments
06.2022 - 05.2023

Customer Relationship Advocate

Fidelity Investments
06.2021 - 06.2022

Bachelor's - Business Administration

Plymouth State University
Daniel Logue