MEGHAN DULAC
Westborough,MA
Summary
FINRA Series 7 & 63 licensed professional with strong communication skills and a background in client support and project coordination. Recognized by colleagues for consistently demonstrating hustle, attention to detail/quality, and ingenuity while seamlessly managing team deadlines, communicating expectations, and driving results.
Overview
21
21
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
03.2024 - Current
- FINRA Series 7 and Series 63 licensed, with the ability to support clients in the trading and servicing of mutual funds, equities and other securities. .
- Handle inbound client calls to resolve account issues, facilitate transactions, process money movement requests, and ensure overall client satisfaction.
- Voted August MVP of the Month by peers in recognition of performance, teamwork, and impact.
- Currently supporting FI in Client Experience to assist in queue management as part of a loan opportunity.
Development and Operations Manager
TB12 Foundation
03.2023 - 03.2024
- Company Overview: Small, private philanthropic organization spearheaded by Tom Brady and his trainer, Alex Guerrero, that provides health & wellness services and education to inspire the next generation of athletes, among other populations (i.e., veterans, first responders, etc.).
- Oversee daily operations, such as program support, communications, audit support, website updates and general support of the Executive Director
- Oversee a team of fundraisers who are representing the TB12 Foundation at the NYC Marathon and Boston Marathon
- Seek out growth opportunities for the Foundation and applies to grant makers for enhanced fundraising
Executive Assistant
26.2 Foundation
09.2019 - 06.2023
- Manage the entirety of the runner application process: review applications, interview candidates, complete onboarding, manage fundraising campaigns, track financials and ensure milestones were met
- Work closely with the communications team to identify content and images for social media and complete website redesign
- Trained to execute website updates and edits
- Plan fundraising and welcoming events for team of runners
- Liaison between the Foundations’ Executive Director and the Boston Athletic Association to ensure open communication and clear reporting
Community Relations, Sr. Specialist
Genzyme
12.2006 - 02.2013
- Manage Genzyme’s charitable contributions program by allocating grants that met philanthropic guidelines and by maintaining mutually beneficial relationships with non-profit partners
- Facilitate the grant selection process by being actively involved with the Charitable Contributions Committee
- Responsible for generating interest in charitable community events and coordinating Genzyme employees to actively participate
- Administrator of Genzyme Community Relations internal website
- Educate employees on utilizing the internal volunteer program (G.I.V.E. – Genzyme Invests in Volunteer Efforts)
Production Assistant
Last Call with Carson Daly - NBC
01.2005 - 05.2005
- Based on outstanding performance, chosen as one of two from a pool of 15 to work as a Talent Assistant while show was shooting for Los Angeles
- In constant contact with key members of production team to ensure guests were in place and ready for production
- Closely monitored time to ensure rooms were ready for guests’ arrival and met guests’ needs and requirements, followed by turn-over of rooms to accommodate back-to-back guests
- Production Intern/Talent Intern
- Supported two different managers in dual roles as Production intern and Talent intern
- Assisted Production Assistants from Control Room in preparation of the daily show
- Always delivered scripts and rundowns to Producer, Director, Stage Managers and other key members of the production staff in time for production
- Answered phones and handled general inquiries at the studio page desk
- Accommodated daily guests to ensure their happiness and comfort
Education
B.A. - Communications
University of Massachusetts
AmherstSkills
- Client support
- Effective problem resolution
- Strong attention to detail
- Effective time management
- Clear interpersonal communication
- Strong organizational abilities
INTERESTS AND VOLUNTEER WORK
- Former member of March of Dimes Massachusetts Board of Directors
- Los Angeles Marathon Volunteer
- Running club organizer and participant
- Participated in and completed Boston and Chicago Marathon
- Division Director: Westborough Youth Soccer Association
Timeline
Customer Relationship Advocate
Fidelity Investments
03.2024 - Current
Development and Operations Manager
TB12 Foundation
03.2023 - 03.2024
Executive Assistant
26.2 Foundation
09.2019 - 06.2023
Community Relations, Sr. Specialist
Genzyme
12.2006 - 02.2013
Production Assistant
Last Call with Carson Daly - NBC
01.2005 - 05.2005
B.A. - Communications
University of Massachusetts
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Casie CadwalladerCasie Cadwallader
Premium Client Experience Account Manager at Fidelity Charitable – Fidelity InvestmentsPremium Client Experience Account Manager at Fidelity Charitable – Fidelity Investments
Dee JonesDee Jones
Workplace Planning Consultant II at Fidelity InvestmentsWorkplace Planning Consultant II at Fidelity Investments
Fernando MotaFernando Mota
High Net Worth Service Associate at Fidelity InvestmentsHigh Net Worth Service Associate at Fidelity Investments
DENISE SUMMERS, PharmD, BCGP, CDCESDENISE SUMMERS, PharmD, BCGP, CDCES
Care Team Pharmacist Manager at Harmony CaresCare Team Pharmacist Manager at Harmony Cares